CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 13 March 2024
Nvidia AI server chips remain in high demand
Demand remains high for Nvidia AI server processors despite the transition from older to newer products, according to industry sources.
Tuesday 12 March 2024
South Korea's telecom titans spearhead global AI push with LLM and SLM at MWC 2024
South Korea's telecom powerhouses, SK Telecom, KT, and LG U+, are supercharging their efforts in AI, rolling out cutting-edge large and small language models (LLM and SLM) to stake...
Tuesday 12 March 2024
Taiwan expands Aviation FTZ to expedite AI chips and server shipment
Generative AI has driven huge demand for High-Performance Computing (HPC) chips and AI servers, turning Taiwan into the hardware distribution center for Generative AI hardware in...
Tuesday 12 March 2024
HPE, Dell, and others see orders ramp up as AI moves from cloud to edge
As AI device applications expand from the cloud to the edge, orders for vendors including Asustek Computer, Dell, and Hewlett Packard Enterprise (HPE) have increased significantly,...
Tuesday 12 March 2024
HPE may turn to Foxconn to satisfy significant AI server demand
Hon Hai (Foxconn) is said to have secured a major coup for its AI server business. According to market sources, Hewlett Packard Enterprise (HPE) has been responding to significant...
Tuesday 12 March 2024
Broadcom profit soars as AI chip sales push revenue forecasts beyond US$10 billion
Nvidia's rising profitability amid the AI surge has captivated attention from around the globe. However, regarding AI chip revenue, SemiAnalysis analysts have highlighted that Broadcom...
Monday 11 March 2024
Notebook ODMs see growth in February shipments, full industrial rebound premature
Despite a shorter February, most notebook (NB) ODMs saw shipment growth and expressed optimism for March. However, concluding a complete rebound in the notebook industry may be pre...
Monday 11 March 2024
Taiwan wind maker Yen Sun is a big fan of high-end computer cooling opportunities
Fan maker Yen Sun thinks growth lies in high-end computer cooling.
Monday 11 March 2024
AI-RAN: transforming telecom at MWC 2024
At MWC 2024, the spotlight wasn't just on the latest Generative AI advancements; there was also a palpable buzz around the...
Monday 11 March 2024
2024 Industry Outlook (8): the Paradigm Shift from dotcom to AI
The winners before the creation of cell phones were Cisco and telecom service companies such as Nokia and Ericsson. However, with the launch of the iPhone in 2007, the cell phone...
Monday 11 March 2024
India continues to strengthen its position as the second-largest mobile phone manufacturing hub
India has experienced a significant increase in production and exports within the mobile phone manufacturing sector, positioning it as the second-largest producer and the fifth-largest...
Monday 11 March 2024
O-RAN revolutionizes telecom: a disruptive force or a strategic alliance?
In the cutthroat world of telecommunications, a seismic shift is underway. With its promise of openness and flexibility, Open Radio Access Network (Open Radio Access Network) is challenging...
Monday 11 March 2024
Weekly news roundup: Xiaomi 14 Ultra ushers in the era of satellite-enabled smartphones
These are the most-read DIGITIMES Asia stories in the week of March 4 – March 8
Friday 8 March 2024
Foxconn to shed light on China's tech manufacturing sector as iPhone headwinds mount
Foxconn Technology Group's public arm Hon Hai Precision Industry Co. will headline an earnings week that should offer insights into the outlook for China's tech sector, where the...
Friday 8 March 2024
2024 Industry Outlook (7): The reflexive point of US-China relationship
Looking at the world's total GDP, which has increased 25 times over the past 70 years, we can also look at Taiwan's experience and find a few turning points in time to explore in...