Industry insiders: the trend of PC replacement is expected to appear in 2024. The demand for related chips is expected to increase significantly.

[industry insiders: the PC replacement wave is expected to appear in 2024 and the demand for related chips is expected to increase significantly] Science and Technology Innovation Board Daily on the 16th, industry insiders revealed that the chip design industry is preparing for the possible PC (personal computer) replacement wave in 2024, and it is expected that the demand for chips will increase significantly next year. Although there is some replenishment demand in the first half of 2023, the PC market has not really recovered this year. At present, the orders received by PC-related chip manufacturers are still dominated by short-term orders. In addition, some suppliers are expected to start shipping small quantities of new specifications by the end of the year, and sources say there will be no clear sales momentum until 2024. (Taiwan Electronic Times)