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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 9 May 2024
Former NSA boss calls for more aggressive policy to thwart hacks
The US must undertake a "full-time surge" to combat the rise in cyberattacks that are undermining US national security, the recently departed head of the National Security Agency...
Thursday 9 May 2024
Power surge: Taiwanese firms charge ahead in next-gen AI supply race
The surge in computational power of next-gen AI hardware has birthed a booming market for stable and efficient electric supply.
Thursday 9 May 2024
Alltek accelerates developing wide band-gap semiconductors due to data center electricity demand
Hung-chang Hsieh, CEO of the IC distributor Alltek Technology, stated that in recent years, the increase in interest rates has led to higher financial costs and changes in industry...
Thursday 9 May 2024
AI servers buoy Wistron April revenue
April revenue for Wistron was a record high for the same period in previous years.
Thursday 9 May 2024
Major CSPs account for nearly 70% market share as AI demand drives cloud computing growth
With the release of Amazon's latest earnings report, the revenue performances of the top three North American cloud computing service providers (CSPs) for the first quarter of 2024...
Thursday 9 May 2024
Arm credits growth to smartphone surge and AI, highlights shift in Chinese consumer behavior
Arm's recent financial report highlights a boost in sales and profits thanks to a rebound in the smartphone market, particularly in China, and the rising demand for Arm-based chips...
Thursday 9 May 2024
TSMC may soon see 3nm capacity supply fall short of demand
TSMC has already seen utilization rates for its 3nm family climb to more than 95%, and with strong demand from customers, including Apple, for its N3E process, capacity supply at...
Wednesday 8 May 2024
Apple's China iPhone shipments soar 12% in March after discounts
Chinese iPhone shipments jumped about 12% in March after Apple Inc. and its retailers slashed prices, official data showed, suggesting efforts to arrest an accelerating decline in...
Wednesday 8 May 2024
AI server demand fuels DRAM titans battle over HBM
The surging of AI servers has skyrocketed the demand for High-Bandwidth Memory (HBM).
Wednesday 8 May 2024
EU's AI Act: a milestone in legislation or a regulatory nightmare?
The European Parliament made a significant announcement on March 13, 2024, declaring the passage of the "AI Act," set to be implemented in phases beginning in mid-2025.
Wednesday 8 May 2024
Is the journey towards 5G-advanced advancing at a snail's pace?
According to the International Telecommunication Union's 3GPP technical roadmap, we have formally entered the era of 5G-Advanced.
Wednesday 8 May 2024
Exclusive: Finnish quantum delegation visits Taiwan in search of cooperation opportunities
Business Finland, the government organization for innovation funding and trade, travel, and investment promotion, has recently brought some of the country's leading quantum technology...
Wednesday 8 May 2024
Memory IC design house AP Memory posts profit decline in 1Q24
AP Memory Technology, specializing in customized IoT RAM and other DRAM memory, saw a sequential fall in operating profits of approximately 63% in the first quarter of 2024 owing...
Wednesday 8 May 2024
What is Apple's best option for a foldable device?
As expected, Apple's late product announcement on May 7 included new iPad Pros powered by the M4 processor and a new Apple Pencil Pro. With these new gadgets now official, industry...
Wednesday 8 May 2024
Profitability in 2H24 a concern for smartphone makers, as component costs rise by 6-9%
Although demand for smartphones, wearables, and tablets is expected to grow in the second half of 2024, Samsung Electronics has recently pointed to uncertainties that could potentially...