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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 26 March 2025
Apple eyes 2nm chip leap by 2026 as TSMC production advances
Apple may adopt TSMC's 2-nanometer process technology for its mobile chips in 2026, moving beyond the current 3-nanometer technology, according to industry sources. The transition...
Tuesday 25 March 2025
DIGITIMES exclusive: Asus recovers US$161.9M in bad debt from Indian client, continues to push AI server business
Asus recently announced the recognition of a NT$5.35 billion (approx. US$161.9 million) bad debt for the fourth quarter of 2024, stemming from delayed payments by an Indian client...
Tuesday 25 March 2025
TSMC's 2nm yield rate varies by product type; Apple and Nvidia to face different thresholds
While recent reports suggest TSMC's 2nm trial production is progressing steadily, DIGITIMES Research analyst Luke Lin cautions that actual yield rates will vary depending on the chip...
Tuesday 25 March 2025
CoreWeave's IPO is litmus test for AI data center demand
AI infrastructure startup CoreWeave is seeking a valuation of up to US$32 billion in its upcoming IPO on the NASDAQ, with plans to raise as much as US$2.7 billion. The listing marks...
Tuesday 25 March 2025
FineTek sees potential growth in AI server liquid cooling with high customer demands and inquiries
Taiwan's leading sensor company, FineTek, pointed out that AI server customers began pulling orders in January. However, the subsequent orders are difficult to predict, although customer...
Tuesday 25 March 2025
Beyond the hype: Five strategic concerns at Nvidia GTC 2025
Nvidia's GTC 2025 has concluded with great fanfare, attracting global attention. CEO Jensen Huang transformed this serious AI conference into a carnival atmosphere, drawing nearly...
Tuesday 25 March 2025
Samsung Electronics co-CEO Jong-Hee Han dies at 63
Samsung Electronics Co. announced on March 24 that its co-CEO, Jong-Hee Han, had died from cardiac arrest at the age of 63. Han shared leadership duties with co-CEO Young-hyun Jun,...
Tuesday 25 March 2025
Computex 2025: 1,400 exhibitors gather in Taipei
Computex 2025 is set to take place from May 20 to May 23 at the Taipei Nangang Exhibition Center. The Taiwan External Trade Development Council (TAITRA) has announced that nearly...
Tuesday 25 March 2025
Chunghwa Telecom partners with global carriers to build Pacific submarine cable
Chunghwa Telecom announced it will join forces with SK Broadband, SoftBank, and Verizon to construct a new 12,500-kilometer submarine fiber optic cable system called "E2A" connecting...
Monday 24 March 2025
SCSE 2025 spotlights smart city-net zero convergence amid commercialization challenges
Highlighting the convergence of smart cities and net-zero development, this year's Smart City Summit & Expo (SCSE) drew significant global participation, with 138 cities from...
Monday 24 March 2025
Tim Cook revisits China: discuss DeepSeek and supply chain collab
Apple CEO Tim Cook made his first Beijing visit of the year to attend the China Development Forum (CDF). He joined global business leaders to explore market opportunities and reaffirm...
Monday 24 March 2025
Trans-Sun breaks into AI servers & robotics, zeroes in on advanced electronic materials
Trans-Sun Materials Technology has been shifting its focus from distribution to high-value electronic functional materials while expanding into niche markets such as AI servers and...
Monday 24 March 2025
Foxconn, Tata, and Dixon lead India's smartphone manufacturing momentum
India's smartphone manufacturing rose in 2024, driven by Apple and Samsung exports, with Foxconn, Tata, and Dixon Technologies significantly increasing production.
Monday 24 March 2025
Browave fast-tracks CPO rollout: 2025 shipments, 2026 breakout growth
The rise of AI data centers is fueling demand for co-packaged optics (CPO) and silicon photonics (SiPh), compelling optical communications firm Browave to fast-track its CPO development...
Monday 24 March 2025
Global demand for submarine cables surges as data needs surge
The number of submarine cables is increasing rapidly as global data demands grow. Cloud service providers (CSPs) are accelerating investments, with the three major US CSPs expected...