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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 13 November 2024
Peripheral IC firms eye growth in 2025 on AI server demand
Rising AI server shipments are reportedly prompting peripheral chip manufacturers to project substantial operational growth in 2025.
Wednesday 13 November 2024
Apple may seek Foxconn's global capacity for AI servers
The rise of ChatGPT and other AI applications has driven IT companies to develop their own AI chips and servers, to meet the growing needs of both cloud-based services and edge devices...
Wednesday 13 November 2024
Passive component company Podak enters AI server supply chain amid 2025 demand shifts
As artificial intelligence (AI) demand grows and recent financial issues at Supermicro trigger order redistribution, passive component manufacturer Podak sees new opportunities. Chairperson...
Wednesday 13 November 2024
Apple expected to scale up iPhone production in India following Trump win
Following Donald Trump's victory in the US presidential election and the possibility of a renewed US-China trade war, Indian officials believe Apple may scale up its manufacturing...
Tuesday 12 November 2024
Huawei's HarmonyOS plans global expansion by 2026, taking on Android with ground-up developer migration
Huawei's "Songshan Lake Initiative," launched in late 2019 at its Dongguan facility, mobilized over 2,000 engineers globally over nine months to establish HarmonyOS for smartphones...
Tuesday 12 November 2024
YTL Group turns to Wiwynn for AI data center orders amid Supermicro uncertainty
YTL Group, Malaysia's largest conglomerate, has reportedly redirected its AI server orders from Supermicro to Wiwynn, a Wistron subsidiary, amid growing market attention on Supermicro's...
Tuesday 12 November 2024
Taiwan advances quantum tech research for defense and industry applications
AI, biomedicine, quantum computing, innovative semiconductor materials, and advanced semiconductor manufacturing are shaping up as pivotal areas for Taiwan's future research and development,...
Tuesday 12 November 2024
Double 11 sales surge drives mobile device demand
Despite cautious economic forecasts for the fourth quarter of 2023, e-commerce platforms have reported robust sales during the Double 11 shopping festival, providing a boost to the...
Tuesday 12 November 2024
Foxconn treading carefully as Trump set to return to White House
With Donald Trump now set to return to the White House, industry players will be keenly watching his upcoming policies, given his previous strong-arm tactics and campaign rhetoric...
Tuesday 12 November 2024
Weltrend sees AI server demand driving growth in 4Q24
Weltrend Semiconductor, a specialist in USB power delivery (PD) controller chips, anticipates strong AI server demand to drive its shipment performance in the fourth quarter of 202...
Tuesday 12 November 2024
Will ZT, Supermicro lose AI server orders? Experts say order transfer not easy
Recent negative media coverage of US AI server companies ZT and Supermicro, both Nvidia clients, has raised supply chain concerns. Sources suggest that transferring AI server orders...
Monday 11 November 2024
Exodus looms: Taiwan businesses eye exit as China grapples with dual economic pressures
With Donald Trump's re-election, speculation is building over a potential 60% tariff on Chinese exports to the US, a move that analysts warn could further destabilize China's fragile...
Monday 11 November 2024
Advantech expands North American operations to meet growing global market demand
Following Donald Trump's re-election, industry observers are monitoring potential policy impacts across sectors. Advantech, a global leader in industrial PC (IPC), announced it is...
Monday 11 November 2024
Accton expands optical tech for AI data centers in 3Q24
Accton Technology, Taiwan's leading provider of data center switches and networking solutions, is significantly increasing its investments in optical communication technology to support...
Monday 11 November 2024
AI server demand soars as Quanta ramps up US expansion
Following Donald Trump's re-election as US President, concerns are mounting over potential new tariffs on the server supply chain. Mike Yang, EVP and GM of Cloud Computing at Quanta...