Demand for AMD's new 7nm EUV processors remains robust, with development projects for the chips commenced by PC, motherboard and graphics card makers this year set to be 10-20% higher...
Taiwanese notebook ODMs have already resumed assembly operations in China, but risks of supply chain disruptions in March are mounting, as inventories of many components will run...
China's coronavirus outbreak has significantly undermined local PC and server demand and is expected to affect related upstream suppliers' performances, as PC sales from China account...
Global notebook shipments were weaker-than-expected in the fourth quarter of 2019 due to Intel's ongoing CPU shortages and major brands stopping stocking extra inventory in the wake...
China's coronavirus outbreak has significantly undermined demand for motherboards and graphics cards from the local PC DIY market and could result in higher-than-expected shipment...
The global market for memory and processing semiconductors used in artificial intelligence (AI) applications will soar to US$128.9 billion in 2025, three times the US$42.8 billion...
Intel is expected to initiate price cuts on its PC processors in the second half of 2020 to defend its market dominance, according to sources at PC makers.
Intel currently still holds an 80% share in the global PC market, but the growth of the CPU giant's PC platform business has weakened, thanks to prolonged shortages of its processors...
Shortages of Intel's PC processors are likely to persist through the end of 2020, prompting notebook makers to adopt AMD's chips in more of their notebooks including business models,...
TSMC 7nm process lead time remains at about six months, with tight supply expected to last through 2020, or even worsened in the second half of the year if speculation about Intel...
Worldwide semiconductor revenue totaled US$418.3 billion in 2019, down 11.9% from 2018, according to Gartner. Intel regained the No. 1 position in the market as the downturn in the...
The shortage of Intel's PC processors has already prompted OEMs and brand vendors to increasingly adopt AMD's CPUs in their products since 2019, and the trend will likely persist...
Intel CPU shortages continued troubling the notebook market in fourth-quater 2019, with notebook makers seeing weaker-than-expected shipments in the period. Their notebook...
Notebook ODMs saw weaker-than-expected shipments in fourth-quarter 2020 due to Intel CPU shortages and clients' high inventory levels as a result of their early inventory build-ups...
