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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 15 August 2024
AI may shake up PC and mobile SoC competition
DIGITIMES Research has issued its latest authoritative special report on AI chips, offering an in-depth analysis of various aspects of AI chips.
Thursday 15 August 2024
Foxconn confirms timely delivery of Nvidia's GB200 AI servers
Amid recent rumors stating Nvidia's GB200 is facing shipment delays, Foxconn, as a primary supplier, clarified that the development of GB200 is on track and that the company will...
Thursday 15 August 2024
Nvidia Blackwell GPU delay is manageable, say sources
For the supply chain, a brief delay in volume production for Nvidia's complex Blackwell GPU architecture is understandable and manageable, according to industry sources.
Wednesday 14 August 2024
Compal sees 2025 as big year for PCs
The year 2025 will be a big year for PCs, as a result of Microsoft's termination of support for Windows 10, as well as AI PCs, according to Anthony Peter Bonadero, president of Compal...
Wednesday 14 August 2024
China-based brands shoot for Vietnam's high-end mobile phone market
Vietnam's smartphone market is becoming more competitive, and every company is fighting for business opportunities in AI and high-end mobile phones.
Wednesday 14 August 2024
Taiwan IPC makers eye China market recovery amid challenges
Taiwan's industrial PC (IPC) manufacturers are optimistic that the Chinese market is poised for recovery after a sharp decline caused by the dual impacts of the pandemic and geopolitical...
Wednesday 14 August 2024
Nvidia H100/H200's supply surge to boost Asus, Gigabyte, ASRock 2H24 growth forecasts
The production volume of Nvidia's H100 and H200 GPUs has been increasing monthly, potentially driving growth for companies in the server industry chain.
Tuesday 13 August 2024
Google looks to get jump on Apple with earlier Pixel launch
With its hardware event on Tuesday, Alphabet Inc.'s Google is trying to outshine Apple's annual iPhone launch — and is letting longtime executive Rick Osterloh take center st...
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...