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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Tuesday 6 August 2024
What's behind Nvidia's delay in launching Blackwell AI platform bulk shipments?
Since late July, there have been numerous speculations in the market that Nvidia's new generation Blackwell series roadmap has been adjusted. Reports suggest that the B100 models...
Tuesday 6 August 2024
AI gamble looms large as Apple seeks to revive iPhone sales in China
Apple's iPhone sales slipped 1% year-over-year in the April-June quarter of 2024, primarily due to continued weak shipments in Greater China. The tech giant's ability to reignite...
Tuesday 6 August 2024
FII reports record half-year performance thanks to AI
Benefiting from the ongoing growth driven by the AI server industry, Foxconn Industrial Internet (FII) reported its highest half-year revenue and net profit since going public in...
Monday 5 August 2024
India's data center sector thrives as digital transactions skyrocket
India's financial landscape is undergoing a digital revolution, transforming everyday transactions across the country. From bustling teashops on street corners to gleaming international...
Monday 5 August 2024
Samsung's mobile division sees profit decline in 2Q24 amid rising material costs
Samsung Electronics has released its financial report for the second quarter of 2024, revealing that its Mobile Experience (MX) division, despite showing improved revenue compared...
Monday 5 August 2024
Apple faces tough road ahead in China despite growing revenue
Apple announced stellar results for the second quarter of 2024, with record-high revenue fueled by strong sales of iPads, PCs, and services. However, the company's performance in...
Monday 5 August 2024
What went wrong with Intel? Its backyard is on fire
Intel's recent announcement to cut 15% of its workforce (approximately 15,000 employees) and reduce capital expenditures to save US$10 billion may undermine its goal of reclaiming...
Friday 2 August 2024
Apple iPhone SE4 to use OLED panels from BOE and LGD
LG Display (LGD) is expected to become the second supplier of OLED panels for Apple's iPhone SE4, slated for release in the first half of 2025. Samsung Display (SDC) will focus primarily...
Friday 2 August 2024
GUTC leverages Fab 4.0 expertise to solve chip industry pain points
Aided by its outstanding capabilities in building Fab 4.0 smart factories, Grade Upon Technology Corp (GUTC) has successfully penetrated the supply chains of leading wafer foundries...
Friday 2 August 2024
Flagship smartphone AP market to heat up in 2H24
As the flagship smartphone AP battleground officially enters the 3nm era in the second half of 2024, MediaTek, Qualcomm, and Apple are all said to be preparing chips with vast performance...
Friday 2 August 2024
Delta to start shipping AI server liquid cooling products in 3Q
At a recent earnings conference, Ping Zheng, CEO of Delta Electronics, announced that the company's AI server liquid cooling products will start shipping in the third quarter.
Friday 2 August 2024
Apple faces challenges in China, with revenue impacted by strong dollar
Apple's performance in the past quarter was impacted by a strong dollar, with the Chinese market continuing to pose significant challenges. Additionally, the company offered limited...
Friday 2 August 2024
Global server shipments up both 2Q24 and 3Q24 thanks to major CSPs in US, says DIGITIMES Research
Global server shipments grew by 7.3% sequentially in the second quarter of 2024, surpassing previous forecasts. The main reasons are the initiation of general-purpose server updates...
Friday 2 August 2024
Amazon to ramp up capex for AWS and AI
Amazon's AWS division continued to gain momentum despite reporting lower-than-expected revenue. The company plans to boost its capital expenditures to accommodate the growing demand...
Friday 2 August 2024
Global 2024 smartphone sales likely to grow, with AI models leading
In their latest earnings report, mobile chip giants MediaTek and Qualcomm both maintained their previous forecasts for the smartphone market in the second half of 2024. Both companies...