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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
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...
Tuesday 19 November 2024
Dell launches Nvidia GB200 with Ingrasys as key enabler
The rapid rise of artificial intelligence (AI) has driven unprecedented demand for computing power, spotlighting next-generation AI servers. Among them, the Nvidia GB200 NVL72, powered...
Tuesday 19 November 2024
Samsung smart glasses poised for 3Q25 debut to redefine wearable tech
Samsung Electronics' smart glasses project has gained renewed attention, with reports indicating a launch in the third quarter of 2025 and an initial production run of 500,000 unit...
Tuesday 19 November 2024
MiTAC unveils AIoT innovations to drive smart cities and mobility
MiTAC Group, a prominent technology and IT solutions provider in Taiwan, has played a significant role in supporting the local Ministry of Transportation's initiatives to advance...
Tuesday 19 November 2024
Smartphone display panel prices stabilize as TCL reaches global top three
The combination of promotional events like Double Eleventh Day in China and Black Friday sales in Europe and the US, coupled with new smartphone launches in November, has driven a...
Tuesday 19 November 2024
Supermicro names BDO as new auditor, easing AI server supply chain uncertainty
Supermicro has successfully resolved its financial reporting issues by appointing BDO as its new auditor and submitting a comprehensive plan to Nasdaq outlining steps to regain compliance...
Tuesday 19 November 2024
Nichidenbo expects AI servers to drive growth in 2025, as PC, consumer product shipments remain stable
Passive component distributor Nichidenbo held its earnings call on November 18, during which company president and spokesman Yao-kuo Yu forecasted steady growth in the PC and consumer...
Tuesday 19 November 2024
GSEO expects stronger lens orders from 2025 smartphone market
Taiwan-based lens maker Genius Electronic Optical (GSEO) is guardedly optimistic about 2025 sales, expecting wider penetration for its periscope lenses in smartphones and other applications,...
Tuesday 19 November 2024
IPC makers expect market rebound soon, but are weary about new US administration
Despite signs of a possible rebound in the industrial control market, industrial PC (IPC) manufacturers believe performance will depend on related policies once US President-elect...
Tuesday 19 November 2024
Trump's return sparks concerns over AI regulation and cloud operations in China
President-elect Donald Trump will be sworn in on January 20, 2025. A primary concern in the software sector is the potential tightening of regulations on open-source models and the...
Monday 18 November 2024
Nvidia's Blackwell rack design reportedly faces overheating, potentially delaying shipments
Nvidia's upcoming Blackwell GPUs, already delayed to market, are reportedly facing severe overheating issues in high-capacity server racks, raising concerns over deployment timelin...
Monday 18 November 2024
NetApp seeks collaboration with Taiwanese server manufacturers to explore AI vertical market opportunities
NetApp, Taiwan's leading storage brand, has announced plans to move beyond the manufacturing sector and venture into finance, healthcare, and retail to create more growth opportunities...
Monday 18 November 2024
Chenbro struggles with year-end AI server supply amid surging demand
Corona Chen, CEO and president of server chassis manufacturer Chenbro, expressed concerns about meeting customer demands in November and December, as production capacity is already...
Monday 18 November 2024
AMD hits record server market share in 3Q24 as Intel counters in client PC market
2024 has been a standout year for AMD, fueled by its expansive lineup of EPYC and Ryzen CPUs on the x86 architecture and the introduction of its Zen 5 processors. Mercury Research's...
Monday 18 November 2024
Quanta's 3Q24 profit hits record highs, boosted by AI servers and FX gains
Quanta has capitalized on surging AI demand, achieving record-breaking revenue and profit in the third quarter of 2024. Revenue soared nearly 50% compared to the same period last...