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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 15 January 2025
AI boom propels IC distributors to record-breaking 2024 revenue
The expansion of artificial intelligence (AI) applications has established AI servers and related components as the primary growth drivers for IC distributors. With shipments of AI...
Wednesday 15 January 2025
Ericsson: 5G SA to lead mobile traffic by 2030, but expansion faces 'chicken-and-egg' dilemma
Ericsson announced on January 14 that 5G Standalone (SA) and 5G advanced networks are poised to become the next major focus for the mobile industry. This shift comes as telecom operators...
Wednesday 15 January 2025
Chinese GPU developers face more issues
The recent US chip ban is expected to exacerbate the challenging circumstances for China's GPU industry, intensifying both market and production pressures.
Wednesday 15 January 2025
Google and IBM push ambitious quantum roadmaps amid Jensen Huang's caution at CES
Nvidia CEO Jensen Huang recently stated that quantum computing may take 15 to 30 years to achieve practical applications, highlighting the significant hurdles that lie ahead. Despite...
Wednesday 15 January 2025
Compal mulls setting up server factory in the US, with Texas among potential locations
Compal Electronics is assessing the feasibility of setting up a server manufacturing plant in the US, with Texas being one of the potential locations, according to company president...
Wednesday 15 January 2025
Tata reportedly in talks with Xiaomi and Oppo for smartphone manufacturing expansion
Tata Electronics is reportedly in negotiations with Xiaomi and Oppo to assemble smartphones, marking a strategic expansion beyond iPhone case manufacturing. This move reflects a trend...
Wednesday 15 January 2025
US AI chip export control looms over China cloud computing giants
The latest US restrictions on AI chip exports have sent shockwaves through the global tech industry, casting a shadow over China's burgeoning tech sector. The restrictions create...
Wednesday 15 January 2025
Compal Electronics sees 38% profit increase, thanks to strategic shift
Compal Electronics chairman Ray Chen stated that the company's transformation efforts in 2024 have begun to yield positive results. Despite a slight decline in revenue during the...
Tuesday 14 January 2025
Taiwan telecom giants achieve record results in 2024; competition in new biz areas looms in 2025
Taiwan's three major telecom operators —Chunghwa Telecom, Taiwan Mobile, and Far EasTone Telecommunications— all delivered stellar results in 2024, driven by merger synergies,...
Tuesday 14 January 2025
Nvidia reportedly faces setbacks: hyperscalers slash GB200 orders over overheating issues
Major cloud service providers are reconsidering their procurement strategies for Nvidia's Blackwell chips following serious technical issues, particularly overheating problems and...
Tuesday 14 January 2025
Jensen Huang's Taiwan visit reportedly includes key talks with Wistron, Quanta, Foxconn
Jensen Huang, the founder and CEO of Nvidia, is visiting Taiwan for the company's year-end celebration. Industry sources indicate that Huang routinely meets with key supply chain...
Tuesday 14 January 2025
AI glasses steal the show at CES 2025
DIGITIMES Research analyst Brandon Fang observed that AI glasses dominated CES 2025. From pre-show events such as CES Unveiled, Pepcom, and ShowStoppers to the main exhibition, manufacturers...
Tuesday 14 January 2025
SDV popularity still has long way to go
The prospect of software-defined vehicles (SDVs) becoming a common sight on the road in the US will still be slim in 2025. The biggest issue is: Who is going to foot the bill for...
Tuesday 14 January 2025
AI, robots to drive golden decade for IPC industry
Industrial PC (IPC) manufacturers see artificial intelligence and robotics development as the primary drivers behind the sector's next growth phase.
Tuesday 14 January 2025
China discusses sale of TikTok US to Musk as one potential option
Chinese officials are evaluating a potential option that involves Elon Musk acquiring the US operations of TikTok if the company fails to fend off a controversial ban on the short-video...