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NEWS TAGGED ODM
Tuesday 21 January 2025
Chinese mobile ODMs diverge amid industry headwinds
The mobile phone ODM industry continues to grapple with significant challenges, including pressure from both suppliers and customers, while being characterized by labor-intensive...
Monday 13 January 2025
China's dual-use export controls disrupt supply chain relocation, affecting Apple and ODMs
China's recent export controls on dual-use items are disrupting the supply chain, impacting companies like Apple and causing delays in shipments. China's regulations, effective in...
Monday 13 January 2025
Luxshare's Wingtech ODM acquisition set to enhance design capabilities and reduce reliance on Apple
Luxshare's planned acquisition of Wingtech's ODM business by the end of 2024 aims to enhance its design capabilities and global presence, while Wingtech shifts focus to semiconductors...
Thursday 9 January 2025
Defy expectations: ODM shipments surge in 1Q25 amid pre-Trump inauguration rush
The Original Design Manufacturer (ODM) industry is defying typical first-quarter seasonality in 2025, propelled by robust notebook (NB) shipments and sustained AI server demand. While...
Tuesday 7 January 2025
Luxshare boosts Vietnam investment amid Trump's tariff plans
Luxshare-ICT plans an additional US$208.5 million investment in Vietnam's Nghe An province, set to boost annual production and create 25,000 jobs. The expansion strengthens Luxshare's...
Friday 3 January 2025
Quanta gearing up for AI supercomputer shipments
Quanta Computer is positioned to maintain its leadership in the AI sector, according to Barry Lam, chairman of the Taiwan-based ODM company. Building on AI advancements, he expects...
Friday 3 January 2025
GB300 expects to launch in 2Q25, increasing demand for liquid cooling
The GB300 is anticipated to be unveiled in the second quarter of 2025, with trial production starting in the third quarter. It will reportedly have a stronger cooling requirement,...
Tuesday 31 December 2024
Luxshare to acquire nine Wingtech ODM subsidiaries
Wingtech, a Chinese ODM and IDM powerhouse, announced on December 30 that it has signed a letter of intent to transfer the equity and operating assets of nine ODM subsidiaries to...
Thursday 26 December 2024
Foxconn to become world's largest server vendor, Omdia reports
Foxconn's ODM direct business will experience unprecedented growth in 2024, positioning it as the leading company in Omdia's global server market analysis, driven by surging demand...
Tuesday 10 December 2024
ODM server shipments stay strong in 2024; benefit from Nvidia Blackwell in 2025
Server ODMs demonstrated strong performance in the fourth quarter of 2024, driven by general purpose (GP) servers filling the gap as AI servers undergo a transitional period. ODMs...
Thursday 5 December 2024
Taiwan chip firms' China ties in crosshairs as US expands chip ban
The expansion of US trade sanctions against Chinese semiconductor firms has raised concerns among Taiwanese companies regarding their business relationships with Chinese customers...
Wednesday 27 November 2024
Supermicro returns to the battlefield with B300 as the focal point
Having emerged from its financial report turmoil, Supermicro is back in action, intensifying competition in the AI server market. Industry sources indicate that while other ODM manufacturers...
Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Friday 15 November 2024
Financial resilience key to AI server ODMs amidst booming demand from likes of Nvidia's GB200
Taiwan-based server original design manufacturers (ODMs) anticipate a significant surge in AI server sales by 2025. However, the rapid increase in sales has led to higher accounts...
Friday 8 November 2024
Quanta to expand SEA production portfolio amid surging demand post-US elections
Quanta Computer, the Taiwan-based ODM with production facilities worldwide, plans to expand its production portfolio in Southeast Asia in response to increased customer demand following...