Taiwan-based notebook ODMs typically anticipate a flat or only minor increase in third-quarter shipments due to the high base from the previous quarter.
Unlike other major tech companies that heavily rely on Nvidia GPUs for training and inference tasks of Large Language Models (LLM), Apple's Apple Intelligence server chips are unique. They utilize Apple's self-developed Apple Silicon, with multiple reports indicating the use of M-series chips.
Following in the footsteps of the EU's regulations, India is reportedly considering implementing a timeline for standardized charging port requirements for consumer electronics by 2025 and 2026, a move that could potentially have the greatest impact on older iPhone models sold in India.
As Xiaomi is expected to celebrate its tenth anniversary in entering India in July, the company is strategizing to pivot towards premiumization, AIoT, ecosystem integration, and local manufacturing to reclaim its leadership position in the country.
The recent reports of Apple's delayed launch of the next-generation Vision Pro cast a shadow over the market outlook for OLED on Silicon (OLEDoS) technologies.
AOET held its annual shareholders meeting on the 20th, in which Wei-Ya Kao, chairperson of the company, discussed AOET's operational status. He indicated that revenue for 2024 is expected to surpass that of 2023.
As AI PCs make their way into the mainstream, Intel's upcoming Lunar Lake AI processors are now said to be delayed, with shipments beginning in September instead of June as originally planned. Since both Qualcomm and AMD have begun shipping their AI PC processors, Intel is now at risk of losing its dominant position in the market.
Intel China chairperson and SVP Rui Wang told the Chinese media in an interview that with Intel's IDM 2.0 strategy in place, its China 2.0 strategy will also be implemented to face up to the keen competition in the AI era.
After bearing the brunt of multiple rounds of sanctions in recent years, Huawei is now eyeing a resurgence thanks to the Kirin chips produced by its subsidiary HiSilicon.
As AI applications expand to portable devices such as notebooks, demand for the latest generation of graphics memory, GDDR7, is gaining momentum, especially after AI chip leader Nvidia unveiled that its next-generation laptop GPUs will adopt GDDR7 for graphics processing. Major memory makers are gearing up for mass production competition.
Microsoft and Qualcomm's limited-time collaboration on the Copilot+ PC has entered its pre-order phase, marking a significant step in bringing AI-powered PCs to the consumer market. This initiative represents the first major outcome of Microsoft's decision to partner with Qualcomm for the initial rollout.
The AI trio is occurring concurrently, spanning product invention and planning, and market development, according to Quanta Computer chairman Barry Lam, who spoke at a shareholder meeting on June 14.
Samsung Electronics Chairman Lee Jae-yong recently met with the CEOs of major tech companies such as Meta, Amazon, and Qualcomm, sparking speculations regarding the potential technology and business collaborations between the Korean IT giant and these firms.
Asustek Computer's goal is to boost server business sales fivefold over the next five years, which may be accomplished ahead of schedule, according to company chairman Jonney Shih.
With Apple set to introduce Apple Intelligence in its iPhone 16 series, the South Korean industry and securities sector are hopeful that LG Innotek, Apple's camera module supplier, can benefit from this development.
Taiwan is expected to witness a significant surge in the number of data centers and supercomputers in the next few years, which will result in high electricity consumption.
