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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 8 November 2024
UAlink group challenges Nvidia's NVLink with open AI standard in 1Q25
The Ultra Accelerator Link (UALink) Consortium has officially become a legal entity, establishing itself to set a new high-speed, low-latency communication standard for AI data center...
Friday 8 November 2024
Small suppliers adapt to regional supply chains amid production shifts
Global supply chains are transforming from lengthy, interconnected networks to shorter, regionalized structures, driven by the prolonged US-China trade and tech conflicts and pandemic...
Friday 8 November 2024
Taiwan AI server supply chain braces for higher US trade barrier
Donald Trump's return to the White House promises a lot of political and economic uncertainties. The AI server supply chain believes that while the Trump administration will continue...
Friday 8 November 2024
Quanta to expand SEA production portfolio amid surging demand post-US elections
Quanta Computer, the Taiwan-based ODM with production facilities worldwide, plans to expand its production portfolio in Southeast Asia in response to increased customer demand following...
Friday 8 November 2024
Snapdragon Summit recap: Oryon CPU and AI to shape Qualcomm's next-gen strategy
The Snapdragon Summit 2024, held October 21-23, placed Qualcomm's Oryon CPU and AI advancements at the center of its product showcase. Amid mixed reactions to Qualcomm's chip announcements,...
Thursday 7 November 2024
Trump's return sparks rise of a 'new triad of ideologies,' says Pegatron chairman
The US presidential election has concluded, with Trump's return to the White House drawing global attention. As observers worldwide monitor how the new administration's policies may...
Thursday 7 November 2024
Apple reportedly offers Indonesia manufacturing investment to overturn iPhone ban
Apple has submitted a US$10 million investment plan to the Indonesian government in hopes of lifting the ban on the iPhone 16 to enable its immediate sale in the local market.
Thursday 7 November 2024
China could lead in AI applications despite US tech edge, says ex-Google China chief
The US currently holds a technological advantage in the field of AI, but China has considerable potential to catch up, especially in the application sector, according to Kai-Fu Lee,...
Thursday 7 November 2024
Arm sees 2Q25 growth on smartphone recovery and AI momentum
Arm has reported better-than-expected revenue driven by strong licensing and royalty performance. The company saw a 40% year-over-year increase in smartphone royalty revenue, while...
Thursday 7 November 2024
Qualcomm surpasses expectations with strong 4QFY24 driven by handset gains, boosted by 40% growth in China OEMs
Boosted by the recovering Chinese market, Qualcomm recorded better-than-expected sales and issued an optimistic sales forecast for the current period, highlighting promising trends...
Wednesday 6 November 2024
Inventec expects double-digit sequential growth in server revenue
Inventec expects its server revenue to surpass initial projections for the fourth quarter of 2024, driven by robust H20 and H100 shipments. Despite declining notebook deliveries,...
Wednesday 6 November 2024
Acer e-Enabling Service Business reports record profits for 3Q24
Acer e-Enabling Service Business Inc. (AEB) achieved record-high quarterly and cumulative revenue and profits in the third quarter of 2024. As the potential of generative AI (GenAI)...
Wednesday 6 November 2024
Lenovo files preemptive lawsuit against ZTE in UK amid cross-licensing dispute
The patent dispute between Lenovo and ZTE is intensifying. On October 21, Lenovo filed a patent infringement lawsuit against ZTE in the UK High Court. A week later, ZTE responded,...
Wednesday 6 November 2024
Xiaomi India president to step down by 2024-end
According to Bloomberg, the Times of India, and Hindu BusinessLine, Muralikrishnan B, president of Xiaomi's Indian operations, announced he will resign...
Wednesday 6 November 2024
Chicony Power eyes growth through AI, net-zero initiatives, notebook replacement demand
Taiwan's power supply provider, Chicony Power Technology, anticipates that its 2025 performance will likely surpass that of 2024, supported by multiple growth drivers. Key areas contributing...