The IC substrate sector is predicted to return to growth in the second half of 2024, with the growth momentum continuing in 2025, according to industry sources.
Stricter chip export bans by the US Department of Commerce on China may overshadow the potential of China's AI PC market, according to industry sources.
DRAM spot prices are now reversing their steady upward trend seen since the second half of 2023, beginning to decline as channel distributors are slowing down their inventory stocking...
Despite ongoing geopolitical tensions and inventory adjustments, the global PCB industry is poised for a resurgence, buoyed by robust demand for AI and HPC.
Taiwanese IC design houses remain confident about AI PC-related chip shipments in 2024, despite an AI PC penetration rate of 5% at most for the year, according to industry sources.
The Bank of America Research Department said that current demand for GenAI primarily stems from cloud infrastructure deployment, with market momentum driven by chip manufacturers,...
DIGITIMES Vice President Eric Huan Huang says despite the potential for AI development to become overinflated, there are significant growth opportunities in the future for AI appli...
After Qualcomm announced its Snapdragon X Elite PC platform with its custom Oryon architecture in 2023, market watchers have shown skepticism and optimism in the company's AI PC ef...
Acer Chairman and CEO Jason Chen noted that the current notebook supply is going smoothly and the Red Sea crisis had a limited impact. The only potential "black swan" is the oversupply...
