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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 6 November 2024
Ibiden and Shinko Electric optimistic about AI, but standard server demand remains weak
Japanese IC substrate manufacturer Ibiden has lowered its overall performance forecast for the fiscal year 2024 (April 2024 to March 2025). Similarly, another IC substrate company,...
Tuesday 5 November 2024
Is the iPhone 16 selling well? Foxconn's record October revenue offers initial clues
The sales performance of Apple's iPhone 16 series has garnered mixed reviews since its launch. However, the benefits generated during the initial phase of the product release cannot...
Tuesday 5 November 2024
Single's Day and GenAI set to boost year-end smartphone sales amid Apple's slowing growth momentum for 4Q24
While Apple anticipates a slight slowdown in revenue growth for the fourth quarter, industry analysts are optimistic that the Single's Day e-commerce promotion, along with price cuts...
Tuesday 5 November 2024
Top CSPs commit to strong investments in AI data centers, ensuring prosperity for Taiwanese suppliers through 2025
The top three global cloud service providers (CSPs) are committing to strong investments in AI data centers, ensuring steady operations for Taiwan's data center supply chain—covering...
Tuesday 5 November 2024
Upcoming Huawei smartphone with flagship Kirin SoC will be zoomed in again
Huawei's flagship device, the Mate 70, is slated to be released at the end of November, following the recent debuts by Xiaomi, Oppo, Vivo, and Honor. This smartphone has sparked widespread...
Tuesday 5 November 2024
New iPhone sales in China are challenging to penetrate
Apple's initial sales of the iPhone 16 this year have surpassed those of the iPhone 15 in 2023, leading to better-than-expected performance in Apple's third-quarter financial report...
Tuesday 5 November 2024
Lessons from Vietnam: how Apple could strengthen its supply chain amidst struggling expansion in India
Amid the ongoing US-China conflict, the industry is focusing on Apple's efforts to shift its supply chain away from China to other regions. However, one of Apple's primary alternative...
Monday 4 November 2024
Intel CEO slams federal delays in CHIPS Act funding, calls out media on 'irresponsible' takeover rumors
Following Intel's disappointing financial results, CEO Pat Gelsinger addressed Bloomberg and Yahoo Finance, openly criticizing the Biden administration for delays...
Monday 4 November 2024
Smart mobility raises parking infrastructure concerns
Countries are making significant investments in smart city applications. According to one survey, consumers spend 70% of their time on transportation, making smart traffic management...
Monday 4 November 2024
Nvidia steps in to restructure Supermicro orders, reshaping AI supply chain
Leading AI server manufacturer Supermicro, previously delisted in 2018 for non-compliance in financial reporting, has once again found itself in turmoil. Reportedly, if it does not...
Monday 4 November 2024
Generative AI faces bottlenecks from limited data, rising resource demands, and copper shortages
Generative AI requires ample resources, yet challenges such as limited high-quality data, rising freshwater and electricity consumption in data centers, and a widening copper supply...
Monday 4 November 2024
iPhone 16 shows resilience as market cautiously observes Apple Intelligence's impact
Apple's latest financial report not only exceeded overall analyst expectations but also showcased robust sales performance for the iPhone 16, which has garnered significant attention...
Monday 4 November 2024
iPhone 16 has a steady start in China but Huawei narrows the gap ever closer
The focal point of discussion in China's smartphone market currently centers on Apple's iPhone 16 sales and the rapidly shifting rivalry between Apple and Huawei. IDC's latest data...
Monday 4 November 2024
US sanctions on Indian entities may challenge Nvidia's market expansion plans
Recent US sanctions targeting individuals and entities, including some based in India, following rumors of advanced server exports to Russia, could disrupt Nvidia's plans to cultivate...
Monday 4 November 2024
Samsung faces unprecedented crisis as core businesses stagnate, talent exits
October 27 marked the second anniversary of Jae-yong Lee's tenure as Samsung Electronics' (Samsung) executive chairman. However, both Lee and Samsung are facing unprecedented chall...