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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Monday 1 April 2024
Optical device firm EZconn enjoys sales growth amid robust AI and broadband infrastructure demand
Optical device maker EZconn is seeing strong revenue and gross profit growth in the first quarter of 2024, thanks to the robust demand from broadband infrastructure construction in...
Monday 1 April 2024
IC distributor GMI expects growth to resume in 2024
IC distributor GMI Technology is upbeat about its market outlook for 2024, attributing it to promising destocking progress and the PC industry's focus on AI products.
Monday 1 April 2024
Major Chinese telecom companies slow infrastructure investment, target AI computing power
China's three major telecommunications companies announced plans to target cloud computing power and Artificial Intelligence (AI).
Monday 1 April 2024
Apple ecosystem reportedly becomes largest blue-collar job generator in India
Amid the production diversification into India, Apple and its suppliers have reportedly become the largest blue-collar job generators in the country. Thanks to India's incentive schemes,...
Monday 1 April 2024
Fan makers not concerned about growing demand for liquid cooling
Nvidia's most recent GTC presentation featured the next generation of Blackwell chip design, which includes significant increases in performance and heat dissipation requirements...
Monday 1 April 2024
Taiwan Microloops sees 20% growth in sales due to hot demand for cooling module
Cooling module manufacturer Taiwan Microloops Corp. expects its revenues in 2024 will increase by 20%, thanks to the demand for AI PCs and AI servers.
Monday 1 April 2024
Spending on shared cloud infrastructure continues to lead way in enterprise infrastructure investments, says IDC
According to the IDC Worldwide Quarterly Enterprise Infrastructure Tracker, buyer and cloud deployment, spending on compute and storage infrastructure products for cloud deployments,...
Monday 1 April 2024
China cloud service spending to grow by 18% in 2024, says Canalys
Cloud infrastructure services spending in China grew 22% on year in the fourth quarter of 2023, according to Canalys estimates, reaching US$9.7 billion and accounting for 12% of worldwide...
Monday 1 April 2024
Huawei defies US sanctions, surges in profit, and expands ecosystem in 2023
Despite intensifying US sanctions, Huawei tried to prove it could navigate challenges and make progress by recording a surge in profit in 2023 in addition to a widening ecosystem...
Friday 29 March 2024
Samsung's latest glass panel technology could be making its way to the iPhone 17's screen
For its Galaxy S24 Ultra, Samsung Electronics partnered with Corning to introduce the new Gorilla Armor panel coating technology. Now, reports indicate that this technology may be...
Friday 29 March 2024
MOSFET startup Inergy launches BLDC motor drivers for cloud servers
MOSFET startup Inergy Technology has recently developed new BLDC electric motor drivers for cloud server and data center cooling systems. Trial production with major server customers...
Thursday 28 March 2024
Amazon goes big on Anthropic with US$2.75 billion investment
Investment in Generative AI (GenAI) startups reached over US$29 billion in 2023.
Thursday 28 March 2024
Lenovo Taiwan is reportedly undergoing layoffs
Industry rumors suggest that a well-known Taiwanese branch of a Chinese company located in Nangang, Taipei, is undergoing layoffs, with speculation pointing directly at Lenovo.
Thursday 28 March 2024
Synology sees AI drive enterprise storage demand
Network storage solution provider Synology expects revenue generated from the enterprise sector to increase 30-40% in 2024, as AI drives enterprise storage demand.
Thursday 28 March 2024
Taiwan and US to jump light years ahead of photonics curve
Taiwan and the US have a long tradition of technical cooperation.