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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Tuesday 13 August 2024
India watchdog to withdraw report accusing Apple of market abuse
India's antitrust regulator will withdraw a report that found Apple Inc. abused its dominance of the domestic market, backtracking for now from its high-profile investigation into...
Tuesday 13 August 2024
Robust AI server sales buoy Wistron 2Q24 results
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM's outstanding performance during the quarter confirms the...
Tuesday 13 August 2024
Samsung reportedly investing in in-house chip development to compete in XR market
Samsung Electronics is developing high-performance semiconductors for next-generation Extended Reality (XR) devices, aiming to compete with Apple's Vision Pro, which uses in-house...
Tuesday 13 August 2024
AI server manufacturers' gross margins vary by business model
As major AI server makers release their latest financial reports, gross margins have become a key metric for investors. Supermicro saw a sharp decline in market value after it reported...
Tuesday 13 August 2024
Industrial memory demand picking up
The third quarter of 2024 has seen a steady increase in the demand for industrial memory, thanks to rising DRAM contract prices and end-market inventory correction coming to an end,...
Monday 12 August 2024
Taiwan says power issues prevent new large data centers in North
Taiwan has stopped approving data centers bigger than 5 megawatts north of Taoyuan, as there is insufficient power supply in the region.
Monday 12 August 2024
ODMs issue bonds to finance costly AI servers
While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...
Monday 12 August 2024
Samsung leverages Olympics for Galaxy Z Flip6, Fold6 promotion with victory selfies
Samsung Electronics is ramping up efforts to bolster its market share for foldable smartphones with the launch of the Galaxy Z Flip6 and Fold6, strategically aligning its campaign...
Monday 12 August 2024
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.
Monday 12 August 2024
Wistron ITS seeks new cloud clients in SEA, US as China auto market stalls

Wistron ITS (WITS), a Wistron Group subsidiary specializing in software and technology consulting services, is shifting its focus to serve new clients in the cloud computing...

Monday 12 August 2024
AI servers boost Inventec, Wistron July sales
Robust AI server demand boosted sales performance for ODMs including Inventec and Wistron in July 2024.
Monday 12 August 2024
Weekly news roundup: Intel telecommunications faces cost cuts; Indian opto-semiconductor maker makes acquisition
These are the most-read DIGITIMES Asia stories in the week of August 5 – August 9.
Friday 9 August 2024
Supermicro targets revenue surge to US$30 billion in 2025
Supermicro's fiscal year revenue surged 110% by the end of June 2024, hitting nearly US$15 billion.
Friday 9 August 2024
I-Chiun targets AI server market with advanced heat spreaders, expects orders to double by 2H25
Taiwan-based I-Chiun Precision Industry has entered the AI supply chain with heat spreaders and is poised to ramp up shipments of new heat dissipation solutions in the second half...
Friday 9 August 2024
India expected to see single-digit shipment growth in smartphones in festive season
As India approaches its annual festive season, which usually represents a substantial share of its smartphone sales, consultancies do not expect strong performance in 2024. While...