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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 18 October 2024
India's shift to spectrum allocation for satellite broadband clears path for Elon Musk's Starlink launch
The Indian government's decision to allocate spectrum for satellite broadband rather than auctioning brings Elon Musk's Starlink one step closer to launching in India.
Friday 18 October 2024
Taiwan's machinery sector navigates ECFA uncertainties, but US market recovery brings hope
Taiwan's machinery sector, particularly its machine tool makers, is navigating an uneven market recovery and multiple challenges. While the US market shows signs of improvement, China's...
Friday 18 October 2024
Apple, Huawei lose steam, paving the way for Android SoC market breakthrough
Apple's sales growth in China has slowed in 2024, falling behind previous years' trends. Huawei, having re-entered the flagship market with its Mate 60 series in 2023, is now reportedly...
Friday 18 October 2024
High-spec power supplies for AI computing to drive growth for Liteon
As power management and heat dissipation become increasingly important with the high-performance computing required for generative AI, a trend is emerging in the field of power supplies:...
Friday 18 October 2024
Largan sees handset customers cut back orders, cautious about 4Q24 prospects
Largan Precision, a leading smartphone lens manufacturer reportedly in the Apple iPhone supply chain, has expressed caution about market prospects for the fourth quarter of 2024,...
Friday 18 October 2024
QCT and Pegatron to capitalize on AI server growth
As Nvidia's GB200 chip enters mass production, Taiwanese AI server supply chain firms are preparing for an anticipated surge in demand from major cloud service providers. Mike Yang,...
Friday 18 October 2024
AI demand is substantial and intense, says TSMC CEO
Chip demand for AI is substantial and intense, according to TSMC chairman and CEO C. C. Wei. TSMC's revenue from AI server chips is forecast to increase by over threefold in 2024...
Friday 18 October 2024
Foxconn expands into AI with ambitions of forming full supply chain
With the surging demand for computing power driven by artificial intelligence (AI) applications, the AI market continues its rapid expansion.
Friday 18 October 2024
Lenovo CEO bullish on AI PC and infrastructure market growth
AI development has only recently begun, yet two significant business opportunities already lie ahead: AI PCs and AI infrastructure, said Lenovo Group chairman and CEO Yuan-qing Yan...
Friday 18 October 2024
Mixed smartphone outlook for Apple and competitors
The outlook for Apple's iPhone and competitors' smartphones may be mixed, but Largan Precision, a leading phone camera lens supplier, remains conservative about the overall market.
Friday 18 October 2024
Lenovo showcases new Neptune water cooling solution for data centers
Lenovo introduced its latest Neptune water cooling technology for data center applications, featuring an open-loop design, at its annual Tech World event in Seattle, Washington.
Thursday 17 October 2024
Taiwan unveils world's smallest quantum computer
Academics in Taiwan have unveiled the world's smallest quantum computer, capable of performing integer factorization using only a single photon. These significant strides in quantum...
Thursday 17 October 2024
Apple AI services to expand next year; potentially squeezing Samsung Galaxy S25's market space
In 2024, despite sluggish global sales of Apple's iPhone 16 series, bank analysts are optimistic about a potential reversal through updates to the company's AI service, "Apple Intelligence."...
Thursday 17 October 2024
Ingrasys unveils next-gen AI computing solutions at OCP Global Summit 2024
At the Open Compute Project (OCP) Global Summit 2024, held from October 15-17 in San Jose, California, Ingrasys Technology, a wholly owned subsidiary of Foxconn Technology Group and...
Thursday 17 October 2024
Lite-On expects strong AI-related sales growth in 2025
Lite-On Technology, a supplier for Nvidia's Blackwell GB200 chip, projects substantial sales growth in AI-related businesses for 2025.