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17 Jun

Microsoft and Qualcomm unveil AI-powered Copilot+ PC: pre-orders surpass expectations

June 17, 2024
By jeff

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.

17 Jun

Latest News and Trends

HBM competition (3): the likely changes in the industry ecosystem

June 17, 2024
By jeff

Before we discuss the possible impact of HBM4 standard interface on the DRAM industry, we need to review the current status of the DRAM industry.

17 Jun

Latest News and Trends

Mini LED TV sales going strong; could surpass 10 million units by 2025

June 17, 2024
By jeff

Display technology upgrades have been the main theme in the long-term development of the TV industry.

17 Jun

Latest News and Trends

Taiwanese server supply chain players keenly seeking partnerships with Nvidia for lucrative AI applications

June 17, 2024
By jeff

Taiwanese server supply chain players are keenly seeking partnerships with Nvidia for lucrative AI applications

17 Jun

Latest News and Trends

MOHW to embrace AI amid imminent AWS data centers in Taiwan

June 17, 2024
By jeff

As the global Generative AI (GenAI) phenomenon continues, Taiwan’s traditionally conservative Ministry of Health and Welfare (MOHW) is becoming proactive in pursuing its applications in addition to plans for electronic medical records.

17 Jun

Latest News and Trends

Does AI scale-up distract emerging Taiwanese automotive tier-1 suppliers?

June 17, 2024
By jeff

Geopolitics and the Group of Two (G2) dynamic have attracted Taiwan’s ICT supply chain much attention.

17 Jun

Latest News and Trends

How Chinese automakers can respond to EU’s new EV tariffs and continue to grow

June 17, 2024
By jeff

Chinese EV manufacturers may feel resentment toward the additional tariffs imposed by the EU, but in reality, they still have multiple options to maintain sales growth.

17 Jun

Latest News and Trends

Broadcom foresees AI revenue surpassing US$10 billion, no plans to rival Nvidia GPUs

June 17, 2024
By jeff

Broadcom stated that the demand for AI networking products and customized accelerators from hyperscale customers is quite strong. For the second quarter of the fiscal year 2024 (ended May 5, 2024), AI-related revenue grew significantly by 280%, reaching US$3.1 billion, and is expected to surpass US$11 billion for the entire year.

17 Jun

Latest News and Trends

Microsoft’s Japan chief sees country accelerating its use of AI

June 17, 2024
By jeff

Japan has been one of the fastest countries to embrace the use of new artificial intelligence tools and has the potential to accelerate its economy and tech sector by going further, according to Microsoft Japan President Miki Tsusaka.

17 Jun

Latest News and Trends

Meta delays AI chatbot launch in Europe after regulator pushback

June 17, 2024
By jeff

Facebook parent company Meta Platforms Inc. will delay its launch of the Meta AI chatbot in Europe after regulators on the continent requested the company pause its plan to train its large language models with posts from users there.

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