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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 13 March 2024
Cloud and software companies to adopt dual-headquarter strategy in bid for Southeast Asian market
Taiwan-based cloud service providers (CSP) and software companies have been increasing their investments in Southeast Asia, as they target business opportunities in the region. CloudMile...
Wednesday 13 March 2024
Qualcomm's upcoming upgraded flagship SoC to focus on GenAI capabilities
Qualcomm has sent out invitations to its latest launch event in China, which is widely expected to focus on the Generative AI (GenAI) capabilities of the upgraded version of its latest...
Wednesday 13 March 2024
How deep is Nvidia's moat? CUDA may not be invincible forever
Faced with Nvidia's absolute dominance in China's AI chip market, how difficult is it for AMD to grab a share of China's AI market away from Nvidia? Experts said it will be tough...
Wednesday 13 March 2024
Nvidia AI server chips remain in high demand
Demand remains high for Nvidia AI server processors despite the transition from older to newer products, according to industry sources.
Tuesday 12 March 2024
South Korea's telecom titans spearhead global AI push with LLM and SLM at MWC 2024
South Korea's telecom powerhouses, SK Telecom, KT, and LG U+, are supercharging their efforts in AI, rolling out cutting-edge large and small language models (LLM and SLM) to stake...
Tuesday 12 March 2024
Taiwan expands Aviation FTZ to expedite AI chips and server shipment
Generative AI has driven huge demand for High-Performance Computing (HPC) chips and AI servers, turning Taiwan into the hardware distribution center for Generative AI hardware in...
Tuesday 12 March 2024
HPE, Dell, and others see orders ramp up as AI moves from cloud to edge
As AI device applications expand from the cloud to the edge, orders for vendors including Asustek Computer, Dell, and Hewlett Packard Enterprise (HPE) have increased significantly,...
Tuesday 12 March 2024
HPE may turn to satisfy significant AI server demand
Hon Hai (Foxconn) is said to have secured a major coup for its AI server business. According to market sources, Hewlett Packard Enterprise (HPE) has been responding to significant...
Tuesday 12 March 2024
Broadcom profit soars as AI chip sales push revenue forecasts beyond US$10 billion
Nvidia's rising profitability amid the AI surge has captivated attention from around the globe. However, regarding AI chip revenue, SemiAnalysis analysts have highlighted that Broadcom...
Monday 11 March 2024
Notebook ODMs see growth in February shipments, full industrial rebound premature
Despite a shorter February, most notebook (NB) ODMs saw shipment growth and expressed optimism for March. However, concluding a complete rebound in the notebook industry may be pre...
Monday 11 March 2024
Taiwan wind maker Yen Sun is a big fan of high-end computer cooling opportunities
Fan maker Yen Sun thinks growth lies in high-end computer cooling.
Monday 11 March 2024
AI-RAN: transforming telecom at MWC 2024
At MWC 2024, the spotlight wasn't just on the latest Generative AI advancements; there was also a palpable buzz around the...
Monday 11 March 2024
2024 Industry Outlook (8): the Paradigm Shift from dotcom to AI
The winners before the creation of cell phones were Cisco and telecom service companies such as Nokia and Ericsson. However, with the launch of the iPhone in 2007, the cell phone...
Monday 11 March 2024
India continues to strengthen its position as the second-largest mobile phone manufacturing hub
India has experienced a significant increase in production and exports within the mobile phone manufacturing sector, positioning it as the second-largest producer and the fifth-largest...
Monday 11 March 2024
O-RAN revolutionizes telecom: a disruptive force or a strategic alliance?
In the cutthroat world of telecommunications, a seismic shift is underway. With its promise of openness and flexibility, Open Radio Access Network (Open Radio Access Network) is challenging...