AMD optimistic about AI-related performance; gaming business unlikely to improve in short term

In the first quarter of 2024, AMD’s data center and client revenue experienced year-on-year growth rates of over 80%. The company is optimistic that AI will fuel these two businesses to continue to grow. In contrast, AMD’s gaming business saw a significant decline of nearly 50%, with prospects appearing even bleaker. It’s speculated that this could affect the launch of new products.

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Military PA provider Transcom sees drones and electromagnetic warfare as growth drivers

Transcom, a Power Amplifier (PA) manufacturer primarily focused on the defense industry, has seen steady growth in its overall operations, benefiting from defense contracts and increasing shipments of microwave communication products. It also has prospects to penetrate the aerospace and commercial satellite communication product markets in the United States and Japan.

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Taiwan’s satellite suppliers ride the wave of low-Earth orbit boom

As the Low Earth Orbit (LEO) satellite industry gains traction, Taiwanese suppliers are positioned for success, buoyed by the continued launches from SpaceX and the entry of Amazon’s Project Kuiper. With Universal Microwave Technology (UMT) eyeing a potential revenue surge and FIC Global’s subsidiary, Ubiqconn, expressing optimism, Taiwan’s satellite component manufacturers are poised to capitalize on this burgeoning sector.

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