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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 7 February 2024
PixArt upbeat about demand for PC and gaming mice
IC design house PixArt Imaging (PXI), which supplies CMOS image sensors (CIS) and other sensor chips, anticipates consistent growth in sales from orders for PC and gaming mice in...
Thursday 11 January 2024
Taiwan MOSFET firms cautiously optimistic about growth in 2024
Taiwan-based MOSFET companies anticipate sales will return to growth in 2024 and are optimistic that AI PCs will revitalize the PC market.
Tuesday 26 December 2023
Global PC shipments forecast to recover in 2024 after unprecedented slump in PC demand, says IDC
With shipments totaling 68.5 million units in the third quarter of 2023, the global PC market outperformed expectations. But that volume was still down 7.2% compared to the same quarter...
Tuesday 19 December 2023
AI PCs to boost semiconductor demand but beware China's legacy chip flood
The semiconductor industry went through a year-long correction over the past year. With smartphone and PC inventory correction finally ending, new hopes are emerging on the horizon...
Friday 8 December 2023
Acer expects AI PC demand to emerge by end-2023
Demand for AI PCs or PCs that are AI-ready is expected to arise and develop by the end of 2023, according to Acer chairman and CEO Jason Chen.
Tuesday 5 December 2023
MOSFET suppliers remain cautious
Despite a slight rebound in the PC industry, Taiwan-based MOSFET suppliers remain cautious about near-term demand expectations.
Friday 1 December 2023
Suppliers optimistic about ABF substrate market in 2024, 2025
Industry suppliers are generally optimistic about Ajinomoto Build-up Film (ABF) substrate market prospects for 2024 and 2025, citing the recovery of the PC market, a growing demand...
Thursday 23 November 2023
PC market has bottom out, says IC distributor GMI
The PC market is bottoming out and will start recovering in the fourth quarter of 2023, according to IC distributor GMI Technology, which also expressed optimism about demand for...
Friday 3 November 2023
Darfon sees PC demand rebound
As PC inventory levels return to normalcy and keyboard demand recovers, Darfon Electronics projects double-digit growth for its IT-related business. Additionally, the regular bike...
Friday 20 October 2023
Chipmakers continue digesting inventory
Fabless chipmakers continue to reduce inventories in the fourth quarter of 2023, as they remain concerned about the visibility of mobile phone and PC demand, according to industry...
Thursday 19 October 2023
PC demand picking up, says Acer chairman
PC demand is rebounding, but the supply chain should remain cautious about the possibility of black swan events, according to Acer chairman and CEO Jason Chen.
Wednesday 18 October 2023
PC peripheral IC suppliers gearing up for AI PCs
PC peripheral IC suppliers are gearing up for the release of new AI PC models scheduled for the fourth quarter of 2023 and the first quarter of 2024, according to industry sources.
Thursday 12 October 2023
Brand PC vendors say demand is picking up
Brand PC vendors including Dell and Hewlett-Packard (HP) have expressed optimism that demand is increasing, boosting confidence in related industry supply chains.
Tuesday 12 September 2023
DDI backend firms see lackluster demand in 2H23
The sluggish sales of TVs and notebooks have prompted display driver IC (DDI) backend houses and related backend materials suppliers to be cautious about demand in the second half...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research