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NEWS TAGGED ODM
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...
Monday 14 October 2024
Notebook market struggles: Compal's flat September sales signal weak demand in peak season
Compal, the world's second-largest notebook ODM, reported flat sales in September, traditionally a peak season for the electronics industry, indicating a lackluster notebook market...
Monday 2 September 2024
Jensen Huang's three assurances temporarily calm cooling factories
Nvidia's founder and CEO, Jensen Huang, revealed that the Blackwell chip will be mass-produced and delivered to clients in the last quarter of 2024. He also states that demands for...
Tuesday 13 August 2024
Robust AI server sales buoy Wistron 2Q24 results
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM's outstanding performance during the quarter confirms the...
Friday 26 July 2024
ODMs collaborate with suppliers to reduce carbon emissions
Leading ODM Compal Electronics has been accelerating the implementation of its ONE+N project, announced in 2023 to achieve net zero in the supply chain. Within two years of the project's...