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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Monday 11 November 2024
Exodus looms: Taiwan businesses eye exit as China grapples with dual economic pressures
With Donald Trump's re-election, speculation is building over a potential 60% tariff on Chinese exports to the US, a move that analysts warn could further destabilize China's fragile...
Monday 11 November 2024
Advantech expands North American operations to meet growing global market demand
Following Donald Trump's re-election, industry observers are monitoring potential policy impacts across sectors. Advantech, a global leader in industrial PC (IPC), announced it is...
Monday 11 November 2024
Accton expands optical tech for AI data centers in 3Q24
Accton Technology, Taiwan's leading provider of data center switches and networking solutions, is significantly increasing its investments in optical communication technology to support...
Monday 11 November 2024
AI server demand soars as Quanta ramps up US expansion
Following Donald Trump's re-election as US President, concerns are mounting over potential new tariffs on the server supply chain. Mike Yang, EVP and GM of Cloud Computing at Quanta...
Monday 11 November 2024
Adata aims for NT$40 billion in annual revenue, poised to achieve second-highest record
Adata reported October 2024 revenue of NT$34.1 billion (approx. US$1.06 billion), driven by increased DRAM shipments. The company is nearing its 2023 revenue performance and targets...
Monday 11 November 2024
Weekly news roundup: TSMC's Arizona milestone looms as global chip industry navigates political, technical crossroads
Semiconductor Week in Review (Nov 3 - 9): The semiconductor industry faces a transformative moment as TSMC readies its Arizona fab's politically-charged December opening and Intel's...
Friday 8 November 2024
Chicony Electronics eyes 2025 notebook replacement boom, post-election overseas adjustments
Benefiting from the continuous increase in market penetration of LED backlit keyboard modules, electronic components manufacturer Chicony Electronics reported continued revenue growth...
Friday 8 November 2024
UAlink group challenges Nvidia's NVLink with open AI standard in 1Q25
The Ultra Accelerator Link (UALink) Consortium has officially become a legal entity, establishing itself to set a new high-speed, low-latency communication standard for AI data center...
Friday 8 November 2024
Small suppliers adapt to regional supply chains amid production shifts
Global supply chains are transforming from lengthy, interconnected networks to shorter, regionalized structures, driven by the prolonged US-China trade and tech conflicts and pandemic...
Friday 8 November 2024
Taiwan AI server supply chain braces for higher US trade barrier
Donald Trump's return to the White House promises a lot of political and economic uncertainties. The AI server supply chain believes that while the Trump administration will continue...
Friday 8 November 2024
Quanta to expand SEA production portfolio amid surging demand post-US elections
Quanta Computer, the Taiwan-based ODM with production facilities worldwide, plans to expand its production portfolio in Southeast Asia in response to increased customer demand following...
Friday 8 November 2024
Snapdragon Summit recap: Oryon CPU and AI to shape Qualcomm's next-gen strategy
The Snapdragon Summit 2024, held October 21-23, placed Qualcomm's Oryon CPU and AI advancements at the center of its product showcase. Amid mixed reactions to Qualcomm's chip announcements,...
Thursday 7 November 2024
Trump's return sparks rise of a 'new triad of ideologies,' says Pegatron chairman
The US presidential election has concluded, with Trump's return to the White House drawing global attention. As observers worldwide monitor how the new administration's policies may...
Thursday 7 November 2024
Apple reportedly offers Indonesia manufacturing investment to overturn iPhone ban
Apple has submitted a US$10 million investment plan to the Indonesian government in hopes of lifting the ban on the iPhone 16 to enable its immediate sale in the local market.
Thursday 7 November 2024
China could lead in AI applications despite US tech edge, says ex-Google China chief
The US currently holds a technological advantage in the field of AI, but China has considerable potential to catch up, especially in the application sector, according to Kai-Fu Lee,...