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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
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...
Tuesday 30 April 2024
As capital expenditures become focus for CSPs, Taiwan-based server suppliers eye opportunities
Due to rising demands for AI servers, US Cloud Service Providers (CSPs) have seen their capital expenditures increase. With Nvidia's Blackwell-powered chips expected to command even...
Tuesday 30 April 2024
ZTE's 2023 revenue and income growth belie hidden headaches
Major telecom equipment companies are now bracing for a gloomy 2024 as the global Radio Access Network (RAN) market remains in the doldrums, with Ericsson expecting a depressed market...
Monday 29 April 2024
Tata reportedly developing in-house CNC tools for iPhone casing
The Economic Times quoted sources saying that Tata Electronics, which joined the ranks of Apple suppliers in recent years, is now engaged in internally developing very sophisticated...
Monday 29 April 2024
Foldable phones and AI: the driving forces behind 2024's smartphone demand
In the second quarter outlook for 2024, MediaTek has projected a return to normalcy in shipments after inventory restocking by clients in preceding quarters. Anticipating a decline...
Monday 29 April 2024
MediaTek's 1Q24 revenue and earnings rise, full-year visibility improves
MediaTek has presented its detailed first-quarter financial report. The fabless chipmaker's gross profit margin was significantly higher than the average level thanks to strong customer...
Friday 26 April 2024
Microsoft, Google gain after AI fuels cloud computing demand
Microsoft Corp. and Google owner Alphabet Inc. sent a clear message to investors on Thursday: Our spending on artificial intelligence and cloud computing is paying off.
Friday 26 April 2024
Huawei's new phone runs latest version of Made-in-China chip
Huawei Technologies Co.'s latest smartphones carry a version of the advanced made-in-China processor it revealed last year, independent analysis revealed, underscoring the Chinese...
Friday 26 April 2024
Huawei's 7nm chip capability and HBM development reflect China's advanced processes ambition
Huawei continues its relentless journey towards chip self-sufficiency, showcasing signs of China's further advancements in advanced manufacturing processes.
Friday 26 April 2024
6G on the horizon: a glimpse into the future of mobile communication
As the curtain falls on 5G with the final standard Release 19 taking center stage, the tech world is already buzzing with curiosity about 6G's debut. Adding to the excitement, 3GPP...
Friday 26 April 2024
Phison's aiDAPTIV+ poised to bridge the gap in on-device AI fine-tuning, CEO foresees exponential growth
In addressing high computing costs for Generative AI (GenAI), there is a market gap in on-device AI model fine-tuning computation between cloud AI servers and AI PC terminals.
Friday 26 April 2024
From cloud to edge: GenAI's trillion-dollar market potential and challenges unpacked
GenAI is expanding its footprint from cloud to edge, with leading chip and platform manufacturers joining forces to tap into the burgeoning market.