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AI chip giants gather at Computex 2024: Will it bring new opportunities?
The tech landscape is evolving with AI-enhanced PCs, which promise to revive this declining industry. This trend is highlighted at Computex Show More
The tech landscape is evolving with AI-enhanced PCs, which promise to revive this declining industry. This trend is highlighted at Computex 2024 in Taipei from June 4 to 7, where $NVIDIA (NVDA.US)$ , $Advanced Micro Devices (AMD.US)$ , $Intel (INTC.US)$ , and $Qualcomm (QCOM.US)$ are showcasing their latest AI advancements. AI PCs are the focal point, emphasizing widespread AI adoption.

Driven by the AI boom, $Dell Technologies (DELL.US)$ has emerged as the "new AI favorite." Despite a stock price drop after its earnings report, analysts remain optimistic about Dell's growth potential. In this situation, semiconductor stocks have also fluctuated, and companies are generally showing strength.

AI PCs may rejuvenate the industry, as the PC market has slowed in recent years. By 2025, AI PCs are expected to make up 16% of the market and 64% by 2028.

🎙️Discussion
1. Which company do you think will emerge as the leader in the AI PC market, and why?
2. How are you positioning in the recent trends?
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