COMPUTEX exhibition focuses on AIPC supply chain

arts. Lin Zeyi

arts. Lin Zeyi Taipei International Computer Show (COMPUTEX) will officially debut in early June. The five major highlights of CES in the United States at the beginning of the year are all centered around various applications of AI. Let’s take a closer look at the keynote speeches of the CEOs of four major companies including AMD. On AI PC layout and new applications.
Last year, the outbreak of generative AI cloud servers spurred the Taiwan stock market index to rise by 2,000 points. The average increase in supply chain-related stocks was more than 30%. The investment research department of Li Chou believes that the current market index is at a high level. It is not easy to achieve another 1,000-point increase, but it is willing to fall. It is not easy to take advantage of the Computer Show to focus on AI PCs from power management IC, memory, high-speed transmission, heat dissipation to assembly, brand, etc., which are worthy of attention and attention.
Continuing the main focus of this year\’s CES, focusing on AI applications, let\’s first take a look at the keynote speeches that the four major CEOs will give at COMPUTEX.
AMD CEO Lisa Su will discuss how AMD is working with partners to push the limits of AI and high-performance computing in the data center, edge and end-user devices.
Qualcomm CEO Cristiano Amon will demonstrate the AI-accelerated experiences users can expect from next-generation PCs and the technological innovations required to enable them.
Intel CEO Pat Gelsinger will demonstrate Intel\’s next-generation data center and client computing products that integrate AI into the open ecosystem, allowing innovative technologies to be popularized and AI ubiquitous.
MediaTek CEO Tsai Lixing will discover that today’s AI computing makes the user experience more personal and intuitive.
Everyone should observe from this that generative AI has rapidly moved from cloud applications to edge applications, and it just follows the unsalable inventory of PCs and NBs caused by the epidemic in the previous two years and the adjustment of AI PCs. The emergence of PCs is bound to set off a wave of high machine replacement.
According to data from research firm Canalys, AI PC will become a mainstream product in the market in 2025. AI PC sales will account for more than half of overall PC sales in 2026 and will reach 60% in 2027, which means that there will be two out of every three laptops. The AI ​​PC annual compound growth rate is as high as 94%, and it is estimated that global PC output value will rise to approximately US$289 billion by 2028, with an annual compound growth rate of 9.1%.
Another focus is on key AI hardware innovations. From front-end computing power to terminal generation, generative AI requires huge computing power. Hardware support will become a key assistant in the development of generative AI, driving new development possibilities from industry to consumption.
Every time the forum topic is set, we can observe the future development trend of the technology industry, and we should also deeply feel that the AI ​​wave has quietly changed the face of industrial development.
Generative AI dominates AI and PC becomes the biggest highlight. The development of artificial intelligence has always been the focus of scientists. In March 2016, the Go match between AlphaGo developed by Google and the world\’s top Korean chess players set off a global craze for artificial intelligence. At that time, AI was also Major technological breakthroughs and milestones have filled people’s imaginations about artificial intelligence.
Until last year, the birth of the chatbot ChatGPT directly ignited the market\’s attention to AI. Global technology companies including Apple, Meta, Amazon, etc. rushed to invest resources in the development of AI. Behind the five major highlights of this year\’s CES are all centered around various AI applications.
Compared with the past, AI development has mainly focused on server and chip manufacturing-related fields. The share price of TSMC (2330), the world\’s leading wafer manufacturing leader, started from 448.5 yuan at the beginning of last year and rose as high as 826 yuan. The increase in the band was close to 80%, which drove the weighted index to repeatedly Since Taiwan stocks broke through the historical high of 12,682 points thirty years ago, this wave of AI has made Taiwan stocks different. It has broken through a large box-shaped consolidation range, and subsequent AI peripheral business opportunities have sprung up one after another. It is expected that Bring explosive growth to related industries.
Image source: Pixabay Source: \”Finance Weekly\” Issue 1238 For more exciting content, please go to \”Finance Weekly\”

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