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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 19 April 2024
Beat Nvidia with RISC-V? Samsung expands its AI chip unit in Silicon Valley
Samsung Electronics is reportedly expanding its artificial intelligence (AI) chip design research organization in Silicon Valley to challenge Nvidia, the current leader in the AI...
Friday 19 April 2024
Why 2024 could spell trouble for the telecom equipment market?
Amidst a backdrop of sluggish capital expenditures from telecom giants, the beleaguered telecom equipment market is bracing for an even more challenging 2024. Ericsson signaled caution,...
Thursday 18 April 2024
Apple CEO to meet Singapore leader to wrap whirlwind Asia tour
Apple Inc. Chief Executive Officer Tim Cook is meeting Singapore's leader at the tail end of his most extensive Southeast Asia tour in years, searching for new growth markets and...
Thursday 18 April 2024
Consumer electronics market remains mired in downturn as inflation persists
The consumer electronics market has remained sluggish since 2023, with no evident signs of recovery even after the first quarter of 2024, whether for smartphones, notebooks, or consumer...
Thursday 18 April 2024
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Affected by the overall global economic situation in 2023, Taiwanese industrial PC (IPC) manufacturers saw high inventory levels among their downstream customers with DIGITIMES Research...
Thursday 18 April 2024
GenAI-capable smartphone shipments to quadruple
According to a recent Counterpoint Research report, the share of GenAI smartphones in overall smartphone shipments would reach 11% by 2024 and 43% by 2027, passing 550 million units...
Thursday 18 April 2024
Lite-On upbeat about shipments for AI servers; Progress in its energy storage biz
Lite-On Technology expects its power supply shipments for AI servers to rise 20-30% sequentially in the second quarter, said the company's president, Anson Chiu. All of its 3kW and...
Thursday 18 April 2024
Server PCB specialist ACCL optimistic about 2Q24
Allied Circuit (ACCL) is optimistic about its prospects for the second quarter of 2024, pointing to a rise in server market order visibility from 4-6 to 8 weeks. Customers' pulling...
Thursday 18 April 2024
First batch of system manufacturers for Nvidia's next-gen AI GPU emerges
Following the recent launch of Nvidia's GB200 superchip comes news of major changes to its first tier of AI server system manufacturers, as Foxconn and Wiwynn, which did not manufacture...
Wednesday 17 April 2024
Tim Cook says Apple considers making gadgets in Indonesia in pivot From China
Apple Inc. is weighing the possibility of making some of its gadgets in Indonesia, as the iPhone maker explores production bases beyond its longtime stronghold of China.
Wednesday 17 April 2024
Edge AI and mobility trends stoking demand for rugged computers
As Artificial Intelligence (AI) applications continue to materialize, there is an increasing demand for rugged computing products. This has enabled numerous Industrial PC (IPC) makers,...
Wednesday 17 April 2024
UAE's G42 chooses US over China for Nvidia chips and US$1.5 billion investment from Microsoft
Microsoft's substantial investment of US$1.5 billion has secured it a board seat in the United Arab Emirates-based AI firm G42, albeit with a trade-off.
Wednesday 17 April 2024
Research Insights: Taiwan-based IPC suppliers expand in Southeast and South Asia
In recent years, Taiwan-based IPC (Industrial PC) manufacturers have accelerated their production diversification, driven by geopolitical factors and local manufacturing incentive...
Wednesday 17 April 2024
Apple reportedly looking for India-based partner for locally-made camera modules for iPhones
Despite a significant expansion in investments from suppliers in India, Apple has to import from overseas to meet the rising demand for iPhone assembly in the country. A new rumor...
Wednesday 17 April 2024
Huawei vs. Samsung: who leads the global communication equipment race?
In a market landscape fraught with geopolitical tensions, Huawei has managed to retain its top position globally in the communication equipment sector for 2023.