Notebook ODMs expect component shortages to worsen in the third quarter, as competition to secure sufficient supply from other industry sectors such as automotive electronics, consumer...
Server ODMs saw their shipments fall short of customer orders by 10-30% in the first half of 2021, with the shipment shortfall likely to widen in the second half of the year because...
With Asia Pacific countries such as Taiwan and Malaysia witnessing COVID-19 infections surging, sources from the upstream supply chain believe shortages of notebook components could...
Server ODMs have seen their shipments disrupted by the shortages of power management ICs, network switches, and other chips and components, which are unlikely to ease until the end...
Enterprise PC demand is expected to pick up substantially in the second half of 2021, as COVID-induced lockdowns in Europe and the US are being eased, according to sources at Taiwan-based...
Taiwan-based server ODMs are all capable of shifting production to their factory sites overseas if COVID-19 is spreading out of control in Taiwan resulting in a nationwide lockdown,...
Taiwan-based high-tech companies in various sectors have all strengthened their precautionary measures, such as operating in segregated teams and work from home (WFH) in response...
Server makers including Quanta Computer, Wiwynn, MiTAC Computing Technology (MCT) and Inventec have all estimated their second-quarter 2021 server shipments to see double-digit sequential...
Most Taiwan-based ODMs expect their notebook shipments to grow by single- or double-digit rates in the second quarter of 2021 despite a setback in April.
