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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
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...
Monday 18 November 2024
Huawei and Xiaomi claim over half of China's AI smartphone market
As AI smartphones reach a critical juncture, major manufacturers are ramping up their hardware and AI application development. Industry watchers expect competition to intensify when...
Monday 18 November 2024
iPhone breaks record quarterly shipments in India in 3Q24
Smartphone vendors in India recorded a 5.6% shipment growth in the third quarter of 2024, with the iPhone reaching a record shipment of four million units. However, overall smartphone...
Friday 15 November 2024
Compal eyes Nvidia AI server partnership for 2025
Compal expects modest PC market growth in 2025, supported by the Windows 10 end-of-life transition and increasing AI PC adoption. The company is also making strides in the AI server...
Friday 15 November 2024
DIGITIMES 2025 Tech Forum: Decoding the new 'smiling curve' - navigating server sector challenges
Harold Liu, Director of Wiwynn's Pioneering Excellence Center, highlighted how AI servers are transforming the traditional server supply chain. Liu noted that GPU servers operate...
Friday 15 November 2024
Taiwan's electronics and ICT sectors capitalize on geopolitical and technological advantages for record exports
Taiwan continues to capitalize on opportunities for contract manufacturing of cutting-edge technology products as the trade disputes between the US and China intensify. The unrestricted...
Friday 15 November 2024
Foxlink launches Taiwan's largest AI supercomputing center to serve SMEs
On November 14, Foxlink Group (formerly Cheng Uei Precision Industry) inaugurated Ubilink, establishing Taiwan's largest AI supercomputing center and first platform utilizing Nvidia...
Friday 15 November 2024
Financial resilience key to AI server ODMs amidst booming demand from likes of Nvidia's GB200
Taiwan-based server original design manufacturers (ODMs) anticipate a significant surge in AI server sales by 2025. However, the rapid increase in sales has led to higher accounts...
Friday 15 November 2024
Foxconn expects AI servers to account for over 50% of server revenue in 2025, but EV targets might be delayed
Hon Hai Precision Industry (Foxconn) held its third quarter online earnings call on November 14, during which chairman Young Liu highlighted record-breaking cumulative revenue, gross...