DRAM spot prices are now reversing their steady upward trend seen since the second half of 2023, beginning to decline as channel distributors are slowing down their inventory stocking...
Despite ongoing geopolitical tensions and inventory adjustments, the global PCB industry is poised for a resurgence, buoyed by robust demand for AI and HPC.
Although end demand has not fully recovered, increased investment by leading cloud service providers and the upcoming launch of Huawei's new smartphone P70 are still fueling the momentum...
According to the IDC Worldwide Quarterly Enterprise Infrastructure Tracker, buyer and cloud deployment, spending on compute and storage infrastructure products for cloud deployments,...
Cloud infrastructure services spending in China grew 22% on year in the fourth quarter of 2023, according to Canalys estimates, reaching US$9.7 billion and accounting for 12% of worldwide...
As we enter the second quarter, AI remains a focal point in the market. Nvidia, AMD, and Intel have successively released high-end chips, and with the gradual recovery of consumer...
According to market data, AI has become the growth driver for semiconductor companies as companies engaged in AI chips and equipment saw their market values surge.
Recently, a Meta executive for the South and Southeast Asia region stated that Vietnam has the potential to become one of the hubs for the AI industry due to the country's open policies...
