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Thursday 28 November 2024
Qualcomm, MediaTek's diverging paths after years of rivalry
During a recent investor conference in New York, Qualcomm CEO Cristiano Amon emphasized that since 2021, the company has been actively expanding beyond mobile phones. The company's...
Thursday 28 November 2024
Apple's AI revolution: From Macintosh to Silicon mastery in 40 years
Since unveiling Apple Silicon in 2020, Apple has redefined Mac chip technology through three transformative shifts. While the company initially planned a two-year transition from...
Wednesday 27 November 2024
India PC market on recovery path despite slight shipment growth in 3Q24
As India entered its annual festive season, PC shipments experienced slight growth despite a weak consumer market. Acer achieved double-digit growth, driven by strong demand from...
Wednesday 27 November 2024
China domestic CPU development

Introduction

Wednesday 27 November 2024
Speculation arises about AMD developing AI mobile chip; insiders remain doubtful
Recent market speculation suggests that AMD has developed an AI processor (APU/NPU) suitable for mobile devices. With its exclusive GPU technology, it is expected to compete in the...
Monday 25 November 2024
HP brace for Trump 2.0 with leadership and supply chain overhaul to NA
Following President-Elect Donald Trump's election victory, PC brands are intensifying their strategic shifts. Hewlett-Packard (HP), the world's second-largest PC maker, has reportedly...
Monday 25 November 2024
Qualcomm aims to triple non-mobile revenue by fiscal 2029
At its 2024 Investor Day, Qualcomm unveiled its latest five-year outlook, highlighting growth expectations for automotive and PC sectors as part of its non-mobile market expansion...
Thursday 21 November 2024
China PC sales expected to slump in 1Q25 after trade-in rush
The Chinese PC market is expected to experience particularly weak sales during the first quarter of 2025, following a surge in replacement demand driven by government trade-in subsidies,...
Tuesday 19 November 2024
Nichidenbo expects AI servers to drive growth in 2025, as PC, consumer product shipments remain stable
Passive component distributor Nichidenbo held its earnings call on November 18, during which company president and spokesman Yao-kuo Yu forecasted steady growth in the PC and consumer...
Monday 18 November 2024
India roundup: India to generate 1 million jobs in semiconductor industry
India is estimated to require 1 million jobs in the semiconductor industry. India-based electronics manufacturers will likely benefit from President-Elect Donald Trump's return to...
Monday 18 November 2024
India reportedly plans import curbs on PC and notebook hardware to boost local manufacturing in 2025
Despite existing incentives for local IT hardware production, India is reportedly planning to introduce stricter policies requiring PC and notebook manufacturers to reduce imports...
Friday 15 November 2024
Compal eyes Nvidia AI server partnership for 2025
Compal expects modest PC market growth in 2025, supported by the Windows 10 end-of-life transition and increasing AI PC adoption. The company is also making strides in the AI server...
Thursday 14 November 2024
Nvidia RTX 50 series ready to launch, with full attention from supply chains
The highly anticipated Nvidia RTX 50 series display cards are set to launch, with suppliers optimistic about its market impact. A key display card cooling supplier, Auras Technology,...
Wednesday 13 November 2024
AI servers power ODM revenue hike as Quanta, Wiwynn lead pack amid sluggish PC market
AI servers are proving to be a vital revenue driver for major ODMs. Quanta's October revenue surged to NT$135.9 billion (approx. US$4.24 billion), setting a new record for the period...
Wednesday 13 November 2024
Passive component company Podak enters AI server supply chain amid 2025 demand shifts
As artificial intelligence (AI) demand grows and recent financial issues at Supermicro trigger order redistribution, passive component manufacturer Podak sees new opportunities. Chairperson...
CHT
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research