Qualcomm Leapfrogs Intel & AMD To Power The First Microsoft CoPilot + PCs
Microsoft launched CoPilot+ PC. It requires an NPU of >40 TOPS. Only Qualcomm has this, making them the sole supplier to Microsoft & leading OEMs...
283 Views
Taiwan Tech Weekly: TSMC's Latest Sub-Industry Guidance; PC Names Strong; Computex & Apple WDC Ahead
TSMC provides industry guidance for 2024E, more detail on Nvidia and Mediatek developing AI PC chip to rival Qualcomm and Intel, Samsung's HBM...
448 Views
Nvidia Up Sharply Again - Can This Last?
Nvidia's quarterly sales of $26 billion, driven by AI server demand, poses a threat to Intel and AMD, but hyperscalers may be building up...
366 Views
[Blue Lotus Daily]:9926 HK/1801HK/ BGNE/9995HK/ZLAB/NIO/LI/1211HK/BEKE/1810HK/3888HK/981HK/MSFT/INTC
US Biosecure Act extends Chinese collaboration until 2032, BeiGene and Zai Lab exceed Q1 expectations with BRUKINSA and Efgartigimod.
135 Views
GEMWeekly (3 May 2024): Indonesia, China, Philippines Macro; Huawei, Naver
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
327 Views