Qualcomm PC might bring it back to glory

In addition to Microsoft’s own Surface series, OEMs such as Asus, Acer, Dell, Lenovo, HP and Samsung have also released their own Windows 11 AI PCs based on Qualcomm PC platform, without exception they are all equipped with Snapdragon X Elite/X Plus chip series PC platform, this is the first time ever

ASIC market is getting bigger, and related listed companies in the US and Taiwan

650 Group estimates that the data center customized chip market will grow to $10 billion this year and double by 2025, while Needham analyst Charles Shi said that by 2023, broader customization ASIC market is worth approximately US$30 billion, accounting for approximately 5% of global annual chip sales.

Artificial intelligence (AI) benefits industries

This article will discuss the industries and manufacturers that have benefited significantly from the trend of generative artificial intelligence (AI) in the past year and a half in the short term.

Supermicro, a repeat offender of scandals, valuation is not justified and unsustanable, no worth for long-term holding

Supermicro has absolutely no autonomy in its business, no moat, ultra-low profit margins, and has been involved in negative scandals “repeatedly”. Competitors are too powerful—it is not recommended to hold it.

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