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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Tuesday 5 September 2023
India reported to be among first launch markets for upcoming iPhone 15
As India's festival season is approaching, Apple reportedly aims to minimize the time gap between the iPhone 15 launch and the release date in India, a boon for Apple to capitalize...
Tuesday 5 September 2023
As AI drives server demand, brands pick up speed while Taiwanese suppliers provide support
Server brands are actively embracing the AI business opportunities, each coming with its own unique approach. Dell, with its close relationship with Nvidia, is aggressively pushing...
Tuesday 5 September 2023
Delta Electronics gains prominence in the AI server power supply market
With the rise of ChatGPT and other generative AI applications, AI servers tailored to meet the formidable computational demands of generative AI have emerged as a central focus. These...
Tuesday 5 September 2023
Huawei goes against the grain and stocks up cell phone components
In the escalating trade tension between China and the United States, Huawei has been doubling down on its 5G mobile technology. According to industry insiders, Huawei has also been...
Tuesday 5 September 2023
Support for Huawei 7nm chip could hurt SMIC profitability, say sources
For SMIC, providing support for Huawei's 7nm chip without access to EUV technology could prove to be detrimental to its profitability, according to industry sources.
Monday 4 September 2023
SoftBank lines up Apple, Nvidia as strategic Arm IPO backers
SoftBank Group Corp. has lined up some of Arm Ltd.'s biggest customers as strategic investors for the chip company's initial public offering, including Apple Inc., Nvidia Corp., Intel...
Monday 4 September 2023
Southeast Asian smartphone market fell 15% in 2Q23, marking the sixth consecutive drop, says Canalys
Canalys research reveals that the Southeast Asia smartphone market fell 15% on-year in the second quarter of 2023 to 20.9 million units, the lowest shipment since 2014, as the unfavorable...
Monday 4 September 2023
European public cloud spending to reach US$142 billion in 2023, defying budget cuts amid economic downturn, says IDC
According to the Worldwide Software and Public Cloud Services Spending Guide published by IDC, public cloud services spending in Europe will total US$142 billion in 2023 and will...
Monday 4 September 2023
USI launches AI-based modular edge computing solution
The explosive growth of global network data driven by both cloud AI and edge AI brings significant challenges to the existing cloud infrastructure and edge computing architecture...
Monday 4 September 2023
Apple iPhone 15 orders for 2H23 less than iPhone 14's for 2H22, according to DIGITIMES Research
With global smartphone demand likely to remain in a weak state in the second half of 2023, Apple, like all other smartphone brands, also turned conservative with its iPhone shipment...
Monday 4 September 2023
Where does Huawei's Mate 60 Pro SoC come from?
Huawei's Mate 60 Pro recently made an unexpected debut, sparking curiosity among Chinese consumers that the model might not necessarily carry truly top-notch SoC specs. In a public...
Monday 4 September 2023
Huawei Mate 60 Pro incorporates LLM to enhance consumer appeal
During the Q3 earnings conference for the fiscal year 2023, Apple CEO Tim Cook disclosed that his company has been engaged in extensive research on generative AI and related models...
Monday 4 September 2023
Rumors debunked: who made the SoC within Huawei Mate 60 Pro?
Recently, Huawei launched its latest flagship smartphone, the Mate 60 Pro. It is rumored that the internal chipset used is a completely Chinese-made SoC, successfully circumventing...
Monday 4 September 2023
Weekly news roundup: why TSMC sees more trouble than Samsung in US fab and other top stories
These are the most-read news stories in the week of August 28–Sept 1, 2023 on DIGITIMES Asia website:
Monday 4 September 2023
Foxconn, Pegatron charting paths in India and Vietnam
Due to supply chain disruptions and rising geopolitical risks, companies are speeding up their production diversification efforts, with Foxconn and Pegatron de-risking themselves...