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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 12 December 2024
Nokia sees 6G and AI reshaping telecom landscape by 2030
Nokia laid out an ambitious roadmap for 6G development and network innovation at a recent Taiwan event, forecasting explosive growth in bandwidth demand and a shift toward AI-driven...
Thursday 12 December 2024
The Nvidia Way: Jensen Huang's gamble from near collapse to AI supremacy
A new book, The Nvidia Way: Jensen Huang and the Making of a Tech Giant, featuring the first authorized interview with Nvidia CEO Jensen Huang, was officially released on...
Thursday 12 December 2024
AWS stresses mutually beneficial relationship with Anthropic
AWS, a subsidiary of Amazon, has significantly expanded its foundational model offerings, leading to speculation on whether AWS intends to reduce its dependence on Anthropic. Vasi...
Thursday 12 December 2024
Huawei's new Mate 70 phone shows its chip advances are stalling
Huawei's latest flagship smartphone is powered by a chip little different from the one that set off alarm bells in Washington a year ago, signaling a slowdown in the Chinese company's...
Thursday 12 December 2024
Thinner, lighter foldable phone designs raise technical threshold for supply chain
Foldable smartphone shipment momentum continues to be strong for certain major mobile phone brands despite their low popularity in the end market. However, as development shifts toward...
Thursday 12 December 2024
Xiaomi targets premium market as leadership shifts amid smartphone slump in India
Xiaomi India is undergoing significant leadership changes while steering its strategy toward the premium market segment. During a recent media event, senior executives outlined the...
Wednesday 11 December 2024
Apple's Next Ultra Smartwatch Will Be Able to Send Texts Via Satellite
Apple plans to bring satellite connections to its smartwatch in 2025 and is ramping up work on a blood-pressure feature, seeking to entice hikers and health-conscious consumers into...
Wednesday 11 December 2024
AI applications boosting on-site storage demand
According to Pure Storage Taiwan Country Manager Jeffrey Chow, the AI boom is driving demand for storage, with many companies choosing to store their important data on-site instead...
Wednesday 11 December 2024
Sharp and KDDI to transform Sakai plant into AI data center
Sharp and KDDI Corporation have announced a joint venture to develop an AI data center in Osaka. The two companies have entered into a Memorandum of Understanding (MoU) to transform...
Tuesday 10 December 2024
Taiwan's US exports surge past US$100 billion ahead of Trump's return
Donald Trump is expected to take office on January 20, 2025, likely being cautious with exporters running significant trade surpluses with the US. Meanwhile, US demand for electronic...
Tuesday 10 December 2024
US accelerates replacement of Chinese telecom equipment, Taiwan chip firms eye windfall
The US House of Representatives is preparing to vote on the fiscal year 2025 national defense budget, which includes a US$3 billion provision aimed at helping US telecoms completely...
Tuesday 10 December 2024
Taiwanese PA makers eye LEO product potential for smartphones
Smartphone shipments underperformed in the second half of 2024, particularly with Android momentum in China slowing compared with the first half of the year. As a result, Taiwanese...
Tuesday 10 December 2024
Samsung reportedly explores discrete LPDDR for future iPhones amid rising AI demands
Samsung Electronics is exploring the development of discrete package low-power DRAM (LPDDR) for Apple's iPhones to meet the tech giant's evolving requirements, though Samsung has...
Tuesday 10 December 2024
Apple 5G modem unlikely to match competition until 2026
It is highly likely that the iPhone SE 4, set to be launched in early 2025, will come with Apple's in-house developed 5G modem. Still, sources from the upstream supply chain believe...
Tuesday 10 December 2024
ODM server shipments stay strong in 2024; benefit from Nvidia Blackwell in 2025
Server ODMs demonstrated strong performance in the fourth quarter of 2024, driven by general purpose (GP) servers filling the gap as AI servers undergo a transitional period. ODMs...