Tech News This Week. TSMC and Samsung
Intel first signs of giving up on Gaudi. TSMC CoWoS capacity, sharp wafer price increase, agreement with Amkor in the US. DRAM prices slowdown in...
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3Q24 PC Shipments Are Flat YoY. Lenovo, Acer, Asus. Compal, Quanta, Wistron.
3Q24 PC shipments are flat YoY. The great recovery or AI replacement cycle aren’t happening (for now). IDC reported 3Q24 PC shipments declining -2%...
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TSMC, UMC Monthly Sales: TSMC up Strong but Plateauing, UMC Lackluster, Confirming 2 Big Trends
AI demand remains strong but YoY growth is plateauing. The rest of Tech end-demand remains weak (Consumer, PC, Auto, Industrials). Sept. monthly...
372 Views
All Is Not Well in Tech Sector, AI Growth Slows, TSMC Expensive. Samsung, SK Hynix More Attractive.
Difficult juncture for Asia Tech. Consumer and Enterprise segments are flattish; stocks have underperformed. AI is the only growth driver, growth...
275 Views
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