Subject


Semiconductors


2023-11-09

[News] AI Server Makers Wistron and Wiwynn Stay Hot in Q4, Fueled by AI Shipment Surges

Wistron experienced a slowdown in shipments for product lines like PCs and displays in October, following the prior demand surge. However, their GPU-related AI server products continue to maintain their growth trajectory. Simultaneously, Wiwynn, a subsidiary of Wistron, witnessed a remarkable 20% mo...

2023-11-09

[News] AI PCs and Smartphones on the Rise as Generative AI Expands to the Edge

The fusion of AIGC with end-user devices is highlighting the importance of personalized user experiences, cost efficiency, and faster response times in generative AI applications. Major companies like Lenovo and Xiaomi are ramping up their efforts in the development of edge AI, extending the generat...

2023-11-08

[News] Module Makers Prepay to Secure NAND Flash Amidst Supply Squeeze and Price Surge

After several quarters of inventory depletion, the NAND market is gradually heating up, and there are concerns of a tighten supply in 2024. During an Investor Meeting held on the 7th, Phison Electronics Corporation, a supplier of NAND flash memory controllers and modules, announced that due to cap...

2023-11-08

[Insights] Weekly Price Update: DRAM Stalls, NAND Flash on the Rise

In the spot market, DRAM prices are showing a slight divergence from the contract market. Spot demand has decreased, preventing further price increases for DRAM chips. Meanwhile, NAND Flash prices have been rising due to ongoing wafer shortage. However, spot quotations for NAND Flash packaged dies r...

2023-11-08

[News] Intel’s CEO Envisions Over One Hundred Million AI PC Shipments in Two Years

On November 7th, Intel held its "Intel Innovation Taipei 2023 Technology Forum", with CEO Pat Gelsinger highlighting the healthy state of PC inventory. He also expressed optimism about the injection of several more years of innovative applications and evolution in PCs through AI.  Intel Aims to ...

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