[News] PC Industry Shifts with Intel’s Propel on AI PC, Benefiting Upstream Companies like TSMC

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In mid-December, Intel is set to unveil its latest Core Ultra processor, Meteor Lake. Global PC brands like Lenovo, Microsoft, DELL, HP, Acer, Asus, MSI, and Samsung are rolling out new products to capture the market. The end-users is enthusiastic, and channel feedback suggests increasing orders, marking a turning point in the PC industry,  according to CTEE.

As per the designs by PC brands, AI PCs are poised to offer AI and machine learning, capable of executing intelligent applications and tasks at the edge. This translates to a boost in user productivity and entertainment experiences, enhanced communication efficiency, and improved work quality. Furthermore, these PCs prioritize data and privacy protection.

Taiwanese partners have corresponding models entering the market, with analysts anticipating AI PCs to become the primary driver for replacement demand in the latter half of the next year. Shipment volumes are estimated to surpass 100 million units in the next two years, benefiting Taiwan’s supply chain, including PC brands Acer, Asus, MSI, and ODMs Quanta, Compal, and Inventec.

On the other hand, TSMC stands up as a major upstream player, with rising utilization rate of the 5nm and 6nm advanced processes contributed to the big orders from the Meteor Lake. TSMC is in charge of the NPU, specifically designed for AI tasks.

Intel highlights 3D Foveros as the key to advanced packaging in mixing and matching compute tiles. This aspect is managed by its advanced packaging fab in Malaysia, ensuring the most efficient energy distribution.

(Image: Intel)