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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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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...
Tuesday 10 December 2024
Feng Ching targets high-end insulation wires for AI data centers and EV applications
Feng Ching Metal Corp., a Taiwanese manufacturer specializing in enameled and other insulated wires, anticipates stable sales growth in products catering to emerging energy applications,...
Monday 9 December 2024
AI servers and satellite demand drive Taiwan's PCB industry back to growth
Taiwan's PCB industry is experiencing a resurgence due to the rising demand for AI servers and low-Earth orbit satellites. This growth is primarily centered around rigid and flexible...
Monday 9 December 2024
Huawei adds specialized CIS to enhance color accuracy in Mate 70, says DIGITIMES Research
Huawei's Mate 70 smartphone utilizes a specialized CIS from Spectricity to improve color accuracy, especially for its RYYB sensor. While this solution enhances color reproduction,...
Monday 9 December 2024
Apple plans three-year modem rollout in bid to top Qualcomm
Apple is preparing to finally bring one of its most ambitious projects to market: a series of cellular modem chips that will replace components from longtime partner — and adversary...
Monday 9 December 2024
AWS sees unprecedented Apple endorsement, highlighting AI computing challenges and cloud chip competition
At the AWS re:Invent conference, an appearance by an Apple representative highlighted two key issues. It underscored the ongoing challenge of insufficient computing resources for...
Monday 9 December 2024
Samsung unveils One UI 7 Beta: AI and security upgrades pave the way for Galaxy S25
Samsung Electronics launched its One UI 7 Beta testing program in Taiwan on December 6, 2024, introducing the most significant upgrade to the One UI interface in recent years. This...
Friday 6 December 2024
Pegatron partners with Zettabyte to boost AI server computing performance
Taiwan's AI data center operator Zettabyte has announced that Pegatron will integrate Zware, its self-developed GPU software solution, to boost AI server performance and set a new...
Friday 6 December 2024
Huawei's Mate 70 launch stirs US scrutiny amid chipmaker clampdown
Huawei unveiled its Mate 70 series in late November, and by early December, the US imposed new restrictions targeting China's semiconductor sector. Analysts speculate the high-profile...
Friday 6 December 2024
GenAI drives consumer demand for faster, differentiated 5G connectivity services, according to Ericsson report
The rapid growth of generative AI (GenAI) and its proliferating applications is driving the need for telecom operators to optimize and expand their 5G systems. According to Ericsson's...
Friday 6 December 2024
OnePlus unveils Project Starlight in India to fend off Apple in premium market
Chinese smartphone manufacturer OnePlus announced its intention to invest up to INR60 billion (approx. US$710 million) in India over the next three years to fend off emerging challenges,...
Friday 6 December 2024
HPE exceeds revenue and operating margin targets on AI-server momentum despite margin concerns
Hewlett Packard Enterprise (HPE) surpassed revenue and operating margin expectations in its latest quarter, driven by strong AI-server demand, though margin pressures raise questions...
Friday 6 December 2024
Foxconn reports November revenue decline due to slow consumer and networking products
Foxconn reported a November revenue of NT$672.585 billion (approx. US$20.76 billion), surpassing the total earnings of the previous year in the first 11 months of 2024. Despite a...