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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...
Wednesday 8 January 2025
Nvidia's 2025 AI server rollout fuels demand optimism amid Trump tariff uncertainty
Nvidia's upcoming AI server releases in 2025 are generating excitement, with robust demand expected from major players like Amazon Web Services. However, the return of Donald Trump...
Wednesday 8 January 2025
Nvidia seeks to usher in robotics revolution
Nvidia is working to replicate its AI server success in robotics, as Tesla and other leading companies announce their plans for developing humanoid robots.
Monday 6 January 2025
RoyalTek unveils cutting-edge automotive and AI technologies at CES 2025
RoyalTek, a global leader in satellite positioning and wireless communication technology, is proud to announce its latest innovations at CES 2025. Building on its legacy of excellence...
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...
Tuesday 31 December 2024
AI server growth to stay promising in 2025
AI servers are facilitating the prosperity of device assemblers and will persist in doing so until 2025, despite a decelerating consumer electronics sector.
Monday 30 December 2024
Notebook shipment update, November 2024

Introduction

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...
Wednesday 4 December 2024
AI driving lucrative opportunities in workstation businesses
Workstations are the latest hardware category to see an AI-related boom. As noted by James Huang, chairman of rugged industrial PC (IPC) specialist Getac Technology, the company has...
Tuesday 3 December 2024
AI servers will not peak then slow in 2025, says Quanta EVP Mike Yang
Demand for AI servers will not peak in 2025, according to Quanta Computer executive VP and Quanta Cloud Technology general manager Mike Yang. In his opinion, the AI industry has seen...
Monday 2 December 2024
Notebook shipment update, October 2024

Introduction

Thursday 28 November 2024
Quanta eyes bright future in edge AI with focus on personalized data training
Quanta Executive VP Alan Tsai projected that within the next one to two years, AI will become as seamlessly integrated into daily life as the internet, no longer perceived as a distinct...
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...
Wednesday 20 November 2024
AI servers, AI PCs, and automotive electronics to drive 2025 sales growth for Taiwan ODMs
Taiwanese IT product manufacturers expect AI server demand to drive their growth in the fourth quarter of 2024, as consumer electronics enters the traditional low season. Looking...
Monday 18 November 2024
Quanta's 3Q24 profit hits record highs, boosted by AI servers and FX gains
Quanta has capitalized on surging AI demand, achieving record-breaking revenue and profit in the third quarter of 2024. Revenue soared nearly 50% compared to the same period last...