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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 5 June 2024
Pegatron reveals new AI server product equipped with Blackwell; set to ship in 4Q24
Computex 2024 kicks off this week with Nvidia CEO Jensen Huang firmly in the center of the spotlight.
Wednesday 5 June 2024
IC distributors Edom, GMI join Nvidia ecosystem, capturing opportunities in automation and GPU leasing
Nvidia CEO Jensen Huang disclosed a list of major Taiwanese supply chain partners in a keynote speech delivered before COMPUTEX 2024. The list extended beyond industry giants like...
Wednesday 5 June 2024
Semiconductor foundry utilization rates seen higher than 80% in 2H24, thanks to AI boom
Driven by the Artificial Intelligence (AI) fervor, semiconductor foundry utilization rates are recovering worldwide. Industry sources in South Korea say that the average global semiconductor...
Wednesday 5 June 2024
Nvidia confirms to enter ASIC market and will build 2nd AI Supercomputer in Taiwan
Nvidia CEO Jensen Huang told the global press that its plan of setting up an AI R&D center and the second AI Supercomputer Center is in progress, and directly confirmed that Nvidia...
Wednesday 5 June 2024
How Taiwan is related to Nvidia's rise to stardom in the AI Era

Nvidia, founded in 1993, has established itself as a leading player in the Graphics Processing Unit (GPU) market.

Wednesday 5 June 2024
Lens makers Largan, GSEO to shine in 2H24 as AI smartphones drive demand
Computex 2024 opened on June 4 with "the PC reborn" as one of its main themes, and leading brands pushing for an upgrade drive with new models across the board.
Wednesday 5 June 2024
Liteon takes OEM partners to join Nvidia GB200 supply chain
Computex 2024 is open. Taiwan-based Liteon Technology is showcasing the Nvidia GB200 NVL72 system with ecosystem partners for the first time. The company said it will accelerate the...
Wednesday 5 June 2024
Challenges lie ahead for Nvidia autonomous driving solutions
Nvidia CEO Jensen Huang said at a pre-Computex speech that Mercedes-Benz will adopt Nivida's Drive AV system in 2025 and other major carmakers will follow suit in 2026. While maintaining...
Wednesday 5 June 2024
Mobile phone surge powers Win Semiconductors into 2024
As the mobile phone market gears up for its traditional peak season, Win Semiconductors, the leading GaAs (gallium arsenide) wafer foundry, is poised to capitalize on the growing...
Tuesday 4 June 2024
Gelsinger celebrates AI PC moment at Computex 2024, forecasting Intel's 40th anniversary party in Taiwan next year
Confidently taking the stage at Computex Taiwan 2024, "the heartland of the ecosystem," Intel CEO Pat Gelsinger took a famous quote from Gordon Moore and added onto it by telling...
Tuesday 4 June 2024
Arm CEO sees 100 billion Arm devices for AI by 2025
During the ongoing Computex 2024 in Taipei, Arm CEO Rene Haas gave a keynote address on the significance of Artificial Intelligence (AI) computing.
Tuesday 4 June 2024
What's delaying Taiwan's LEO communication satellite program?
Taiwan's effort to build its own low Earth orbit (LEO) communication satellites has turned out to be harder than expected, as the country's electronics industry has long been geared...
Tuesday 4 June 2024
Liquid cooling not a guarantee to success, says fan manufacturer Power Logic
Cooling fan manufacturer Power Logic is looking toward future prospects in the AI server field, with its server-related products expected to enter mass production in 2025. Contrary...
Tuesday 4 June 2024
Acer, Compal miss out on crucial supply chain for Nvidia AI chips
Nvidia CEO Jensen Huang is currently in Taiwan engaging with local partners and suppliers, which still does not include a few key local firms such as Acer and Compal Electronics,...
Tuesday 4 June 2024
Computex 2024: Focus on AI servers, AI PCs
This year's Computex is mostly centered on AI-enabled servers and PCs. However, while the opportunities for AI server firms are limitless, the outlook for AI PCs must be carefully...