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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 15 November 2024
DIGITIMES 2025 Tech Forum: Decoding the new 'smiling curve' - navigating server sector challenges
Harold Liu, Director of Wiwynn's Pioneering Excellence Center, highlighted how AI servers are transforming the traditional server supply chain. Liu noted that GPU servers operate...
Friday 15 November 2024
Taiwan's electronics and ICT sectors capitalize on geopolitical and technological advantages for record exports
Taiwan continues to capitalize on opportunities for contract manufacturing of cutting-edge technology products as the trade disputes between the US and China intensify. The unrestricted...
Friday 15 November 2024
Foxlink launches Taiwan's largest AI supercomputing center to serve SMEs
On November 14, Foxlink Group (formerly Cheng Uei Precision Industry) inaugurated Ubilink, establishing Taiwan's largest AI supercomputing center and first platform utilizing Nvidia...
Friday 15 November 2024
Financial resilience key to AI server ODMs amidst booming demand from likes of Nvidia's GB200
Taiwan-based server original design manufacturers (ODMs) anticipate a significant surge in AI server sales by 2025. However, the rapid increase in sales has led to higher accounts...
Friday 15 November 2024
Foxconn expects AI servers to account for over 50% of server revenue in 2025, but EV targets might be delayed
Hon Hai Precision Industry (Foxconn) held its third quarter online earnings call on November 14, during which chairman Young Liu highlighted record-breaking cumulative revenue, gross...
Thursday 14 November 2024
Kaori forms thermal tech subsidiary to capture AI cooling demand
Kaori Heat Treatment Co. approved the formation of a wholly-owned subsidiary focused on thermal solutions at an extraordinary shareholders' meeting on November 12, transferring its...
Thursday 14 November 2024
Accton invests in InLC to enhance optical communication capabilities
Accton has announced its board's approval for an investment in InLC Technology (InLC). This long-term investment aims to strengthen the R&D of foundational optical communication...
Thursday 14 November 2024
AOpen gains record profits in 3Q24
Acer subsidiary AOpen achieved its highest profits in 22 years during the third quarter of 2024. The company attributes this growth to long-term efforts in various markets and customer...
Thursday 14 November 2024
Unisoc accelerates IPO timeline with solid shareholder lineup and AI focus
Unisoc, having achieved annual revenues above CNY10 billion (approx. US$1.38 billion) for two successive years from 2022 to 2023, is preparing to expedite its initial public offering...
Thursday 14 November 2024
G-Shank's non-3C revenue surges, AI applications to lead 2025 growth
Taiwan's leading precision metal stamping specialist, G-Shank Enterprise, reported that revenue from non-3C applications—such as automotive, medical, and industrial sectors—grew...
Thursday 14 November 2024
Pegatron substantially expands server operations for 2025
Pegatron is poised to expand its server operations significantly, with initial results from its automotive and server businesses expected to materialize in 2025. Despite being a relative...
Thursday 14 November 2024
PMIC firm Silergy expects 15% of revenue to come from automotive in 2025
Power management IC (PMIC) specialist Silergy has seen growth in the third quarter of 2024 compared to last year, which chairman Wei Chen attributes to the end of inventory adjustments...
Thursday 14 November 2024
Wiwynn hits record-high profits in 3Q; expands capacity to meet demand
Wiwynn has reported record-breaking revenue and profit for the third quarter of 2024 and is expanding production capacity to keep up with future growth. The company announced it would...
Wednesday 13 November 2024
AI servers power ODM revenue hike as Quanta, Wiwynn lead pack amid sluggish PC market
AI servers are proving to be a vital revenue driver for major ODMs. Quanta's October revenue surged to NT$135.9 billion (approx. US$4.24 billion), setting a new record for the period...
Wednesday 13 November 2024
Compal's 2024 first-three-quarters profit surpasses full-year 2023
On November 12, Compal released its third-quarter financial report, showing revenue growth in PCs, wearables, and automotive electronics from the prior quarter, with other product...