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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 31 January 2024
All-Photonics Network standardization likely to be split between China and Japan
Communication technology is constantly evolving. In addition to coping with the increasing amount of data transmission, in today's era where sustainability consciousness is prevalent,...
Wednesday 31 January 2024
Mobile phone CIS shipments to pick up in 2Q24
Inventory adjustments for mobile phone CMOS image sensors (CIS) have commenced due to disappointing demand since December 2023. Still, overall shipment pull-ins are expected to accelerate...
Wednesday 31 January 2024
Survey snapshot: 81% of AmCham members bullish on Taiwan's economic outlook for 2024
The American Chamber of Commerce in Taiwan (AmCham) recently released its 2024 Business Climate Survey, revealing a notable upswing in confidence among its members regarding...
Wednesday 31 January 2024
MediaTek and Qualcomm to issue financial reports, AI smartphone competition intensifies
Arch-rivals MediaTek and Qualcomm are scheduled this week to release financial reports for the fourth quarter of 2023 and offer their insights on the market in 2024. Since the first...
Wednesday 31 January 2024
As Google shuffles its foldables supply chain, are Taiwan-based suppliers being left out?
Foldable phones have become the new battleground for smartphone makers in a saturated market, with Google following the trend in 2023 with its Pixel Fold. Although reviews have been...
Wednesday 31 January 2024
Nvidia GTC to bring together renowned AI industry leaders
Jensen Huang, Nvidia's founder and CEO, will make a keynote address at the forthcoming GPU Technology Conference (GTC) in mid-March 2024. Given its high level of sponsorship, the...
Tuesday 30 January 2024
US Wants Cloud Firms to Flag Foreign Users in China AI Race
The US wants cloud service providers such as Amazon.com Inc. and Microsoft Corp. to identify and actively investigate foreign clients developing artificial intelligence applications...
Tuesday 30 January 2024
Foldable phone hinge maker Jarllytec mulls capacity expansion in China
Jarllytec, a Taiwan-based manufacturer of foldable phones and consumer electronics hinges, may expand its production capacity in China to meet rising demand from local handset customers,...
Tuesday 30 January 2024
Samsung throws down the gauntlet to Chinese rivals
For Samsung, 2024 is a crucial year to catch up, both in the Chinese market and globally.
Tuesday 30 January 2024
Inventec expects AI server shipments to surge in 2024
Inventec's AI server shipments in 2024 are predicted to more than double compared to 2023, according to Jack Tsai, president of the Taiwan-based ODM. Tsai noted the increased average...
Tuesday 30 January 2024
Malaysia sees new semiconductor cluster forming as first IC substrate plant commissioned
The global semiconductor industry has invested in Malaysia for over 50 years. With IC substrate maker Austria Technologie & Sytemtechnik (AT&S) starting production at its...
Tuesday 30 January 2024
OpenAI's Altman forges AI alliances with Samsung and SK Hynix in South Korea
OpenAI CEO Sam Altman recently made a "quick stop" in South Korea for a 2-day trip, reportedly spending just 20 hours in the country. During this brief visit, Altman reportedly met...
Monday 29 January 2024
Optoelectronics firm VPEC is beaming about AI phone growth prospects
The arrival of the AI smartphone era is giving GaAs (Gallium Arsenide) Epitaxial chip (Epi) manufacturers such as Taiwan's VPEC (Visual Photonics Epitaxy Co.) something to get excited...
Monday 29 January 2024
Samsung to showcase Baidu's Ernie AI in latest Galaxy phones
Samsung Electronics Co. will feature Baidu Inc.'s Ernie Bot as a key attraction of its new Galaxy S24 smartphone series in China.
Monday 29 January 2024
Apple intensifies AI edge device initiatives for next-generation iPhones
Apple is quietly ramping up its investment in artificial intelligence (AI), a move that includes a series of acquisitions, talent recruitment, and hardware technology updates, all...