A graphics processing unit (GPU) upgrade by Nvidia Corp is expected to drive growth in the global gaming industry this year and benefit local firms with high exposure to the sector, Yuanta Securities Investment Consulting Co (元大投顧) said in a client note on Friday.
The US chipmaker is to launch its new Ampere-based GPU in the second half of this year, leading to a rebound in demand for gaming GPUs and notebook computers after weaker-than-expected sales in the sector last year due to Nvidia digesting inventory, Yuanta said.
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