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Friday 22 December 2023
MOSFET maker Force-MOS expects notebook demand to recover in 2024
A rebound in notebook demand will boost Force-MOS Technology's sales performance in 2024, according to the Taiwan-based MOSFET manufacturer.
Friday 22 December 2023
AI PCs to generate value on par with AI servers, say IC substrate makers
Although the current hot topic is the adoption of AI into PCs, true AI PCs remain a dream, with only Intel's Core Ultra processors, codenamed Meteor Lake, coming close.
Thursday 21 December 2023
PC supply chain sees no disruption from Red Sea shipping crisis
Attacks on cargo ships by Houthi militia in Yemen have severely disrupted shipping lanes in the Red Sea and Suez Canal, with global ramifications. PC supply chain insiders note that...
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...
Tuesday 19 December 2023
Major Taiwanese notebook brands follow in Intel's AI PC footsteps and introduce new products
Intel's launched its next-gen processor, Core Ultra, on December 15. In response, all major Wintel PC brands have introduced new products that emphasize AI functions. Looking at the...
Tuesday 19 December 2023
PC peripheral IC suppliers gearing up for replacement demand
Suppliers of power management ICs (PMIC), touchpad controllers, and high-speed transmission processors are preparing to meet the demand generated by the upcoming wave of notebook...
Friday 15 December 2023
Brand PC vendors gearing up for new AI PC rollouts
Brand PC vendors will start rolling out their new AI PC models later this month through the first quarter of 2024 when new processor platforms from Intel and AMD will become availa...
Wednesday 13 December 2023
Notebook ODMs may see shipment growth resume in 2024
Notebook ODMs are expected to face shipment declines in 2023, but growth may resume next year, according to industry sources.
Tuesday 12 December 2023
IC design houses see positive signs of PC replacement demand
IC design firms have seen positive signs of PC replacement demand, but they are unsure how significant it will be, according to industry sources in Taiwan.
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
PC market growth unlikely to top 10% in 2024, say IC design houses
The global PC market's growth in 2024 may not be as rapid as many terminal device manufacturers anticipate - a 10% increase, according to sources at IC design houses.
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
AI will be greatest driving force behind PCs, say tech leaders
The tech industry's main driver in 2024 will be AI, according to the leaders of industry heavyweights Quanta and Acer. Quanta chairman Barry Lam gave the opening keynote at the 6th...
Wednesday 29 November 2023
Uncertainties ring: will the IC design industry return to normalcy in 2024?
The prolonged chaos in semiconductor inventory management seems to be nearing its end, with only a few applications affected by the situation. Most industry players reckon that this...
Wednesday 29 November 2023
Qualcomm promoting Arm chips for PCs
Qualcomm has stepped up its deployment in the PC processor market, promoting Arm-based chips, following Apple's success with Arm-based PCs.