Thursday 21 September 2023
AI may encourage PC replacement
With Intel offering AI chips for PCs while OEMs such as Lenovo, Acer, and Asustek Computer actively invest in new AI PC projects, the PC industry may experience a wave of replacement...
Thursday 7 September 2023
PC chip order visibility to improve, say IC design houses
With PC vendors such as Dell issuing optimistic forecasts, IC design firms anticipate an improvement in order visibility from the PC industry, which means performance in the second...
Thursday 7 September 2023
AI may revive PCs
AI may be the catalyst for PC resurgence and return Microsoft to a key position to lead PC growth, according to sources at notebook ODMs.
Tuesday 5 September 2023
As AI drives server demand, brands pick up speed while Taiwanese suppliers provide support
Server brands are actively embracing the AI business opportunities, each coming with its own unique approach. Dell, with its close relationship with Nvidia, is aggressively pushing...
Tuesday 5 September 2023
Gaming notebook demand remains robust
Notebook shipments in the second half of 2023 are expected to be weak, with only gaming notebooks likely to witness growth, according to notebook ODM sources.
Thursday 31 August 2023
Foxconn, HP, Dell propose to make computers in India
With the upcoming license requirements for imported computers, India's incentive scheme for locally-made tablets and notebooks has attracted interest from global PC vendors.
Friday 25 August 2023
Notebook price cuts to stay fierce until end-2023
The current market for notebooks is witnessing intense price reductions initiated by both retailers and brand vendors, a trend that is anticipated to persist until the end of this...
Monday 17 July 2023
Dell Taiwan: AI is real, notebooks won't be finished
Dell Taiwan general manager Terence Liao stated that the company has over 1,000 AI projects internally. After several years of discussion, "AI is real" now. Additionally, regarding...
Thursday 6 July 2023
Notebook sales picking up in China
Notebook sales in China, particularly of high-end models, have increased recently, according to market sources.
Monday 29 May 2023
Nvidia AI GPU dominance to bolster key supply partners TSMC, Foxconn
Nvidia has almost monopolized the hottest AI GPU market as the largest beneficiary of the ongoing global generative boom sparked by ChatGPT, which will significantly benefit its manufacturing...
Wednesday 10 May 2023
Global server shipments to see slight sequential growth in 2Q23 amid cloud service boom
Upstream and downstream players in the electronics industry remained at the inventory adjustment stage in the first quarter of 2023, with their revenue performance mostly stalling...
Tuesday 25 April 2023
Apple ranked biggest mobile PC display purchaser throughout 2022, says Omdia
Total mobile PC (include notebook and tablet) panel shipments reached 479 million units in 2022, according to Omdia. This is the first time since 2020 that annual shipments came below...
Thursday 13 April 2023
Dell sees commercial PC market recovery
The commercial PC market experienced a difficult first quarter in 2023, but demand is expected to pick up in the second half, according to Kevin Terwilliger, VP and GM of the Latitude...
Friday 24 March 2023
Dell sees robust demand for AI products and solutions
Dell now has over 1,000 AI products and solutions on hand, indicating that the AI industry has reached a tipping point, according to Terence Liao, GM of Dell Technologies Taiwan.
Friday 24 March 2023
Taiwan foundries see surge in orders transferred from China
The US' escalation of the chip war with China has prompted more companies to shift their orders to Taiwan-based pure-play foundries. However, contract prices provided by TSMC and...
2023 Supply Chain Summit
DIGITIMES Research Special Report Databases
Global tablet demand stays in stagnation in 2Q23 and 2H23, says DIGITIMES Research
China smartphone AP shipments rise sequentially in 2Q23 and 3Q23, says DIGITIMES Research
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research