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Digitimes October 6, 2026 By Scarlett Yu positive

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

AI / LLMSupply ChainData Center
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.
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