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Tech News: Smartphone and PC Stabilize. Semicon Capex Cuts. Cloud Capex Up. TSMC Increasing Prices.

456 Views26 Jan 2025 05:11
​Smartphone and PC small growth in 2024 and 2025, but Silicon content in processors and DRAM will increase. Semiconductor Capex cuts in 2025. Cloud Capex booming and AI segment performing well.
What is covered in the Full Insight:
  • Smartphone Market Overview
  • PC Market Trends
  • Semiconductor Capex Developments
  • Cloud Capex Expansion
  • TSMC Price Changes
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Nicolas Baratte
Technology / Semiconductor / Internet Research
Information TechnologyEquities
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