Insights
.TV Entering July, TV panel demand weakens temporarily, as inventory stocking for the year-end peak season in August and September has yet to begin. Amid elevated cost pressures, brand customers continue to push panel makers for price reductions. Panel makers worked to keep prices stable in the...
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Chinese companies are increasingly shifting away from NVIDIA's advanced AI accelerators in favor of domestic alternatives. According to Bloomberg, executives surveyed expect domestic products to account for 46% of their AI accelerator budgets over the next 12 months, up from 30% currently. Meanwh...
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Rising memory and storage costs are driving PC brands to explore lower-cost component suppliers. According to Commercial Times, soaring prices for key components such as memory and SSDs have made Chinese suppliers an increasingly attractive option for PC brands looking to reduce costs. Beyond Lenovo...
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Intel has raised prices for a range of its CPUs. According to Tom’s Hardware, the company confirmed on the 3rd that it had increased prices for selected consumer and server processors. An Intel spokesperson said the pricing adjustments reflect current market conditions, including rising supply cha...
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Amid surging DRAM and NAND prices, Samsung’s newly released second-quarter earnings guidance once again exceeded market expectations. According to the the company, cited by Hankyung, preliminary second-quarter operating profit reached KRW 89.4 trillion (US$65.6 billion), up 1,810.3% year over year...