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Notebook ODMs conservative about 2H19, as Intel CPU shortages remain

Compal Eletronics has warned that Intel CPU shortages remain a factor, along with the US-China trade war, affecting notebook shipments, with the ODM expecting a decline in the third quarter before a rebound in the fourth......»»

Category: topSource: digitimesAug 14th, 2019

Highlights of the day: Intel CPU shortages continue to trouble notebook ODMs in 4Q19

Inte.....»»

Category: topSource: digitimesJan 10th, 2020

Highlights of the day: Intel to increase output

Notebook ODMs have again been hit by Intel CPU shortages. But Bob Swan, visiting Taiwan for the first time as Intel's CEO, said his company is expanding production capaci.....»»

Category: topSource: digitimesOct 9th, 2019

Highlights of the day: Intel CPU shortages heap pressure on notebook ODMs

Preparations for the year-end shopping season and extra inventory bui.....»»

Category: topSource: digitimesOct 7th, 2019

Notebook ODMs scrambling to secure Intel 14nm CPUs

Notebook ODMs are scrambling to secure supply from Intel for its 14nm CPUs that have again been hit by shortages ahead of the year-end holiday season, according to industry sources......»»

Category: topSource: digitimesOct 7th, 2019

Notebook ODMs see rising shipments in June, but conservative about 2H19

Taiwan-based notebook makers all saw their shipments in June rise on month. Nevertheless, their shipment outlook for the second half of the year appears cautious......»»

Category: topSource: digitimesJul 11th, 2019

Notebook ODMs cutting 2H18 shipment forecasts due to Intel CPU shortages

The shortages o.....»»

Category: topSource: digitimesSep 11th, 2018

Notebook ODMs see low order visibility for 1H19 on Intel CPU shortages

Taiwan notebook ODMs see low order visibility for the first half of 2019, as the market is expected to continue to suffer from Intel's CPU shortages and uncertainties from the US-China trade war, according to industry sources......»»

Category: topSource: digitimesDec 12th, 2018

Intel CPU shortages likely to persist through end-2020

Shortages of Intel's PC processors are likely to persist through the end of 2020, prompting notebook makers to adopt AMD's chips in more of their notebooks including business models, according to industry sources......»»

Category: topSource: digitimes8 hr. 26 min. ago

Highlights of the day: AMD to see a robust 2020

Intel has yet to fully eased its processor shortages, which is sending notebook vendors adopting more of its competitions from AMD in 2020. AMD's new Zen 3 architecture is expected to have a re.....»»

Category: topSource: digitimesJan 14th, 2020

Server makers see 14nm chip supply become tight

Server ODMs have reportedly seen the supply of Intel's 14nm CPUs become tight but remain sufficient to support their shipments in the fourth quarter, according to sources from the server industry......»»

Category: topSource: digitimesOct 17th, 2019

Highlights of the day: Server ODMs feel pressure from Intel CPU shortages

T.....»»

Category: topSource: digitimesOct 17th, 2019

Highlights of the day: Intel CPU shortages remain

The US is delaying imposing 10% tariffs on some consumer electronics products from China, including notebooks and handsets, but the cloud of uncertainty crea.....»»

Category: topSource: digitimesAug 14th, 2019

Inventec conservative about 2019 outlook

Continued sluggish demand for servers and notebooks, Intel's ongoing CPU shortages and unfavorable global trade conditions are casting a shadow over Inventec's business outlook this year, according to company president Maurice Wu......»»

Category: topSource: digitimesMar 28th, 2019

Top-5 brands and top-3 ODMs see rising notebook shipments in May, says Digitimes Research

The worldwide top-5 notebook brands (excluding Apple) and top-3 ODMs saw their shipments went up from a month ago in May due to rising procurement orders from North America's education sector and the easing in passive component shortages......»»

Category: topSource: digitimesJun 29th, 2018

Tight supply of Intel processors unlikely to ease until 2H19, says Compal president

The ongoing tight supply of Intel's processors is unlikely to ease until the second half of 2019 and will undermine worldwide notebook shipments during the upcoming peak season, according to Martin Wong, president and CEO of Compal Electronics......»»

Category: topSource: digitimesSep 27th, 2018

Tight supply of notebook MLCCs loosening on Intel CPU shortfall

Tight supply of notebook-use MLCCs has eased a little as Intel's CPU shortages have caused disruption to notebook shipments since the second half of 2018 while undermining demand for MLCCs from notebook makers as a result, according to industry sources......»»

Category: topSource: digitimesOct 30th, 2018

Highlights of the day: TSMC expects strong growth in 2020

Intel CPU shortages are expected to persist through 2020, with the entry-level segment bearing the .....»»

Category: topSource: digitimes3 hr. 56 min. ago

Taiwan, Vietnam to be major production bases for notebook ODMs

Despite a truce in the US-China trade war, notebook ODMs will continue their capacity relocation to Taiwan and Vietnam, with the two becoming their major production baes outside China......»»

Category: topSource: digitimesJan 13th, 2020

Notebook ODMs to see shipments drop 10-15% in 1Q20

Notebook ODMs saw weaker-than-expected .....»»

Category: topSource: digitimesJan 10th, 2020

MarketWatch First Take: AMD outshines Intel at CES 2020 as chip makers’ traditional roles remain reversed

Two long-time semiconductor rivals hosted back-to-back press conferences at the Consumer Electronics Show Monday evening, an interesting study in contrasts that also seemed to mirror the market’s current view of both of them......»»

Category: topSource: marketwatchJan 7th, 2020