CONNECT WITH US
Tuesday 7 May 2024
Taiwan notebooks, 1Q 2024
Global notebook shipments made a around 5% sequential decline in the fourth quarter of 2023 before enjoying a minor increase in the first quarter of 2024 thanks primarily to robust orders from the eduction procurement sector
Friday 3 May 2024
Global server market, 1Q 2024
Global server shipments slid slightly from a quarter ago in the first quarter of 2024 and will rise around 2% both sequentially and on-yearly in the second quarter.
Thursday 2 May 2024
In-house AI chip R&D of US, China major CSPs
Chinese and US public cloud providers have invested in self-developed chip projects to achieve cost reduction and service differentiation in cloud services through vertical software and hardware integration
Tuesday 30 April 2024
Liquid and air cooling solutions for AI servers
As air cooling grew insufficient for the heat dissipation of datacenters when running AI applications, L2A and L2L cooling methods are likely to see rising penetration to datacenters in the upcoming years.
Thursday 18 April 2024
Taiwan IPC makers operation status
Taiwan's IPC industry suffered a minor on-year decline in overall 2023 revenues, but the amount is expected to pick up in 2024 to arrive at above NT$300 billion.
Friday 12 April 2024
Android adoption of Gemini for gen AI
With the growing popularity of AI, Google is also pushing keenly to adopt Gemini Nano in Android for generative AI and LLM applications.
Tuesday 9 April 2024
Global smartphones, 4Q 2023
Global smartphone shipments hit the peak of 2023 in the fourth quarter, but decelerated in the first quarter of 2024 due to seasonality.
Tuesday 2 April 2024
Taiwan server revenue and shipment forecast, 2024
Taiwan server industry experienced a decline in 2023 revenues and shipments, but is poised to see growth in 2024.
Friday 29 March 2024
Notebook shipment update, February 2024
After a decline in January volumes, the global top-5 brand saw their combined shipments pick up from a month ago and also a year ago.
Wednesday 27 March 2024
Taiwan wafer foundry industry, 1Q 2024
Taiwan's wafer foundry industry will experience a sequential decline in first-quarter 2024 revenues before a rebound in the second quarter.
Thursday 21 March 2024
Development of NearLink in China
Chinese IT players are pushing NearLink technologies to satisfy short-range communication demand amid the trade tensions between the US and China.
Tuesday 19 March 2024
Global top-3 memory maker status, 4Q 2023
Global top-3 memory makers are expected to see rising revenues from the memory business in the first quarter of 2024 with HBM products to be the key growth drivers.