Compal Electronics and Inventec are on track to achieve flat sequential performances for their third-quarter revenues as expected, since clients advanced their orders originally for...
Apple is moving to have its AirPods contract makers shift production from China to Vietnam and Google is also mulling asking its smart speaker manufacturing partners to move production...
After experiencing weak performances in the first half of 2019, most Taiwan-based sever supply chain makers expect to see better results in the second half on stronger shipments to...
Compal Eletronics has warned that Intel CPU shortages remain a factor, along with the US-China trade war, affecting notebook shipments, with the ODM expecting a decline in the third...
The US government's latest decision to delay the impelmentation of a 10% tariff on notebook imports has not changed the minds of notebook ODMs who have already made plans to move...
The weak global economy is expected to increase enterprise customers' demand for public cloud systems, benefiting datacenter server suppliers including Quanta Computer, Wiwynn and...
Major notebook ODMs saw sharp declines in shipments in July, as clients showed little intention of accelerating inventory buildups despite the US decision to slap 10% tariffs on imports...
Notebook ODMs are expected to enjoy higher-than-expected shipments in August, as the 10% tariff on China-sourced notebooks staring September 1 has promoted brand vendors to stockpile...
Notebook vendors have not asked their ODMs to enforce a new round of production relocation in response to a new 10% tariff to be levied by the US on the remaining US$300 billion in...
Worldwide notebook shipments rose over 20% sequentially in the second quarter of 2019, but volumes in both the third and fourth quarters are expected to experience sequential declines,...
Global server shipments are expected to increase 12.8% sequentially in the third quarter of 2019 with a flat on-year performance, but shipments for all of the year are likely to drop...
Apple has been increasing control over its supply chain in the past few years and has been expanding its supplier base to bargaining chips in price negotiations, according to sources...
Taiwan-based notebook makers all saw their shipments in June rise on month. Nevertheless, their shipment outlook for the second half of the year appears cautious.
