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: Micro Star International (2377 TT) - Aug 2026
Micro-Star International (MSI) is a leading global manufacturer of computer hardware, with a strong brand reputation in the high-margin gaming...
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PC Monitor: Growth Expectations Have Increased Recently; HPE Signals Enterprise AI Acceleration
PC & Server Solution share prices have dipped from recent highs, however forward growth expectations have increased over the last month and...
622 Views
Asustek: Margin Beat, Guides More Upside; Qualcomm for AI PCs; Why Asus Confident in AI PC Up-Cycle
Asus beats earnings expectations by 46% in 1Q24, plans major AI PC launch event with Qualcomm processors, confident in PC upgrade cycle and future...
728 Views
Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand
Many Taiwanese companies participating at Nvidia's GTC conference this week. Local reports say Samsung to hike NAND flash prices by 20%. Also,...
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