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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 1 November 2024
Photonic computing: a promising future
Photonic computing is experiencing renewed interest, driven by the growing demands of AI computations. The Mach-Zehnder Interferometer (MZI) serves as a cornerstone of Photonic Integrated...
Friday 1 November 2024
Samsung leads in Indian smartphone shipment value, followed by Apple
India achieved its highest-ever quarterly smartphone shipment value, driven by a premiumization trend that favored Samsung and Apple. MediaTek dominated the premium mobile AP market,...
Friday 1 November 2024
Favorable forex offsets Apple's China headwinds in 3Q24
During Apple's earnings call on October 31, senior executives emphasized the company's commitment to quality, which has influenced the pace of the Apple Intelligence launch across...
Friday 1 November 2024
Supermicro's financial crisis unfolds, supply chain on the lookout for 2 key issues: An in-depth analysis
Supermicro faces mounting financial scrutiny following the resignation of its auditor, Ernst & Young (EY), over corporate governance and transparency concerns. While supply chain...
Friday 1 November 2024
Apple reports results that meet expectations, but challenges in China loom
Apple's recent quarterly results met market expectations, though challenges in its China business and a significant profit decline signal potential headwinds ahead.
Friday 1 November 2024
Huawei 2024 9-mth report: Revenue rises, net profit dips amid R&D push and US sanctions
Huawei's third-quarter 2024 report reveals strong revenue growth from January to September, driven by consumer electronics, smartphones, and ICT. Despite this, net profit declined...
Friday 1 November 2024
Foxconn partners with Japan's QunaSys to advance quantum simulation algorithms
On October 29th, the Hon Hai Research Institute (HHRI) announced a strategic partnership with Japan's innovative quantum computing software company QunaSys. This collaboration aims...
Friday 1 November 2024
Dixon to make notebooks for top vendors in India, becoming largest beneficiary of scrutiny against Chinese investments
Dixon Technologies, the largest India-based EMS/ODM, said it had bagged orders of four out of five top PC brands in India. The company is expanding its mobile phone manufacturing...
Thursday 31 October 2024
OCP Summit highlights rise of AI hardware demand, Intel-AMD x86 alliance
The Open Compute Project (OCP) Summit, held in San Jose on October 14, drew record crowds of over 7,000 attendees and more than 100 exhibitors, along with over 200 specialized presentations...
Thursday 31 October 2024
Xiaomi CEO Lei Jun calls for understanding as advanced process inflation drives up smartphone prices
The era of advanced process inflation has arrived, with the price of 3nm processes continuing to rise. Key system-on-chip (SoC) components such as Qualcomm's Snapdragon 8 Elite and...
Thursday 31 October 2024
Super Micro auditor Ernst & Young resigns, citing 'integrity' concerns
Ernst & Young LLP resigned as the auditor to troubled server maker Super Micro Computer Inc., citing concerns about the company's governance and transparency. The shares plummeted...
Thursday 31 October 2024
Taiwan-based Chenbro Micon sets up first plant in SEA
Server chassis manufacturer Chenbro Micom has initiated its manufacturing base diversification with a land-signing ceremony for its new factory in Malaysia on October 30.
Thursday 31 October 2024
Meta earnings recap: 3Q24 revenue hits record US$40.6bn amid concern over slower user growth
Meta Platforms Inc. announced its third-quarter 2024 earnings on October 30, surpassing expectations due to robust ad revenue and AI advancements. As the largest social media company,...
Thursday 31 October 2024
Advanced Power Electronics sees 3Q24 revenue boost by AI server demand amidst looming pricing pressures
Advanced Power Electronics (APEC) reported a sequential uptick in the third quarter 2024 revenue, driven by demand for upgraded power supplies and cooling fans in AI servers. While...
Thursday 31 October 2024
Liteon sees strong 4Q24 as next-gen AI server shipments begin
Liteon Technology will continue to focus on AI servers, green energy, and high-performance infrastructure, with the company planning shipments of 33kW power shelves for next-generation...