Liquid cooling will become common for AI servers in 2025 and Taiwanese supply chain makers are prepared thanks to their long years of experience.

Global notebook shipments will rise stably over the next five years with a CAGR of 4%.

Sovereign AI poses challenges to the three major public CSPs over the global deployment with local players welcoming new business opportunities.

Notebook deployment at channels in Europe and North America for year-end holidays decelerates, leading to a 26% on-month shipment deceleration for top-5 notebook brands together in October.