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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 25 May 2023
AI server boom to stimulate cooling fan demand
AI server cooling fans use more electricity than conventional fans and have higher average selling prices, enabling new growth opportunities for cooling fan suppliers, according to...
Wednesday 24 May 2023
Intel and Microsoft collaborate to advance AI for Windows 11 PCs
Intel has announced that it is working with Microsoft to drive the development of artificial intelligence (AI) on personal computing (PC).
Wednesday 24 May 2023
Quit the geopolitical conspiracy theory on Oppo's chip design flop
Chinese smartphone maker Oppo disbanded its chip design house Zeku in May, stimulating commentary on Zeku being the latest victim of the US-China chip war among the media in China...
Wednesday 24 May 2023
Marvell to set up semiconductor design center in Vietnam
Marvell Technology has announced plans to establish a world-class design center in Ho Chi Minh City. The facility will house advanced semiconductor engineering and will be a top technology...
Wednesday 24 May 2023
IAR upbeat about RISC-V development potential in Taiwan
The RISC-V architecture offers enormous development potential in Taiwan, particularly in automotive electronics, according to Kiyofumi Uemura, area VP APAC at IAR Systems. Meta recently...
Wednesday 24 May 2023
Server suppliers see customers still reluctant to increase orders
Server ODMs and other suppliers continue to see customers stay reluctant to step up their pace of orders amid unfavorable market conditions, according to industry sources.
Tuesday 23 May 2023
Taiwanese suppliers cautious toward smartphone-to-satellite communication
With Starlink and satellite communication network growing in popularity and importance, Taiwan-based low-earth orbit (LEO) system integrators observed that the LEO satellite sector...
Tuesday 23 May 2023
China 5G network penetration rate rising rapidly
In China, 5G network penetration is fast expanding and is expected to surpass 4G by 2024, according to market observers.
Tuesday 23 May 2023
Mitac sees server order visibility stay low
The visibility of server orders remains low despite an influx of short lead-time orders, according to Mitac Holdings president Bill Ho. Mitac's outlook for the year is conservative...
Tuesday 23 May 2023
JioPhone Next fails to generate strong response, a setback for Reliance and Google
JioPhone Next, the affordable 4G smartphone co-developed by Google and India's largest wireless operator Reliance Jio, had failed to gain traction amid the supply chain disruptions...
Tuesday 23 May 2023
TSMC wins major AI chip orders
With its sub-7nm process manufacturing, TSMC has won significant AI chip orders amid surging demand for generative AI applications, according to industry sources.
Tuesday 23 May 2023
Micron could lose US$3 billion in revenue injection from China
Micron Technology could lose an estimated US$3 billion in revenue from China as a result of the country's ban on Chinese enterprises working on critical infrastructure projects procuring...
Monday 22 May 2023
In response to US sanctions, Chinese telecom providers have increased ratio of local servers used
With government departments paying more attention to internet security and trying hard to reduce the impact of US export sanctions, China has been encouraging government agencies,...
Monday 22 May 2023
ASE lands Broadcom orders for silicon photonics-based networking chips
Taiwan's leading OSAT ASE Technology and its affiliate Siliconware Precision Industries (SPIL) have officially joined the supply chain of silicon photonics high-speed networking chips...
Monday 22 May 2023
From "semiconductors are national power" to "AI is national power"
I was invited to be a seminar moderator at the 2023 Taiwan Supercomputing Conference themed on AI 2.0, supercomputing, and the new ecosystem, recently organized by Taiwan Web Service...