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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 3 May 2024
Turning away from price slashing in China, IPC makers look toward Southeast Asia
Smart manufacturing and edge computing trends have led to renewed demand in the Industrial PC (IPC) market.
Friday 3 May 2024
Qualcomm, MediaTek unfazed by Huawei rebound
Leading handset chip vendors Qualcomm and MediaTek are unlikely to be alarmed by Huawei's fast rebound in China's smartphone market, according to industry sources.
Friday 3 May 2024
Apple to emerge from slump in 2H24, says supply chain
Apple is expected to rebound from a lackluster first half of 2024, with shipments of both iPhones and Mac computers picking up in the latter part of the year, say supply chain sources...
Thursday 2 May 2024
CHPT expects probe card orders to pick up in 2H24
Chunghwa Precision Test Tech (CHPT), an IC test interface solutions provider, is optimistic about demand spurred by AI servers and smartphones and projects a surge in probe card orders...
Thursday 2 May 2024
Chinese telecom giants vie for AI supremacy with massive server procurements
In response to the flourishing development and expanding applications of AI, a race to acquire the most AI servers between China's trio of telecom giants has been ignited.
Thursday 2 May 2024
AI server power supplies and cooling behind Lite-On's strong showing
Lite-On Technology reported NT$28.776 billion (US$882.5 million) in revenue for the first quarter of 2024, marking a decrease of 22% from the previous quarter, and a 15.8% drop yea...
Thursday 2 May 2024
Taiwan's computer industry production value CAGR nears 30% in past 5 years
Thanks to the server supply chain shift out of China due to the US-China trade conflicts, Taiwan's computer production value has grown significantly over the past 5 years. Although...
Thursday 2 May 2024
Qualcomm sees strong chip sales in Chinese smartphone market, anticipates continued diversification into automotive business
Qualcomm reported slightly stronger-than-expected results over the past quarter, and its upbeat outlook suggests an improvement in the mobile phone industry. Qualcomm also expects...
Thursday 2 May 2024
In-house AI chip R&D of US, China major CSPs
Chinese and US public cloud providers have invested in self-developed chip projects to achieve cost reduction and service differentiation in cloud services through vertical software...
Thursday 2 May 2024
Why is Nvidia GPU seizing Open RAN opportunities
There has been a global wave of AI enthusiasm over the past year, particularly driven by the increasing demand for Large Language Models (LLMs).
Thursday 2 May 2024
Micron shipping critical memory for AI data centers
Micron Technology announced that it is leading the industry by validating and shipping its high-capacity monolithic 32Gb DRAM die-based 128GB DDR5 RDIMM memory at speeds of up to...
Thursday 2 May 2024
Intel's AI ambitions stumble as Nvidia dominates
With Nvidia continuing to make waves in the market, the gap between companies attempting to catch up with them in the cloud AI arena continues to widen.
Tuesday 30 April 2024
Microsoft to invest US$1.7 billion in Indonesia for AI, Cloud
Microsoft Corp. will invest $1.7 billion to build out cloud computing and artificial intelligence infrastructure in Indonesia, betting on Southeast Asia's biggest economy to spur...
Tuesday 30 April 2024
Water cooling demands to surge as Nvidia shows AI server TDP will continue rising
Nvidia's GTC 2024 has confirmed the architecture of AI GPU. However, the demand for water cooling is increasing along with the growth of computing power. Where 1,000 watts were deemed...
Tuesday 30 April 2024
China-made server shipments to US contract
Government sources indicate that the proportion of servers imported from China to the US declined from 18.8% in 2017 to 1.7% in 2023, based on trade dynamics over the past five yea...