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.
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,...
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...
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...
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...
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...
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,...
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...
GenAI stands out as a key focus in the 2024 supply chain. As AI gradually transitions from cloud to edge computing, it also drives the emergence of terminal applications such as AI...
Through its affiliate 3CEMS, First International Computer Global (FICG) is aggressively pursuing AI business opportunities. FICG will start shipping AI servers, which include motherboards...
As AI continues to dominate talk in the market, makers of smartphones, notebooks, PCs, and other products that have already plateaued are all trying to leverage the AI boom to increase...
