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Monday 5 August 2024
Intel's cost reduction plan only temporary fix amidst disappointing 2Q24
Intel reported a US$1.6 billion net income loss in the second quarter, a significant decline compared with the US$1.48 billion in net income it recorded during the same period in...
Friday 2 August 2024
AMD boosts AI data center GPU revenue forecast to US$4.5 billion amid surging demand
AMD has further raised its full-year revenue forecast for AI data center GPUs to US$4.5 billion, underscoring the surging demand for computing power driven by generative AI. The chipmaker...
Thursday 1 August 2024
Qualcomm takes on MediaTek with budget 5G chip in India, targets growing PC and EV markets
Qualcomm has introduced an affordable smartphone SoC tailored for India, the world's second-largest smartphone market. This move comes as more Indian consumers opt for premium phones,...
Thursday 1 August 2024
Lenovo aims for all PCs to be equipped with AI by 2027 and smartphones to achieve double-digit growth
Luca Rossi, president of Lenovo's Intelligent Devices Group (IDG), stated that all Lenovo PC products will feature AI functions by 2027. Additionally, Lenovo aims to enhance its smartphone...
Thursday 1 August 2024
Qualcomm reports strong Q3 results but expects flat handset market growth in 2024
Despite achieving results at the top end of its guidance, Qualcomm anticipates stable performance in the smartphone and automotive markets, even as it expands its market share in...
Wednesday 31 July 2024
CyberLink embraces Generative AI to rival Adobe in content creation
At CyberLink's Q2 earnings call, Chairman and CEO Jau Huang outlined the company's strategy to integrate generative AI and AI PC technologies into its software suite. Huang acknowledged...
Wednesday 31 July 2024
PC replacement demand is unlikely until 2025, says Realtek
In its market forecast for the third quarter of 2024, Realtek anticipates significant contributions from the network communications and automotive sectors in the second half of the...
Thursday 25 July 2024
AI applications facilitate advances in IC process manufacturing
The booming development of AI applications is accelerating the advancement of IC process production, with fabless chipmakers also upgrading manufacturing specifications for their...
Wednesday 24 July 2024
Acer COO voices optimism about AI PCs
AI PCs are not just a passing trend, according to Acer COO Jerry Kao. He believes that AI will drive PC purchases among consumers who weren't previously considering an upgrade, as...
Wednesday 24 July 2024
Uncertainty arises over 3Q24 consumer chip replenishment momentum
Although initial demand for HPC and AI smartphone chips is expected to remain strong as the traditional peak season approaches, recent observations indicate potentially lower-than-expected...
Tuesday 23 July 2024
IC industry hopes for turnaround in 2H24 amid new AI PC solutions
When will AI PC dividends start to pay off for the chip industry? This question has been closely followed by many in the industry during the first half of 2024. The launch of Copilot+PC,...
Monday 22 July 2024
AI PCs generate buzz but face supply chain skepticism over replacement wave
AI PCs are generating considerable buzz, but its supply chain remains skeptical about their potential to spark a widespread replacement cycle. The primary obstacles are the steep...
Wednesday 17 July 2024
Qualcomm, Microsoft join forces to revolutionize PCs in the AI era
From Qualcomm to Microsoft, tech giants are launching marketing campaigns around AI PCs, promising to embed artificial intelligence features into notebooks and desktops. This strategic...
Monday 15 July 2024
AI PCs see positive market feedback, vendors may stock up for year-end sales
As the traditional year-end peak season approaches, opinions are divided concerning the actual demand for AI PCs. Optimists anticipate a wave of device upgrades in the second half...
Monday 15 July 2024
RISC-V and other challenges lie ahead as Arm takes on x86
Recent years have seen shakeups in the traditional dichotomy of the processor landscape, in which Arm ruled the mobile market with its low power consumption and cost, while Intel...
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