Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
Friday 19 July 2024
Micron sampling MRDIMMs for AI and HPC
Micron Technology has disclosed that it is currently conducting sampling of its Multiplexed Rank Dual Inline Memory Modules (MRDIMM) for memory-intensive applications, including AI...
Friday 19 July 2024
Xiaomi reclaims leadership in Indian smartphone market in 2Q24
Multiple challenges slowed India's smartphone market, as vendors saw a meager 1% growth in shipments. Xiaomi reclaimed its leadership in the market after six quarters.
Friday 19 July 2024
Satellite communications: Apple's next big move with iOS 18
Apple is set to unveil iOS 18, its latest mobile operating system, which promises a slew of significant updates. Among these, the most notable is the expansion of satellite communication...
Friday 19 July 2024
The return of a US-China trade war? Q&A with political economist June Park
Global stock markets tumbled the day after news about US Republican presidential candidate Donald Trump's accusation about Taiwan taking the chip business from the United States and...
Friday 19 July 2024
Rising chip competition worries mobile phone makers
Mobile phone manufacturers are concerned about the increasing competition among chip vendors for advanced process capacity, despite the more optimistic demand forecasts.
Friday 19 July 2024
Foxconn, Luxshare to gain from consumer electronics demand recovery
Demand for smartphones and other consumer electronics is on the rise, prompting device assemblers such as Hon Hai Precision Industry (Foxconn) and Luxshare Precision Industry to prepare...
Thursday 18 July 2024
Players' cards in AI server assembly market
Generative AI continues to fuel global server business potential spreading like wildfire. Taiwanese manufacturers dominate the global AI server assembly industry, representing as...
Thursday 18 July 2024
Yandex completes US$ 5.4 billion Russo-exit, launches new AI venture powered by Nvidia chips
After nearly two years of negotiations, Russian tech giant Yandex, often called the "Google of Russia," finalized an asset split on July 15.
Thursday 18 July 2024
AI era demands a new data center paradigm
By 2050, the market anticipates a staggering proliferation of IoT devices, driving exponential growth in big data. Schneider Electric predicts a future where IT architecture evolves...
Thursday 18 July 2024
Acer to expand brand-licensing strategy and Indian market
Following the Acer-Indkal Technologies partnership in the smartphone market, Acer CEO Jason Chen clarified that Acer is not re-entering the smartphone market.
Thursday 18 July 2024
Singtel partners with SKT to accelerate 6G and AI transformation
Singapore Telecommunications Limited (Singtel) and SK Telecom (SKT) have signed a Memorandum of Understanding (MoU) to collaborate over the next two years on developing next-generation...
Thursday 18 July 2024
President Lai pledges support for next-gen Taiwan AI supercomputers in weather forecasting
Less than five months after the Central Weather Administration (CWA) inaugurated its sixth-generation high-performance computer, its computing power is already falling short. In response,...
Thursday 18 July 2024
Leadership changes at Google Cloud Taiwan reflect strategic challenges in market expansion
Google Cloud Taiwan has seen three leadership changes in the past five years after general manager Cally Ko left, highlighting challenges for the company in expanding the Taiwanese...
Thursday 18 July 2024
Leading CCL makers see June revenues soar thanks to AI servers
Major Copper Clad Laminate (CCL) makers EMC, Iteq, and Taiwan Union Technology Corporation (TUC) are forecasting a bumper year, as demand for AI servers continues to trend high leading...
Wednesday 17 July 2024
Passive component demand and prices to be driven higher by AI
Thanks to improving demands in the smartphone and notebook markets, Japanese passive component suppliers are likely to raise inductor prices. However, Taiwanese suppliers believe...