TechChain Insights: Call with Elan Micro; AI PC Significant Uptake 4Q24/1H25; Supply Chain Preparing
Elan Microelectronics is poised for growth in the AI PC upgrade cycle, with a strong position in the market and potential impact expected in late...
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PC Monitor: The Next Version of MSFT CoPilot Will Be the Killer App for a Global AI PC Upgrade Cycle
CoPilot, as an edge AI app, will drive a global PC upgrade cycle with its next-gen version requiring advanced hardware.
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Primer: Acer Inc (2353 TT) - Aug 2026
Acer is strategically shifting its focus towards higher-margin segments like gaming PCs and commercial clients, while actively diversifying into...
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Taiwan: Global Growth Leader Is the Genuine Goldilocks Economy
RGDP growth surged 8.7% in 2025 as soaring chip demand enabled a near-doubling of the trade surplus. With RGDP growing 9%, inflation at 1% (with...
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Semiconductor Real Time Indicators Update
Tracking monthly revenues of Taiwan semiconductor companies helps us identify key trends mid-quarter. Initially we tracked the MoM revenue changes....
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