News tagged ODM at DIGITIMES

NEWS TAGGED ODM

Monday 1 June 2026

Taiwan AI boom lifts server ODM valuations and pushes suppliers to chase higher margins

The AI boom is lifting valuations across Taiwan's system integration supply chain, while downstream vendors accelerate operations as the island's "electronic six giants" gain more...

Wednesday 27 May 2026

Kinpo accelerates ODM push into AI servers and EV chargers

Kinpo Electronics outlined its 2026 core strategy at a shareholders' meeting on May 25, centering on "bearing fruit" as it builds on years of product-mix adjustments, expands into...

Tuesday 26 May 2026

Kinpo Electronics pushes beyond manufacturing with AI servers, satellite systems, and quantum computing

At its annual shareholders' meeting on Sunday, Taiwanese electronics manufacturer Kinpo Electronics provided new details on its transition toward higher-value ODM businesses, alongside...

Monday 18 May 2026

Nvidia GB300 drives AI server boom as Vera Rubin ramp approaches third quarter

Nvidia's GB300 is becoming the mainstream AI server product in the first quarter of 2026, boosting ODM revenue and profit worldwide; with Vera Rubin servers due to ramp in the third...

Friday 15 May 2026

AI servers squeeze ODM margins as consignment gains traction

As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also coming under pressure on their gross margins. To defend profitability, manufacturers...

Wednesday 13 May 2026

Commentary: AI server ODMs face margin squeeze as memory costs soar

As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...

Tuesday 12 May 2026

AI server tracker: Taiwan AI server sales show gains spreading beyond TSMC

Taiwan's AI server supply chain delivered another month of strong April sales, with growth extending from TSMC's chipmaking base to...

Saturday 9 May 2026

Wiwynn shifts memory purchases as component costs pressure ODM margins

Rising prices for key components, including memory and processors, are increasing working-capital pressure on server original design manufacturers (ODMs) while also weighing on gross...

Friday 8 May 2026

AI-driven capital spending by hyperscalers reshapes global EMS competition and supply chain strategy

Hyperscaler AI capital spending is rapidly reshaping global EMS and ODM strategies, driving firms like Luxshare to pivot from smartphones toward AI infrastructure opportunities, while...

Thursday 30 April 2026

NB plans plan to cut NRE and tooling fees, Chinese ODMs expand manufacturing footprint

Sources from the notebook (NB) supply chain stated that Taiwanese ODM manufacturers that once stood at the forefront of the market are gradually stepping back, with Chinese ODM manufacturers...

Tuesday 14 April 2026

March 2026 revenue for ODM/EMS surged on back of AI server demand

Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond...

Sunday 12 April 2026

How long can the AI server ODM boom last as growth begins to slow

Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...

Thursday 9 April 2026

ODMs erase seasonal slump as notebooks and AI servers drive March surge

Electronic ODM makers' surge in March revenue, driven by accelerated notebook orders and booming AI server demand, erased the typical first-quarter slump, with implications for global...

Sunday 15 March 2026

AWS ASIC servers enter mass production in 2Q26, lifting Taiwan ODM outlook

Taiwan's ODM and EMS manufacturers reported solid revenue performance in February 2026, with AI servers playing a central role. Foxconn, Quanta, and Wistron all posted double-digit...

Tuesday 10 March 2026

Quanta AI server surge cuts notebook revenue share below 20%

Quanta continued to benefit from demand for AI servers. In February 2026, notebook shipments were weak, yet revenue declined only 6.6% month-over-month...

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