Momentum for mass NB growth limited by AI PC surrogate marketing

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Taiwanese firms prepare for silicon photonics and CPO packaging opportunities as AI data center continues growthDigitimes
Taiwanese firms prepare for silicon photonics and CPO packaging opportunities as AI data center continues growth 130
Bravo iDeas enters AI toy market with emotional AI companion integrating LLMsDigitimes
Bravo iDeas enters AI toy market with emotional AI companion integrating LLMs 125
US tariff easing slows supply chain shift to Southeast AsiaDigitimes
US tariff easing slows supply chain shift to Southeast Asia 120
AI hasn't delivered the profits it was hyped for, says DeloitteThe Register
AI hasn't delivered the profits it was hyped for, says Deloitte 120
Sony no longer home of the Bravia as it plans TV biz spin-out to China’s TCLThe Register
Sony no longer home of the Bravia as it plans TV biz spin-out to China’s TCL 116
Curl shutters bug bounty program to remove incentive for submitting AI slopThe Register
Curl shutters bug bounty program to remove incentive for submitting AI slop 114
Asus phases out mobile phones but stays in market due to Google dealDigitimes
Asus phases out mobile phones but stays in market due to Google deal 113
EMS watch: Celestica and Flex double down on platform-led data center builds; Sanmina and Jabil expand through M&A and diversified portfoliosDigitimes
EMS watch: Celestica and Flex double down on platform-led data center builds; Sanmina and Jabil expand through M&A and diversified portfolios 107


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