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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 10 July 2023
Fear of AI chip ban drives up Nvidia A800 prices in China
The Biden Administration's ban on the sale of high-end AI chips to China has driven the prices of Nvidia A800 chips to skyrocket in China.
Monday 10 July 2023
Naver and Samsung to launch lightweight AI semiconductor solution in 2H23
South Korean online platform Naver is working with Samsung Electronics to develop AI semiconductor solutions and AI model lightweight solutions as two main axes to improve the performance...
Monday 10 July 2023
Increased demand for AI servers headlined by cloud computing, with edge picking up speed
A survey by the International Data Corporation (IDC) showed that generative AI technology is still in its early stages of development. Globally, only 24% of corporations plan to invest...
Monday 10 July 2023
India roundup: HPE to make servers in India
As India's semiconductor ecosystem is growing, Microchip announced fresh investments in India to expand its operations. HPE will partner with India-based VVDN to make high-end servers...
Friday 7 July 2023
Musk ultimatum to Taiwan imperils its push to war-proof Internet
All that stands between Taiwan and a near-total internet blackout are 14 undersea cables — a network that would make an easy target in the event of a war with China.
Friday 7 July 2023
Lite-on Technology 2Q23 sales up 9% QoQ, expects better 2H
Benefiting from the growth in cloud computing, AI server power supply units, automotive electronics, and 5G networking equipment, Lite-On Technology Corp's cumulative second-quarter...
Friday 7 July 2023
Google's customized Tensor chip reportedly to be produced by TSMC in 2025
Google was scheduled to launch the first fully customized Tensor chip for its Pixel smartphones in 2024, but it has reportedly postponed the plan to 2025 and is said to be planning...
Friday 7 July 2023
What new biz opportunities will the AI server boom bring to Taiwan supply chain players?
Alongside the growing application of generative AI technology, the ongoing trend of AI servers adopting multiple GPU architectures is seen to bring various new business opportunities...
Friday 7 July 2023
Foxconn chairman visits Japan to meet Sharp executives
Foxconn chairman Young Liu recently paid a visit to Sharp's headquarters in Japan, which may indicate that the Taiwanese company has no plans to spin off the money-losing subsidiary,...
Thursday 6 July 2023
Japan facing challenges in deploying mmWave networks, says DIGITIMES Research
Based on DIGITIMES Research's studies on Japan's 5G network rollout and applications across different frequency bands, the deployment of mmWave remains challenging and its population...
Thursday 6 July 2023
Apple ramps up retail efforts to expand India's market
As India's holiday season is approaching, Apple reportedly raised its sales target and ramped up investments in offering more payment options when the smartphone market in India is...
Thursday 6 July 2023
Foxconn expects pre-pandemic sales growth in 3Q23
Foxconn Technology (Hon Hai Precision Industry) expects its sales growth pattern to return to pre-pandemic levels in the third quarter of 2023.
Thursday 6 July 2023
HBM memory prices rise amid surge in AI server demand
High-bandwidth memory (HBM) prices have begun to rise in response to a surge in AI server demand, according to industry sources.
Wednesday 5 July 2023
Reliance looking to accelerate India's 4G transition by launching US$12 handset
Reliance Jio, India's largest wireless carrier by subscriber numbers, launched one of the cheapest feature phones in the country, aiming to lure more low-income consumers into switching...
Wednesday 5 July 2023
IC design houses see gross margin still under pressure
New products are insufficient to counteract the price declines of older products, causing IC design houses' gross margins to remain under pressure, according to industry sources.