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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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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,...
Wednesday 26 March 2025
IC distributors upbeat about 2025 prospects given end of inventory adjustments for industrial and automotive chips
IC distributors have expressed optimism regarding the semiconductor market outlook for 2025, generally believing that overall circumstances will exceed those of 2024. They anticipate...
Wednesday 26 March 2025
IPC firms optimistic about 2Q25 edge device opportunities
As inventory clearance gradually comes to an end, coupled with the rise of edge markets associated with artificial intelligence (AI) applications, industrial PC (IPC) vendors generally...
Wednesday 26 March 2025
ODMs see sluggish CE demand but robust AI server demand
The four leading notebook original design manufacturers (ODMs) share a consistent outlook for the second quarter of 2025, noting that shipments of consumer electronics are sluggish...
Wednesday 26 March 2025
India reportedly demands Samsung pay US$601 million in back taxes and penalties for tariff evasion
Reuters, citing a government order, reported that India required Samsung and seven of its executives to pay US$601 million in back taxes and penalties for allegedly evading...
Wednesday 26 March 2025
Apple eyes 2nm chip leap by 2026 as TSMC production advances
Apple may adopt TSMC's 2-nanometer process technology for its mobile chips in 2026, moving beyond the current 3-nanometer technology, according to industry sources. The transition...
Tuesday 25 March 2025
DIGITIMES exclusive: Asus recovers US$161.9M in bad debt from Indian client, continues to push AI server business
Asus recently announced the recognition of a NT$5.35 billion (approx. US$161.9 million) bad debt for the fourth quarter of 2024, stemming from delayed payments by an Indian client...
Tuesday 25 March 2025
TSMC's 2nm yield rate varies by product type; Apple and Nvidia to face different thresholds
While recent reports suggest TSMC's 2nm trial production is progressing steadily, DIGITIMES Research analyst Luke Lin cautions that actual yield rates will vary depending on the chip...
Tuesday 25 March 2025
CoreWeave's IPO is litmus test for AI data center demand
AI infrastructure startup CoreWeave is seeking a valuation of up to US$32 billion in its upcoming IPO on the NASDAQ, with plans to raise as much as US$2.7 billion. The listing marks...
Tuesday 25 March 2025
FineTek sees potential growth in AI server liquid cooling with high customer demands and inquiries
Taiwan's leading sensor company, FineTek, pointed out that AI server customers began pulling orders in January. However, the subsequent orders are difficult to predict, although customer...
Tuesday 25 March 2025
Beyond the hype: Five strategic concerns at Nvidia GTC 2025
Nvidia's GTC 2025 has concluded with great fanfare, attracting global attention. CEO Jensen Huang transformed this serious AI conference into a carnival atmosphere, drawing nearly...
Tuesday 25 March 2025
Samsung Electronics co-CEO Jong-Hee Han dies at 63
Samsung Electronics Co. announced on March 24 that its co-CEO, Jong-Hee Han, had died from cardiac arrest at the age of 63. Han shared leadership duties with co-CEO Young-hyun Jun,...
Tuesday 25 March 2025
Computex 2025: 1,400 exhibitors gather in Taipei
Computex 2025 is set to take place from May 20 to May 23 at the Taipei Nangang Exhibition Center. The Taiwan External Trade Development Council (TAITRA) has announced that nearly...
Tuesday 25 March 2025
Chunghwa Telecom partners with global carriers to build Pacific submarine cable
Chunghwa Telecom announced it will join forces with SK Broadband, SoftBank, and Verizon to construct a new 12,500-kilometer submarine fiber optic cable system called "E2A" connecting...