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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 12 April 2024
Brand handset vendors reportedly cut 2024 shipment outlook
Speculation has recently circulated in the mobile phone market that brand vendors including Apple and Samsung Electronics have revised downward their shipment projections for 2024.
Thursday 11 April 2024
GenAI industry shifts: Apple and Google's rumored alliance and OpenAI's Asian entry sparks buzz
The rise of GenAI came with a surge of alliances between industry giants, the most notable being Apple's rumored adoption of Google's Gemini.
Thursday 11 April 2024
China-based mobile phone brands scale back in India amid intensified scrutiny
Dixon announced the acquisition of a controlling interest in the Indian subsidiary of Transsion Holdings, a China-based company.
Thursday 11 April 2024
Industry sounds alarm over Indonesia's tightening import controls
Companies are rethinking their expansion plans to Indonesia.
Thursday 11 April 2024
Taiwan's satellite industry poised for breakthrough with OneWeb collaboration
In the wake of a recent seismic event in Taiwan's eastern region, the Ministry of Digital Affairs (MODA) has forged an unprecedented alliance with Chunghwa Telecom. To leverage low-Earth...
Thursday 11 April 2024
India reportedly made one in seven iPhones worldwide in FY24
Apple reportedly doubled down on iPhone production in India, eager to diversify its production base away from China.
Thursday 11 April 2024
Price competition a concern in 2H24, as IPC companies see orders return
Industrial PC (IPC) makers are optimistic about the second half of 2024, as orders begin to return with the end of inventory destocking at the client end. However, pricing may become...
Wednesday 10 April 2024
Microsoft to invest US$2.9 billion to boost AI, Cloud in Japan
Microsoft Corp. will invest $2.9 billion over the next two years to boost its hyperscale cloud computing and artificial intelligence infrastructure in Japan, marking its biggest investment...
Wednesday 10 April 2024
Taiwan's perpetual futures newbie Quantrend Technology ranks in global top ten
Taiwanese quantitative trading outfit Quantrend Technology ranks among the top ten global market share quantitative trading companies.
Wednesday 10 April 2024
Taiwan ODMs expect sales growth in 2Q24
Taiwan-based ODMs including Quanta Computer, Compal Electronics, Inventec, and Wistron anticipate revenue increases in the second quarter of 2024, with the growth rate accelerating...
Wednesday 10 April 2024
Starlink connects Southeast Asia's skies
SpaceX's satellite communication service, Starlink, has embarked on an ambitious expansion journey, with a keen focus on penetrating the lucrative Southeast Asian market. The service...
Wednesday 10 April 2024
How will AI reshape the telecom industry landscape?
In the relentless surge of AI, spearheaded by the ascent of Large Language Models (LLMs), a transformative wave is sweeping through industries, igniting fresh prospects, particularly...
Wednesday 10 April 2024
Force-MOS sees growth in MOSFET wafer shipments, driven by China-based smartphone brands
China's production capacity in mature semiconductor processes has continued to grow with the substantial financial backing of the government. For power semiconductor manufacturer...
Wednesday 10 April 2024
Intel introduces Gaudi 3 made by TSMC to mount counterstrike in data center market
Intel rolled out the Gaudi 3, an AI chip made with TSMC's 5nm process node, looking to provide an alternative in a market dominated by Nvidia.
Wednesday 10 April 2024
GPU lead times shortened, says Dell Taiwan
The supply of Graphics Processing Units (GPU) has been less constricted, resulting in delivery lead times dropping from 40-52 weeks at the end of 2023 to 8-12 weeks, according to...