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Friday 29 March 2024
HP visits Taiwan with most high-level delegation ever
Supply chain sources revealed that HP CEO Enrique Lores led a whirlwind visit to Taiwan this week.
Friday 29 March 2024
OLED adoption among notebooks to accelerate in 2025-2026
The adoption of OLED display technology among notebooks is poised to accelerate between 2025 and 2026, according to market sources.
Friday 29 March 2024
New AI PC definition may boost PC chip sales
Intel and Microsoft collaborated on establishing AI PC principles, which were introduced at a recent developer event.
Wednesday 27 March 2024
MediaTek and Nvidia may partner further in automotive biz
There is speculation regarding a closer partnership between MediaTek and Nvidia in the automotive sector and beyond.
Tuesday 26 March 2024
IC design houses optimistic about AI PC chip shipments despite low penetration
Taiwanese IC design houses remain confident about AI PC-related chip shipments in 2024, despite an AI PC penetration rate of 5% at most for the year, according to industry sources.
Monday 25 March 2024
AMD's Lisa Su brings AI PCs to China
Su was accompanied by AMD executives on her trip to Beijing.
Thursday 21 March 2024
Bank of America foresees surge in GenAI demand, optimistic for AI on device
The Bank of America Research Department said that current demand for GenAI primarily stems from cloud infrastructure deployment, with market momentum driven by chip manufacturers,...
Thursday 21 March 2024
Improved hardware on AI PCs will lead to increased prices, says Asus
Asus' annual performance in 2023 remained flat due to the lack of significant recovery in demand.
Wednesday 20 March 2024
Generative AI will bring in a decade-long golden age for Taiwanese supply chain, says DIGITIMES VP
DIGITIMES Vice President Eric Huan Huang says despite the potential for AI development to become overinflated, there are significant growth opportunities in the future for AI appli...
Wednesday 20 March 2024
Qualcomm sees PC supply chain support in AI PC efforts
After Qualcomm announced its Snapdragon X Elite PC platform with its custom Oryon architecture in 2023, market watchers have shown skepticism and optimism in the company's AI PC ef...
Thursday 14 March 2024
Acer CEO: Only black swan for notebooks could be in panel prices
Acer Chairman and CEO Jason Chen noted that the current notebook supply is going smoothly and the Red Sea crisis had a limited impact. The only potential "black swan" is the oversupply...
Thursday 14 March 2024
AI business opportunities for PCs and smartphones
As edge AI business opportunities continue to brew, smartphones and PCs are considered the primary platforms driving related business opportunities.
Wednesday 13 March 2024
With replacement demand and new AI PCs, JEITA estimates global PC sales to grow by 0.4% in 2024
The Japan Electronics and Information Technology Industries Association (JEITA) estimated that the global PC market scale, in terms of units, will shift away from the declines in...
Wednesday 13 March 2024
Innovation in GenAI algorithm technology accelerates popularization of AI smartphones and PCs
Since 2023, Generative AI (GenAI) has been the main momentum driving the electronics industry forward. Its developmental vision has gradually extended from the cloud to the edge,...
Monday 11 March 2024
Microsoft's Surface sees increased presence from Qualcomm; x86 camp's Intel and AMD losing ground
Microsoft recently released its financial report for the second quarter of fiscal year 2024 (ending December 31, 2023). Revenue for Windows OEM showed growth, indicating a gradual...