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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 3 December 2024
AI robots face uphill battle in industrial adoption
The development of AI robots spans multiple sectors, from smart factories to smart homes and specialized applications. However, for semiconductor giants like Nvidia and Qualcomm,...
Tuesday 3 December 2024
IPC makers demonstrate resilience, remain unfazed by tariff shifts
Taiwan's industrial computer (IPC) manufacturers are maintaining their composure despite the ripples sent through global supply chains by Donald Trump's recent announcement of tariff...
Tuesday 3 December 2024
China advances space ambitions with next-gen Beidou navigation system
China's satellite navigation ambitions are accelerating, with plans for a next-generation BeiDou system taking shape amid growing commercial adoption of the technology. The expansion...
Tuesday 3 December 2024
Nvidia and Tesla set to challenge IDMs' dominance in industrial robotics
Both Tesla CEO Elon Musk and Nvidia CEO Jensen Huang consider humanoid robots to be the ultimate chapter in AI development. According to a Goldman Sachs research forecast for the...
Monday 2 December 2024
Elon Musk lands priority for Nvidia GB200 delivery in January with US$1.08 billion
Elon Musk's artificial intelligence company xAI has made headlines with its urgent push for advanced AI hardware. Industry sources indicate that Musk directly approached Nvidia CEO...
Monday 2 December 2024
GenAI drives smartphone market revival, but innovation gaps remain
Global smartphone shipments have slowed in recent years due to high inflation, market saturation, and extended replacement cycles. However, the surge in generative AI (GenAI) has...
Monday 2 December 2024
Chipmakers fight for entrance as Huawei ignites satellite mobile communication opportunities
Recently, Huawei's executive director and chairman of the board of directors of the consumer business group (BG), Richard Yu, announced that the new foldable flagship smartphone,...
Monday 2 December 2024
MiTAC to double capex in 2025, diversifying production amid Trump 2.0
MiTAC Corporate President Billy Ho expressed optimism for 2025, though he acknowledged the significant uncertainties ahead, including geopolitical tensions and the potential impact...
Monday 2 December 2024
Acer Cyber Security harnesses AI to counter evolving threats
The growing adoption of AI across industries and intensifying geopolitical tensions have led to escalating cybersecurity threats, fueling demand for robust solutions and digital forensic...
Friday 29 November 2024
HMD Global designates India as key mobile phone export hub amid US-China trade tensions
HMD Global has strategically designated India as a crucial export hub for Nokia phones in response to the evolving dynamics of the global trade environment. The persistent trade tensions...
Friday 29 November 2024
LCD panel stockpiling drives TDDI chip demand for midrange phones
As inventory stockpiling of midrange and entry-level smartphone panels increases, the demand outlook for LCD TDDI chips shows promise, according to industry sources.
Friday 29 November 2024
IPC maker Neousys anticipates defense sales to rise in 2025
Neousys Technology has defied the downward trend in the industrial PC (IPC) industry in 2024, achieving solid revenues and profits through its early investments in edge AI computing...
Friday 29 November 2024
Samsung's potential integration of ChatGPT raises questions regarding relationship with Google
Recent reports claim that OpenAI is in discussions with Samsung Electronics (Samsung) regarding a collaboration to integrate ChatGPT into their devices, which could mirror Apple's...
Friday 29 November 2024
Industrial PCs power net-zero transition, creating new market opportunities
The global push toward net-zero emissions is transforming industries, presenting both challenges and unprecedented opportunities. With 198 countries committed to net-zero targets...
Friday 29 November 2024
Allis Electric expands beyond semiconductors into AI, data center markets
Allis Electric Co. (AEC) is broadening its market focus beyond semiconductors to tap into the surging energy demands of artificial intelligence and data center sectors. The company...