Notebook downturn splits supply chain: ODMs lean on servers, component makers seek new growth

T2Covered by 1 source · first reported by JP/KR/TW: Korea Herald / Taipei Times / DigiTimes at 06 Oct, 02:56 UTC

Notebook shipments performed better than expected in the first half of 2026, but the market entered a sharp downturn beginning in September, in stark contrast to previous years, when the month typically marked the start of the peak season.

Sources

• T2Notebook downturn splits supply chain: ODMs lean on servers, component makers seek new growthJP/KR/TW: Korea Herald / Taipei Times / DigiTimes06 Oct, 02:56