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Digitimes October 7, 2026 By Charlene Chen positive

Exclusive: Chinese notebook ODMs win HP, Dell orders, pressuring Taiwanese suppliers

AI / LLMSupply Chain
Chinese notebook original design manufacturers (ODMs) are rapidly catching up, with supply chain sources saying Huaqin and Luxshare have won major orders from HP and Dell, sending shock waves through Taiwan's supply chain and threatening the future position of Taiwanese ODMs. Industry sources said the impact extends beyond 4-5 ODMs and will also hit more than 100 component suppliers.
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