Global notebook shipments made a around 5% sequential decline in the fourth quarter of 2023 before enjoying a minor increase in the first quarter of 2024 thanks primarily to robust orders from the eduction procurement sector
Global server shipments slid slightly from a quarter ago in the first quarter of 2024 and will rise around 2% both sequentially and on-yearly in the second quarter.
Chinese and US public cloud providers have invested in self-developed chip projects to achieve cost reduction and service differentiation in cloud services through vertical software and hardware integration
As air cooling grew insufficient for the heat dissipation of datacenters when running AI applications, L2A and L2L cooling methods are likely to see rising penetration to datacenters in the upcoming years.
Taiwan's IPC industry suffered a minor on-year decline in overall 2023 revenues, but the amount is expected to pick up in 2024 to arrive at above NT$300 billion.
Global top-3 memory makers are expected to see rising revenues from the memory business in the first quarter of 2024 with HBM products to be the key growth drivers.
