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Nov 14
Senao Networks weighs US production amid Trump comeback
With Donald Trump's victory in the 2024 US presidential election and the Republican Party securing a majority in both the Senate and House of Representatives, global technology supply chains must prepare for the upcoming "red" wave. Senao Networks Inc. (SNI) chairman Tommy Tsai has announced that the company will actively evaluate manufacturing in the US, anticipating stricter tariff barriers under Trump's renewed presidency.
Dixon Electro and Nokia have officially launched the manufacturing of fixed broadband devices in India. The collaboration will focus on producing GPON, 5G FWA, and Mesh Wi-Fi devices, all capable of delivering up to one gigabit per second per home.
According to sources from the network communication sector, inventory adjustments will soon conclude, with December identified as a turning point. The network device industry in Taiwan is anticipated to continue to thrive as geopolitics continue to escalate. Additionally, the introduction of new technologies, such as Wi-Fi 7, will boost replacement demand.
Following Donald Trump's victory in the US presidential election and the possibility of a renewed US-China trade war, Indian officials believe Apple may scale up its manufacturing capacities in India to mitigate potential tariffs and avoid supply chain disruptions that could arise.
Huawei's "Songshan Lake Initiative," launched in late 2019 at its Dongguan facility, mobilized over 2,000 engineers globally over nine months to establish HarmonyOS for smartphones. This project marked a pivotal shift for Huawei, as covered by Yicai and The Paper.
Despite cautious economic forecasts for the fourth quarter of 2023, e-commerce platforms have reported robust sales during the Double 11 shopping festival, providing a boost to the ICT sector. Mobile phones and communication devices have emerged as top sellers, driven by aggressive promotional campaigns.
Weltrend Semiconductor, a specialist in USB power delivery (PD) controller chips, anticipates strong AI server demand to drive its shipment performance in the fourth quarter of 2024.
Accton expands optical tech for AI data centers in 3Q24
Nov 11
Accton Technology, Taiwan's leading provider of data center switches and networking solutions, is significantly increasing its investments in optical communication technology to support the growing demand for artificial intelligence (AI) applications requiring faster data transfer speeds.
Taiwan-based Arcadyan Technology acknowledged significant challenges in the overall environment for 2025 but remains optimistic due to promising new technologies like Wi-Fi 7 and broadband infrastructure initiatives. The company also noted healthy customer inventory levels, boosting confidence in its operational performance for the year ahead.
The Snapdragon Summit 2024, held October 21-23, placed Qualcomm's Oryon CPU and AI advancements at the center of its product showcase. Amid mixed reactions to Qualcomm's chip announcements, "Oryon CPU development" and "AI capabilities" have emerged as the foundation of the company's 2024 product portfolio, reflecting Qualcomm's strategic shift. In this article, DIGITIMES examines Qualcomm's recent advancements and strategies across semiconductors, AI, smartphones, PCs, and automotive platforms amid a flurry of market rumors.
Apple has submitted a US$10 million investment plan to the Indonesian government in hopes of lifting the ban on the iPhone 16 to enable its immediate sale in the local market.
Arm has reported better-than-expected revenue driven by strong licensing and royalty performance. The company saw a 40% year-over-year increase in smartphone royalty revenue, while continued demand for AI solutions fueled significant licensing growth.