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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 15 May 2024
Inventec's 1Q24 earnings call: growth across three major product lines, AI server revenue to double
Leading electronics ODM Inventec held its first quarter earnings call on May 14.
Wednesday 15 May 2024
Google unveils multimodel AI assistant, expands Gemini and Gemma families
Google announced numerous updates to AI services, focusing on multimodal capabilities, improved model capacity, AI assistant, and AI-powered search features, with demonstrations showing...
Wednesday 15 May 2024
India smartphone market sees premiumization plateau as top brands lose appeal
India's smartphone market saw robust growth in the first quarter, with iPhone shipments reaching record highs.
Tuesday 14 May 2024
On-premise or cloud computing: navigating AI investments amid hardware and software upgrades
Rapid advancements in Large Language Models (LLMs) go hand in hand with ongoing upgrades in computing hardware.
Tuesday 14 May 2024
Asus optimistic about 2H24 prospects, with AI PCs and servers contributing to revenue
Asus has reported better-than-expected results for the first quarter of 2024, as its PC and motherboard businesses see sustained shipments, and AI servers begin contributing significantly...
Tuesday 14 May 2024
OpenAI to eventually challenge Google with AI-powered search engine
Rumors of OpenAI introducing a product to rival Google Search did not materialize during the latest event hosted by OpenAI.
Tuesday 14 May 2024
Huawei chip development receives all-out support from Chinese semiconductor firms
Huawei has recently launched its Pura 70 series smartphones featuring its in-house developed Kirin 9010 application processors made using SMIC's 7nm N+2 manufacturing process.
Monday 13 May 2024
Microsoft to invest €4 billion in French cloud and AI services
Microsoft Corp. plans to spend €4 billion ($4.3 billion) building cloud and AI infrastructure in France, announcing its latest major outlay on artificial intelligence technolo...
Monday 13 May 2024
Qualcomm Taiwan challenge: pioneering AI innovation on edge devices
AI continues to redefine how businesses operate and how consumers engage with the world around them.
Monday 13 May 2024
Taiwan should redefine the value of its supply chain
In 2000, Bill Gates visited Taiwan for the World Congress of Information Technology (WCIT), and in 2009, Steve Ballmer, the second president of Microsoft, visited Taiwan only for...
Monday 13 May 2024
TSMC places rush orders for CoWoS-related fab tools to meet global AI demand
The explosive growth in Generative AI (GenAI) business opportunities spurred by ChatGPT drives the demand for hardware and software related to the GenAI supply chain. TSMC, the sole...
Monday 13 May 2024
Smartphone brands compelled to evolve again as 5G penetration in China plateaus
Since the commercial operation launch of China's 5G communication system in October 2019, the number of 5G mobile users in China has exceeded 800 million. The monthly shipment proportion...
Friday 10 May 2024
AI helps TSMC create second-highest monthly revenue in April
TSMC reported consolidated net revenue of over NT$236 billion (US$7.3 billion) in April 2024 while Apple's iPhone deliveries slowed and the company still experiences the aftereffects...
Friday 10 May 2024
BIS adds 37 Chinese entities to Entity List, highlighting quantum tech concerns
In a recent move aimed at bolstering national security measures, the US Commerce Department's Bureau of Industry and Security (BIS) has added 37 People's Republic of China (PRC) entities...
Friday 10 May 2024
Tech titans bet big: billion-dollar investment wave into AI infrastructure raises concerns
As financial reports unveil, industry heavyweights Amazon, Alphabet, Microsoft, and Meta are pouring significant resources into AI infrastructure.