Notebook downturn splits supply chain: ODMs lean on servers

Notebook shipments beat expectations in the first half of 2026, but the market entered a sharp downturn starting in September, bucking the usual peak-season trend. ODMs are shifting toward server orders while component makers look for new growth areas.

• H1 2026 notebook shipments exceeded forecasts
• September marked a sharp downturn instead of peak season
• ODMs offset the decline with server orders
• Component makers seek new growth markets