CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 12 November 2024
YTL Group turns to Wiwynn for AI data center orders amid Supermicro uncertainty
YTL Group, Malaysia's largest conglomerate, has reportedly redirected its AI server orders from Supermicro to Wiwynn, a Wistron subsidiary, amid growing market attention on Supermicro's...
Tuesday 12 November 2024
Taiwan advances quantum tech research for defense and industry applications
AI, biomedicine, quantum computing, innovative semiconductor materials, and advanced semiconductor manufacturing are shaping up as pivotal areas for Taiwan's future research and development,...
Tuesday 12 November 2024
Double 11 sales surge drives mobile device demand
Despite cautious economic forecasts for the fourth quarter of 2023, e-commerce platforms have reported robust sales during the Double 11 shopping festival, providing a boost to the...
Tuesday 12 November 2024
Foxconn treading carefully as Trump set to return to White House
With Donald Trump now set to return to the White House, industry players will be keenly watching his upcoming policies, given his previous strong-arm tactics and campaign rhetoric...
Tuesday 12 November 2024
Weltrend sees AI server demand driving growth in 4Q24
Weltrend Semiconductor, a specialist in USB power delivery (PD) controller chips, anticipates strong AI server demand to drive its shipment performance in the fourth quarter of 202...
Tuesday 12 November 2024
Will ZT, Supermicro lose AI server orders? Experts say order transfer not easy
Recent negative media coverage of US AI server companies ZT and Supermicro, both Nvidia clients, has raised supply chain concerns. Sources suggest that transferring AI server orders...
Monday 11 November 2024
Exodus looms: Taiwan businesses eye exit as China grapples with dual economic pressures
With Donald Trump's re-election, speculation is building over a potential 60% tariff on Chinese exports to the US, a move that analysts warn could further destabilize China's fragile...
Monday 11 November 2024
Advantech expands North American operations to meet growing global market demand
Following Donald Trump's re-election, industry observers are monitoring potential policy impacts across sectors. Advantech, a global leader in industrial PC (IPC), announced it is...
Monday 11 November 2024
Accton expands optical tech for AI data centers in 3Q24
Accton Technology, Taiwan's leading provider of data center switches and networking solutions, is significantly increasing its investments in optical communication technology to support...
Monday 11 November 2024
AI server demand soars as Quanta ramps up US expansion
Following Donald Trump's re-election as US President, concerns are mounting over potential new tariffs on the server supply chain. Mike Yang, EVP and GM of Cloud Computing at Quanta...
Monday 11 November 2024
Adata aims for NT$40 billion in annual revenue, poised to achieve second-highest record
Adata reported October 2024 revenue of NT$34.1 billion (approx. US$1.06 billion), driven by increased DRAM shipments. The company is nearing its 2023 revenue performance and targets...
Monday 11 November 2024
Weekly news roundup: TSMC's Arizona milestone looms as global chip industry navigates political, technical crossroads
Semiconductor Week in Review (Nov 3 - 9): The semiconductor industry faces a transformative moment as TSMC readies its Arizona fab's politically-charged December opening and Intel's...
Friday 8 November 2024
Chicony Electronics eyes 2025 notebook replacement boom, post-election overseas adjustments
Benefiting from the continuous increase in market penetration of LED backlit keyboard modules, electronic components manufacturer Chicony Electronics reported continued revenue growth...
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...