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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 4 December 2024
AI driving lucrative opportunities in workstation businesses
Workstations are the latest hardware category to see an AI-related boom. As noted by James Huang, chairman of rugged industrial PC (IPC) specialist Getac Technology, the company has...
Wednesday 4 December 2024
AWS unveils 3nm Trainium3 for AI workloads
Amazon Web Services (AWS) has unveiled its latest innovation, the Trainium3 chip, featuring an advanced 3nm manufacturing process and scheduled for release in late 2025. The announcement...
Wednesday 4 December 2024
AWS unveils Amazon Nova models
AWS has expanded beyond its existing Titan series with the introduction of the Nova family of AI models. The announcement came during the annual AWS conference, where Amazon CEO Andy...
Wednesday 4 December 2024
AWS unveils a trio of data center reforms, focus on liquid cooling and energy efficiency
Amazon Web Services (AWS) has announced three significant reforms in data center technology, including the streamlining of power distribution and structural design, the introduction...
Tuesday 3 December 2024
Chinese AI company Megvii cancels IPO on STAR market
Megvii Technology, one of China's original "AI Elite Four" which specializes in computer vision and deep learning, announced its application for an initial public offering (IPO) on...
Tuesday 3 December 2024
Apple unlikely to reverse declining iPhone sales in China with Chinese version of AI alone
Apple is facing significant challenges in China, where its smartphone sales have been hit hard. Despite the launch of the iPhone 16 series in October 2024, the brand is under increasing...
Tuesday 3 December 2024
Trump 2.0 trade war: potential winners and losers
Donald Trump's upcoming return to the US presidency and his promised import tariffs threaten to disrupt the World Trade Organization's free trade principles. The WTO's 166 member...
Tuesday 3 December 2024
Shift in brand AI server orders; Taiwan contract firms still benefit
Orders for brand AI servers are surging, prompting Taiwan-based electronic contract manufacturing firms to capitalize on the trend regardless of order variations.
Tuesday 3 December 2024
AI servers will not peak then slow in 2025, says Quanta EVP Mike Yang
Demand for AI servers will not peak in 2025, according to Quanta Computer executive VP and Quanta Cloud Technology general manager Mike Yang. In his opinion, the AI industry has seen...
Tuesday 3 December 2024
AI robots face uphill battle in industrial adoption
The development of AI robots spans multiple sectors, from smart factories to smart homes and specialized applications. However, for semiconductor giants like Nvidia and Qualcomm,...
Tuesday 3 December 2024
IPC makers demonstrate resilience, remain unfazed by tariff shifts
Taiwan's industrial computer (IPC) manufacturers are maintaining their composure despite the ripples sent through global supply chains by Donald Trump's recent announcement of tariff...
Tuesday 3 December 2024
China advances space ambitions with next-gen Beidou navigation system
China's satellite navigation ambitions are accelerating, with plans for a next-generation BeiDou system taking shape amid growing commercial adoption of the technology. The expansion...
Tuesday 3 December 2024
Nvidia and Tesla set to challenge IDMs' dominance in industrial robotics
Both Tesla CEO Elon Musk and Nvidia CEO Jensen Huang consider humanoid robots to be the ultimate chapter in AI development. According to a Goldman Sachs research forecast for the...
Monday 2 December 2024
Elon Musk lands priority for Nvidia GB200 delivery in January with US$1.08 billion
Elon Musk's artificial intelligence company xAI has made headlines with its urgent push for advanced AI hardware. Industry sources indicate that Musk directly approached Nvidia CEO...
Monday 2 December 2024
GenAI drives smartphone market revival, but innovation gaps remain
Global smartphone shipments have slowed in recent years due to high inflation, market saturation, and extended replacement cycles. However, the surge in generative AI (GenAI) has...