CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 11 August 2023
IPC firm DFI optimistic over 2H23 outlook
With the end of customer inventory adjustment and the gradual warming up of the tooling and network security equipment industries, embedded motherboard and industrial PC (IPC) vendor...
Friday 11 August 2023
China reportedly overcomes BAW filter chokepoint, sparking speculations of Huawei 5G phone's return
China's Saiwei Electronics has announced sucessful mass production and "domestic substitution" of Bulk Acoustic Wave (BAW) filters. While the industry remains conservative about the...
Friday 11 August 2023
Pegatron expects flat or slight growth in 3Q23 notebook shipments
Pegatron, which saw its notebook shipments increase 24% sequentially in the second quarter, expects to post flat or slight shipment growth in the third quarter.
Friday 11 August 2023
SK Hynix gearing up for LPDDR5T production for upcoming MediaTek flagship mobile chip
SK Hynix's LPDDR5 Turbo (LPDDR5T) memory has completed performance verification for use with MediaTek's upcoming next-generation mobile SoC, which is slated for release later this...
Friday 11 August 2023
ODMs see Nvidia GPU shortage curb AI server shipments
ODMs including Quanta Cloud Technology (QCT), Wiwynn, and Giga Computing have experienced delays in fulfilling AI server orders due to the ongoing GPU shortage at Nvidia, according...
Thursday 10 August 2023
With demand for telecom tenders in China weak, the hope is for Wi-Fi 7 to inject new momentum
Major networking chip manufacturers have been holding earnings calls to discuss the global market situation of telecommunications tenders. As China accelerates its efforts in the...
Thursday 10 August 2023
Micromax reportedly eyeing E2W business amid smartphone setbacks
Micromax, an India-based mobile phone vendor and once the top smartphone brand in India, has failed to make a comeback despite ongoing efforts and is reportedly eyeing the rising...
Thursday 10 August 2023
Cooling module maker AVC to expand production site in Vietnam
Cooling module maker Asia Vital Components (AVC) plans to expand its production site in Vietnam to meet growing demand from its US customers, according to the Taiwan-based company.
Thursday 10 August 2023
Samsung, Intel continue to collaborate on vRAN solutions
Samsung Electronics has announced the expansion of its collaboration with Intel via a new product innovation agreement, enabling the companies to continue advancing virtualized radio...
Thursday 10 August 2023
US limits outbound investments in semiconductors, AI, and quantum tech in China
The Biden Administration announced an executive order to require investors to receive approval before investing in China's sensitive tech sectors, such as AI, semiconductors, and...
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...