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Tuesday 4 June 2024
Qualcomm gearing up for PC comeback, says CEO
Qualcomm is gearing up for PC sales to make a comeback with its Snapdragon X series processors, which will power new AI PC models set to hit market shelves in mid-June, according to Qualcomm CEO Cristiano Amon.
Tuesday 4 June 2024
AMD outlines AI accelerator roadmap through 2026
AMD has released its roadmap for forthcoming AI accelerators until 2026, which includes the MI350, which will be manufactured utilizing TSMC's 3nm process technology.
Monday 3 June 2024
MediaTek announces new products for Computex, with Chromebook and new TV platform leading the way
MediaTek vice chairman & CEO Rick Tsai is set to discuss how MediaTek is driving the ubiquitous AI era during Computex 2024. Additionally, MediaTek will unveil two new chipsets: the Kompanio for high-end Chromebooks and the Pentonic 800 for 4K high-end smart TVs and displays. They will offer superior performance and AI computing capabilities in different application domains.
Monday 3 June 2024
AMD intros new Instinct, Ryzen, and EPYC processors for data centers and PCs
Lisa Su, CEO of AMD, unveiled today (June 3) at the Computex 2024 opening keynote address new leadership CPU, NPU, and GPU architectures that will enable end-to-end AI infrastructure spanning from the data center to PCs.
Monday 3 June 2024
Southeast Asia smartphone market recovers; Transsion leads with highest growth rate
The Southeast Asian smartphone market is rebounding, with Canalys' data showing that in the first quarter of 2024, smartphone shipments in Southeast Asia reached 23.5 million units, a 12% year-on-year increase. Transsion's performance has been particularly notable, and the growth potential in the high-end market should not be overlooked as well.
Monday 3 June 2024
Changes in Samsung's smartphone camera module supply chain in 2024 saw Partron rise to no.2
Entering 2024, there have been changes in Samsung Electronics' smartphone camera module supply chain. Semco maintains its spot as the sales leader while Partron has risen to second place. Notably, Mcnex, which dropped to sixth place in 2023, has climbed back up to third. Power Logics, which was second in 2023, has fallen to fourth.
Monday 3 June 2024
India roundup: Marvell, AMD, and Arm reveal their talent strategies in India
India is facing a talent shortage amid a growing semiconductor ecosystem. India's trading partners are concerned about India's import management system, which may be replaced by a stricter quota-based system in October.
Monday 3 June 2024
Nvidia's Jensen Huang discloses next-gen Rubin platform and physical AI vision at NTU keynote
Doing a keynote before the Computex starts and during the evening at Taiwan's top university stadium is something nobody had ever tried before. However, Nvidia CEO Jensen Huang is determined to flex his muscles to steal the spotlight from competitors by announcing a new platform and AI PC wins ahead of the big event.
Friday 31 May 2024
Nvidia CEO engages significant Taiwanese CEOs to promote local AI supply chain
Nvidia CEO Jensen Huang revealed two months ago, at a dinner party for Taiwanese partners in Silicon Valley, that he considers himself Taiwan's ambassador. Taiwan is positioned as a key player in the AI revolution, and all Taiwanese businesses must be prepared to effectively tell the "Taiwan story" to the rest of the world.
Friday 31 May 2024
AI PCs to take off in 2H24, with substantial growth in 2025
Industry leaders continue to voice their optimism for AI PCs, with Acer chairman Jason Chen drawing a comparison with the explosion of the internet in the late 1990s, and Wistron president Jeff Lin saying that AI PCs will gradually take off.
Thursday 30 May 2024
Following in BOE's footsteps, Visionox announces 8.6-gen OLED investment
China's panel industry is accelerating its venture into the IT OLED market.
Thursday 30 May 2024
India reportedly plans to implement import quota for notebooks in October
India introduced an import management system for imported notebooks and tablets, which displeased major exporters.
Thursday 30 May 2024
Acting as a platform in AI PC era; 'Microsoft+' is the main strategy
Microsoft recently announced the "Copilot + PCs" strategy and concluded its Build developer conference.
Thursday 30 May 2024
BC Award 2024 announces winners; Best Choice of the Year Award Winner to be announced at Computex 2024
On May 28, the Taipei Computer Association (TCA) held an event to announce the winners of this year's Best Choice Award (BC Award) for Computex 2024. A total of 41 winners were announced for the Golden Award, Sustainable Tech Special Award, and Category Award. The winner of the highest honor: the Best Choice of the Year award will be announced during the opening of Computex 2024 on June 4.
Thursday 30 May 2024
Getac promotes rugged PCs supporting AI
Getac has released what it claims is the world's first rugged notebook that supports AI, and expects 50% of its rugged product lines to be AI-enabled by 2025.
Thursday 30 May 2024
Explosive growth for ASRock in 3Q24, as H100 deliveries finally arrive
Delivery times for Nvidia's H100 AI GPU have improved from 52 weeks to 16–20 weeks, as TSMC ramps up its CoWoS production capacity, meaning second-tier server suppliers finally have a chance to flex their muscles.
Thursday 30 May 2024
Speculation grows about MediaTek gearing up for AI PCs
MediaTek's recent comment has fueled speculation that the Taiwanese IC design house may unveil a new Arm processor platform for AI PCs at the upcoming Computex next week.
Wednesday 29 May 2024
Apple to open Malaysia store on June 22 in Southeast Asia push
Apple Inc. will open its first retail location in Malaysia next month as it expands its presence in Southeast Asia to augment both sales and operations outside of China.
Wednesday 29 May 2024
Taiwan PCB makers gear up for AI PC era, replacement demand to emerge in 2H24
With 2024 widely regarded as the inaugural year for the AI PC era, Taiwanese PCB manufacturers are revving up to meet the upcoming replacement demand for AI PCs and notebooks, expected to emerge from the second half of this year into 2025, according to industry sources.
Wednesday 29 May 2024
Samsung thrives in India through deep localization strategy
While many South Korean companies have struggled to penetrate the Indian market, Samsung Electronics has emerged as a remarkable success. Celebrating its 30th anniversary in India, Samsung is well-positioned for continued growth amid the country's population boom.
Tuesday 28 May 2024
Apple's China iPhone shipments up 52% as rebound gains steam
Apple Inc.'s iPhone staged a rebound in China last month with shipments rising 52% amid a flurry of discounts from retail partners.
Tuesday 28 May 2024
Loongson's next-generation CPU on par with Intel's Core i5, says Chairman Hu Weiwu
Chinese CPU maker Loongson Technology Founder and Chairman Hu Weiwu, who is also a Chinese Academy of Sciences Institute of Computing Technology researcher, told Xinhua News Agency that Loonson's next-generation CPU will match the performance of Intel's 12th-generation Core i5.
Tuesday 28 May 2024
Lenovo's AI PCs aim for global edge amid rising competition
As the spotlight on AI-powered PCs intensifies and market competition heats up, Lenovo Executive Vice President Luca Rossi reveals the company's strategic move to offer differentiated products tailored for both Chinese and international markets. Rossi claims this will secure Lenovo a "unique position" in the burgeoning global AI PC arena.
Tuesday 28 May 2024
China and Japan raise concern over Indian restrictions on imported PCs and notebooks
China and Japan have questioned India's import license requirements, highlighting renewed concerns from WTO members against India's unilateral trade measures.
Monday 27 May 2024
Shipment target for Apple's OLED iPad Pro reportedly over 9 million units
Apple's first OLED-screen tablet, the iPad Pro, reportedly has a shipment target of over 9 million units. This is noteworthy given the recent downturn in the overall IT device market.
Research Report Database
Summary of Tech Supply Chain News!
Decoding Excellence: ASML's Evolution Towards Leadership and Beyond - GeoWatch
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Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research