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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 9 March 2023
AI boom to boost demand for high-end memory chips
AI advancements will increase demand for high-end memory chips by enabling a wide range of applications, industry sources believe.
Wednesday 8 March 2023
ChatGPT to drive AI CPU upgrades for PCs
As ChatGPT embraces the speech-to-text capability and incorporates Whisper APIs, the semiconductor supply chain and terminal electronics devices associated with speech recognition...
Wednesday 8 March 2023
Intel launches new Agilex 7 FPGAs for network solutions
Intel launched Intel Agilex 7 FPGAs with F-Tile, equipped with field-programmable gate array (FPGA) transceivers available on the market and designed to help customers address challenges...
Wednesday 8 March 2023
Supply chain braces for impact from Inspur blacklisting
The supply chain is bracing for the fallout of the blacklisting of China-based server manufacturer Inspur Group by the US Department of Commerce on March 3.
Tuesday 7 March 2023
Germany reportedly considering a 5G components ban on Huawei and ZTE
As China-based telecom equipment suppliers face growing skepticism in Western countries, Germany is reportedly considering forbidding telecom operators from using components from...
Tuesday 7 March 2023
Enterprise SSD prices continue fall in 1Q23, says TrendForce
Enterprise SSD prices are poised to continue their downward trend in the first quarter after falling 25% in the fourth quarter of 2022, according to TrendForce.
Tuesday 7 March 2023
With LEO satellite and Eagle Stream leading the way, EMC has positive outlook for 2023
Taiwan-based Elite Material Co. (EMC) is a CCL (copper-clad laminates) manufacturer with a leading presence in high-end HDI (high density interconnection) materials. In 2022, the...
Monday 6 March 2023
High margins draw industrial PC suppliers into defense sector
Industrial PC (IPC) suppliers have increasingly perceived niche sectors like healthcare and military to be steady sources of revenues, leading them to deepen their deployments in...
Monday 6 March 2023
US adds 28 Chinese companies to Entity List
The US has added 37 companies to a trade blacklist, including 28 based in China. Among the Chinese companies are Inspur and Loongson Technology.
Friday 3 March 2023
TSMC sees biggest customer generate 23% of 2022 revenue
TSMC saw revenue generated from orders placed by its largest customer increase over 30% on year to NT$529.65 billion (US$17.3 billion) in 2022, accounting for roughly 23% of the foundry's...
Friday 3 March 2023
AP Memory sees customers about to finish inventory correction
AP Memory Technology, which specializes in customized IoT RAM and other DRAM memory, has observed its customers on the verge of completing inventory correction. However, the overall...
Friday 3 March 2023
Taiwan Wi-Fi chip designers eye orders from telecom carriers in US and Europe
Demand for Wi-Fi main chips is expected to resume growth starting the second quarter and benefit related Taiwan-based chip designers including MediaTek, Realtek, and Richwave, according...
Friday 3 March 2023
Lite-On Technology unveils application of 5G private networks to 3 scenarios at MWC 2023
Lite-On Technology showcased vertical application of 5G private networks to three scenarios, namely, smart buildings, semi-outdoor environments, and smart factories, at the Mobile...
Friday 3 March 2023
Foxconn to step up diversification of production bases
Hon Hai Precision Industry (Foxconn) chairman Young Liu recently visited India, highlighting the electronics manufacturer's production diversification strategy.
Friday 3 March 2023
5G O-RAN arena enters knockout game, winners likely to emerge in 2024
A knockout competition is kicking off in the 5G O-RAN sector, and the market conditions will become clearer in one year, when winners are expected to emerge, according to Mike Yang,...