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Tuesday 12 March 2024
HPE, Dell, and others see orders ramp up as AI moves from cloud to edge
As AI device applications expand from the cloud to the edge, orders for vendors including Asustek Computer, Dell, and Hewlett Packard Enterprise (HPE) have increased significantly,...
Friday 1 March 2024
AI takes center stage at MWC 2024: a showcase of Taiwan's hardware excellence
In a significant shift from the 5G focus of 2023, the 2024 Mobile World Congress (MWC) has turned its limelight onto AI.
Thursday 29 February 2024
Notebook shipment update, January 2024

Introduction

Tuesday 20 February 2024
SDC gears up for 8G IT OLED panel production with Canon Tokki partnership, targeting big clients Apple, Dell, HP
In 2023, Samsung Display (SDC) made waves with its announcement of investing in an 8th-generation (8G) IT OLED panel production line. The company is gearing up to introduce the first...
Monday 15 January 2024
Seven major notebook brands gather at CES 2024; standard specs for high-end AI revealed
AI PCs dominated all discussions about CES 2024, with Acer, Asus, MSI, Gigabyte, Lenovo, Dell, and HP all present. Upon closer inspection, the standard specification for a high-end...
Friday 1 December 2023
Taiwan notebooks, 3Q 2023

Introduction

Thursday 30 November 2023
Dell denies pulling supply chain from China
Dell Senior Global VP Shirley Wu clarified rumors that Dell is "withdrawing its supply chain from China" and is carrying out "de-Sinicization." In China, Dell underwent the most severe...
Wednesday 29 November 2023
Notebook shipment update, October 2023

Introduction

Thursday 19 October 2023
PC demand picking up, says Acer chairman
PC demand is rebounding, but the supply chain should remain cautious about the possibility of black swan events, according to Acer chairman and CEO Jason Chen.
Thursday 12 October 2023
Brand PC vendors say demand is picking up
Brand PC vendors including Dell and Hewlett-Packard (HP) have expressed optimism that demand is increasing, boosting confidence in related industry supply chains.
Tuesday 3 October 2023
Dell considering expanding R&D in India
A business delegation from the southern Indian state of Karnataka visited the US, meeting with senior executives of Dell, which expressed interest in expanding their investment in...
Tuesday 3 October 2023
Notebook brands run into challenges moving production beyond China
Notebook brands are being met with challenges trying to relocate notebook production outside of China. According to industry sources, Dell has recently encountered quality issues...
Thursday 28 September 2023
Dell embraces major business opportunities as corporations flock to generative AI
The generative AI trend sparked by ChatGPT has generated attention and interest from corporations. However, many corporations lack a clear idea of how to or even what to use it for...
Thursday 21 September 2023
AI may encourage PC replacement
With Intel offering AI chips for PCs while OEMs such as Lenovo, Acer, and Asustek Computer actively invest in new AI PC projects, the PC industry may experience a wave of replacement...
Thursday 7 September 2023
PC chip order visibility to improve, say IC design houses
With PC vendors such as Dell issuing optimistic forecasts, IC design firms anticipate an improvement in order visibility from the PC industry, which means performance in the second...
Research Report Database
Summary of Tech Supply Chain News!
NPUs to become new AI accelerator chip option for edge devices, says DIGITIMES Research
Operation O-RAN: The US plan to neutralize Huawei (and why it will work)
DIGITIMES Insight: Nvidia's path to US$100 billion in sales