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NEWS TAGGED TAIWAN NOTEBOOK ODM
Wednesday 5 June 2024
Quanta seeing supply for AI servers fall short of demand
Quanta Computer has already seen its supply for AI servers fall short of demand, with demand prospects looking encouraging, according to company chairman Barry Lam. Lam has also stated...
Wednesday 10 January 2024
Notebook brands' lack of orders for Vietnam has left supply chains anxious
The notebook supply chain pointed out that the momentum of US brands shifting production to Vietnam has not met the initial expectations. The lack of orders has left supply chain...
Thursday 12 October 2023
Brand PC vendors say demand is picking up
Brand PC vendors including Dell and Hewlett-Packard (HP) have expressed optimism that demand is increasing, boosting confidence in related industry supply chains.
Thursday 21 September 2023
AI may encourage PC replacement
With Intel offering AI chips for PCs while OEMs such as Lenovo, Acer, and Asustek Computer actively invest in new AI PC projects, the PC industry may experience a wave of replacement...
Wednesday 13 September 2023
Suppliers see MacBook utilization rates halved in 2H23
Suppliers have seen utilization rates for Apple MacBooks cut in half in the second half of the year compared with the same period in 2022, indicating a sluggish second half of 2023...
Thursday 31 August 2023
Notebook demand outlook for 2H23 remains cloudy
Despite the traditional peak season, the outlook for notebook demand in the second half of this year remains unclear, with order pull-ins for consumer electronics also sluggish, according...
Friday 14 July 2023
Notebook ODMs may gain more orders from Asustek
One of the key points of Asustek Computer's organizational restructure is its R&D department. This personnel shift suggests that the brand PC company may place more orders with...
Wednesday 12 July 2023
Notebook ODMs cautious about 3Q23 shipment prospects
Taiwan-based notebook ODMs are cautious about their shipment prospects for the third quarter despite reporting better-than-expected shipments in the second quarter, according to industry...
Friday 9 June 2023
Notebook ODMs may cut shipment prospects for 2H23
Notebook ODMs may see lower-than-expected shipment growth in the second half of this year compared to the first half, which may further lower annual shipment estimates, according...
Thursday 1 June 2023
Notebook companies remain uncertain about 2H23 demand prospects
Companies engaged in the notebook industry supply chain are still uncertain about end-market demand in the second half of this year but are confident that 2024 will be stronger, according...
Tuesday 11 April 2023
Taiwan notebook ODMs report higher-than-expected 1Q23 shipments
Brisk sales of Chromebooks and commercial notebooks in March led to higher-than-expected shipments by Taiwan-based ODMs including Quanta Computer, Compal Electronics, Wistron, and...