GAI 專題｜GAI風潮重塑伺服器產業鏈
AI applications are blossoming, and many people are afraid that they will be replaced by AI. AI authority Ben Goertzel said that artificial intelligence may be replaced by AI in the future. ... Read more
GAI 專題｜從運算架構發展，剖析Intel、AMD與NVIDIA的市場競局(下)
Recently, because of the ChatGPT, AI and its hardware layout have become the focus of the market, analyzing Intel, AMD and NVI from the products launched. ... Read more
GAI 專題｜從運算架構發展，剖析Intel、AMD與NVIDIA的市場競局（中）
After briefly reviewing the revenue performance of the three major chipset vendors in their main product lines, we will look at the competitive situation of their computing products in CPU, GPU, and even other computing architectures. ... Read more
GAI 專題｜從運算架構發展，剖析Intel、AMD與NVIDIA的市場競局 (上)
Discussions of a competitive relationship between Intel and AMD are nothing new, and NVIDIA's GPUs are a major player in the graphics processing industry. ... Read more
上半年產業回顧｜剖析全球科技供應鏈，2024年方能迎來產業成長期：產業總結
If we look at the major IC design, foundry, and even end-system companies from a broad perspective, it is clear that their revenue growth in 2022 will be different. ... Read more
上半年產業回顧｜剖析全球科技供應鏈，2024年方能迎來產業成長期：蘋果與聯想
Apple has always been a leader in the global consumer electronics field. In addition to the sale of hardware products, it also has a business model of software services, which has been growing year by year to become another part of the Apple ... Read more
上半年產業回顧｜剖析全球科技供應鏈，2024年方能迎來產業成長期：晶圓代工與台積電
In 2023, the global foundry industry will face the slowest quarterly growth since Q4 2022. According to market researcher Omdia, as shown in the chart below ... Read more
上半年產業回顧｜剖析全球科技供應鏈，2024年方能迎來產業成長期：台灣IC設計公司
In addition to MediaTek [see previous post for data discussion, AP/CPU/GPU makers], Reynolds & Reynolds also ranked second and third in the domestic IC design industry. ... Read more
上半年產業回顧｜剖析全球科技供應鏈，2024年方能迎來產業成長期：AP/ CPU/ GPU大廠
Currently the market is generally not very optimistic about the global smartphone shipments in 2023, according to many market research organizations published data forecasts show that sales from only a growth in ... Read more
上半年產業回顧｜剖析全球科技供應鏈，2024年方能迎來產業成長期：半導體產業綜觀
As we enter the mid-to-late second quarter of the year, with many major players having already announced their Q1 2023 revenues, the market is still focused on when the tech industry will turn around. Growth ... Read more
