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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 10 August 2023
What role does Foxconn play in the AI server boom?
Industry observers have expressed an interest in the role of Hon Hai Precision Industry (Foxconn), which has a more than 40% market share in the global server market, in this era...
Thursday 10 August 2023
IC suppliers see delay in order pull-ins from telecom operators
The outlook for demand from new telecommunication tenders and bids in the second half of 2023 remains uncertain, prompting related chip suppliers to exercise caution and anticipate...
Wednesday 9 August 2023
Sony expects smartphone rebound only in 2024 after China fizzles
Sony Group Corp., the dominant supplier of camera sensors for smartphones, is pushing back expectations for a smartphone market recovery to 2024 at the earliest after gauging worsening...
Wednesday 9 August 2023
Samsung has all new Galaxy devices feature customized APs from Qualcomm
Samsung Electronics' newly unveiled foldable phones Galaxy Fold5/Flip5, as well as Galaxy Tab S9 series are all equipped with the Qualcomm's "Snapdragon 8 Gen2 for Galaxy" APs, which...
Wednesday 9 August 2023
Analysts: Global NBs enjoy strong shipment in 2Q23, but Q3 is likely flat
Due to strong educational demand and successful strategies of inventory clearing, notebook PCs (not including models which can separate the display and the keyboards) enjoyed a better-than-expected...
Wednesday 9 August 2023
Wah Lee sees robust AI-triggered demand for semiconductor materials supporting advanced packaging
Semiconductor materials distributor Wah Lee Industrial has enjoyed robust orders catering to customers' advanced packaging needs, such as TSMC's CoWoS, as a result of the AI server...
Wednesday 9 August 2023
Wiwynn diversifies primary customer base
Wiwynn has stepped up efforts to diversify its main customer base, with its third largest customer poised to contribute over 10% to its total revenue by the end of this year, according...
Wednesday 9 August 2023
For Nvidia and TSMC, China is still a major market they can't afford to give up
Despite the raging US-China technology conflict, neither Nvidia nor TSMC can afford to give up the enormous business opportunities presented by the Chinese market. However, the top...
Tuesday 8 August 2023
Handsets, tablets and wearables differ starkly in sales recovery momentum
Mobile phones, tablets, and wearable devices differ significantly in their shipment performance and recovery momentum in the Taiwan market. In particular, mobile phones sales are...
Tuesday 8 August 2023
Micron launches memory expansion module portfolio to accelerate CXL 2.0 adoption
Micron Technology has announced sample availability of its CZ120 memory expansion modules to customers and partners.
Tuesday 8 August 2023
Qisda regrouping for 2H23's quarter by quarter economic recovery
Chairman of Qisda Technology, Peter Chen, announced that despite a less-than-expected economic outlook in this year, the company's operations have grown quarter by quarter. In Q2...
Tuesday 8 August 2023
Server ODMs see bleak prospects for general-purpose server shipments in 2H23
Shipments of general-purpose servers are falling faster than anticipated thanks to a shift in focus to AI servers, prompting ODMs to be concerned about shipment prospects for the...
Monday 7 August 2023
Wistron steps up investment in Vietnam
Wistron's board of directors recently approved a company plan to inject an additional US$24.5 million into its manufacturing site in Vietnam.
Monday 7 August 2023
Huawei holds on through patent fees
In June 2023, China electronics giant Huawei reportedly collected licensing fees for its patented technologies from around 30 Japanese companies. According to sources, patent fees...
Monday 7 August 2023
Taiwan shares AIoT tech for disaster preparedness at APEC conference
Typhoon Doksuri has brought heavy rainfall to northern China over the past two weeks, causing at least 20 deaths and affecting millions stuck in the resultant floods in the suburban...