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Goldman Sachs analyst Guini Lee released a report on May 27 stating that their team expects the High-Bandwidth Memory (HBM) market size to grow at a compound annual growth rate (CAGR) of close to 100% from 2023 to 2026 and reach US$30 billion by 2026. HBM is one of the most critical components used in AI chips, especially considering that NVIDIA's latest chips have incr...
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Industry leaders remain optimistic about AI PCs. Acer chairman Jason Chen likens their potential impact to the internet boom of the late 1990s, while Wistron president Jeff Lin believes AI PCs will gradually gain traction. $HP Inc(HPQ.US$ shares surged after reporting second-quarter earnings, driven by growth in PC sales. The company expects to benefit from the AI era, having announced AI-powered PCs. CEO Enrique Lores indicated mo...
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