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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 28 March 2025
Tariff turbulence looms—but AI server cooling stays hot
As global supply chains navigate renewed US-China trade tensions, Topco Technologies Corp. is capitalizing on a surge in demand for AI server thermal materials—one of the few...
Thursday 27 March 2025
IPC vendors integrate hardware and software for competitive advantage
With the increasing prevalence of artificial intelligence (AI), how to leverage AI technology to drive digital transformation in industries has become a focal point of concern.
Thursday 27 March 2025
Inergy sees growth in 2Q25 as AI server cooling fans ramp up
The chairman of IC design house Inergy, John Lin, stated that the growth momentum in the server and energy storage sectors is promising. The company has successfully entered the supply...
Thursday 27 March 2025
Substrate and materials suppliers in CoWoS supply chain working to close capacity gaps
Nvidia's high-end AI server, the GB200, is facing challenges due to technical bottlenecks and material supply issues. Industry sources report that key materials used for chip substrates...
Thursday 27 March 2025
Positive outlook for quantum computing; academic and research initiatives poised to propel Taiwan forward
Nvidia CEO Jensen Huang recently revised his earlier skepticism about the potential of quantum computing, now acknowledging its potential to enhance Nvidia's chip sales through synergies...
Thursday 27 March 2025
Alibaba debuts AI model that can process video, audio on phones
Alibaba Group Holding Ltd. has released a new artificial intelligence model in its Qwen series that the company says can process text, pictures, audio and video, and is efficient...
Thursday 27 March 2025
Demand for capacitors in servers to quadruple by 2029, say Japan analysts
The growth of AI data centers is expected to drive surging demand for capacitors used in servers, with the Japan Electronics and Information Technology Industries Association (JEITA)...
Thursday 27 March 2025
AI Expo 2025: AWS showcases AI and cloud advancements
Amazon Web Services (AWS) is highlighting its AI and cloud computing capabilities at the AI EXPO by DIGITIMES, with managing director Robert Wang emphasizing how advancements in semiconductor...
Thursday 27 March 2025
Trade partners on edge as Trump's 'reciprocal tariffs' fast approach
With just a week until the April 2 deadline for the implementation of what US President Donald Trump calls "reciprocal tariffs," global markets are on edge. Will Trump soften his...
Thursday 27 March 2025
Interview with Julian Gorman from GSMA: China leads in 5G technology, redefines factory efficiency standards
China is leading the charge in 5G technology, transforming factory efficiency standards. Countries like Indonesia must accelerate their innovative and digital transformation efforts...
Thursday 27 March 2025
Apple seeks Vietnam support in talent pool and operations expansion
A US-ASEAN Business Council delegation, including Apple, Abbott, and Boeing, recently visited Vietnam to strengthen cooperation and explore new business opportunities. During the...
Wednesday 26 March 2025
Samsung smartphones gain share at expense of iPhone in Taiwan in February
Samsung Electronics made the biggest gain in share in Taiwan's handset market in February, although Apple remained the top vendor.
Wednesday 26 March 2025
AI Expo 2025: Taiwan-US experts analyze key developments in AI
The fourth AI Expo, organized by DIGITIMES, has officially kicked off. Taiwan's Vice President Bi-Khim Hsiao attended the event, while Minister of Economic Affairs J.W. Kuo delivered...
Wednesday 26 March 2025
Chinese suppliers develop server component capabilities, says DIGITIMES Research
As US-China trade tensions rise, the global server EMS supply chain is transforming, with Chinese manufacturers rapidly gaining prominence and challenging established players. A recent...
Wednesday 26 March 2025
Samsung Electronics faces leadership crisis after sudden passing of co-CEO Han Jong-hee
The sudden passing of Samsung Electronics co-CEO Han Jong-hee has sent shockwaves through the company and the broader market, throwing the conglomerate into a potential crisis. Han,...