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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Friday 22 November 2024
Server component makers ready for Nvidia GB200 mass production boom
Nvidia is poised to begin mass production of its GB200 super chip, with founder and CEO Jensen Huang announcing that the supply outlook exceeds expectations and shipments will proceed...
Friday 22 November 2024
Nvidia secures 60% of TSMC's doubled CoWoS capacity for 2025
TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of...
Friday 22 November 2024
iPhone SE 4 reportedly to launch in March 2025 with Apple-designed 5G modem
Apple's iPhone SE 4 is set to be released in March 2025, marking a significant milestone with the introduction of the company's first in-house 5G modem chip, reducing its reliance...
Thursday 21 November 2024
Sluggish telecom market growth prompts operators to become full-stack technology suppliers, says IDC
Worldwide spending on telecommunications and pay TV services will reach US$1,544 billion in 2024, representing an increase of 2.4% year-on-year, according to the Worldwide Semiannual...
Thursday 21 November 2024
Apple and Xiaomi lead China's Single's Day sales with Honor gaining ground
China's Single's Day shopping season expanded to a full month this year. While overall sales momentum appeared lackluster amid reports of discount exploitation and high return rates,...
Thursday 21 November 2024
Nvidia announces acceleration in Blackwell shipments amidst rising production and export curbs against China
Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin...
Thursday 21 November 2024
Nvidia outpaces revenue estimates with strong data center growth amid mixed analyst reactions
Nvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's...
Thursday 21 November 2024
China's influence wanes in global supercomputing rankings amid US restrictions
China's presence in the world of supercomputing has diminished significantly, according to the latest Top500 list. The number of Chinese systems on the prestigious ranking dropped...
Wednesday 20 November 2024
Liquid cooling for servers set to take off: 4 main challenges ahead
The era of liquid cooling for servers is on the horizon, but significant challenges remain. DIGITIMES Research analyst Kaylee Chiu outlines four critical hurdles liquid cooling technology...
Wednesday 20 November 2024
Supermicro seeks Nasdaq extension to Feb 2025, tapped auditor BDO under question
Super Micro Computer (Supermicro) has named BDO as its new accounting firm and submitted a compliance plan to Nasdaq in an effort to address delayed financial reports within the given...
Wednesday 20 November 2024
AI servers, AI PCs, and automotive electronics to drive 2025 sales growth for Taiwan ODMs
Taiwanese IT product manufacturers expect AI server demand to drive their growth in the fourth quarter of 2024, as consumer electronics enters the traditional low season. Looking...
Wednesday 20 November 2024
China-based foldable pioneer Royole Technologies declares bankruptcy
Royole Technologies, a pioneer in foldable display technology and the creator of the world's first commercial foldable smartphone has declared bankruptcy. Despite its early lead and...
Wednesday 20 November 2024
Huawei Mate 70 series set to launch on November 26
Huawei is set to showcase its latest flagship smartphones at the "Huawei Mate Brand Ceremony" on November 26, with pre-orders already surpassing 1.7 million units. The company has...
Wednesday 20 November 2024
South Korea delays national supercomputer launch to 2026 amid AI chip shortage
South Korea's struggle to obtain AI chips has stalled its national supercomputer project, raising concerns about its ability to stay competitive in global scientific and technological...