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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 2 October 2024
Quanta expands AI solutions beyond healthcare with QOCA platform
Quanta Computer, after years of pioneering AI-powered smart healthcare solutions, is now exploring wider applications across various industries. Robe Yang, senior director at Quanta's...
Wednesday 2 October 2024
Competition for 3nm flagship smartphone SoC imminent; MediaTek gains price advantage in Chinese market
MediaTek's flagship platform, Dimensity 9400, and Qualcomm's Snapdragon 8 Gen4 are set to officially launch in October. With both products making the official transition to the 3nm...
Wednesday 2 October 2024
China to accelerate AI datacenter construction in 3 years
China has officially disclosed its current national computational capacity and progress for the first time. According to Zhiguo Zhao, director general of the Administration for Information...
Wednesday 2 October 2024
Foxconn to kick off shipments for new-gen AI servers in 4Q24
Hon Hai Technology Group (Foxconn) reaffirmed on October 1 that its next-generation AI servers will begin shipping in the fourth quarter of 2024, with production models on display...
Tuesday 1 October 2024
Taiwan's robotics approach: Prioritizing modular, intelligent, and collaborative solutions for niche markets over humanoids
At the 2024 World Robot Conference held in late August in Beijing, Chinese companies showcased numerous humanoid robots, reflecting their enthusiasm for futuristic robotics. In contrast,...
Tuesday 1 October 2024
Memory contract price rally to slow in 4Q24
Memory contract prices are expected to continue their rally in the fourth quarter of 2024, albeit at a slower pace, according to market sources.
Tuesday 1 October 2024
Samsung's Vietnam dominance challenged by Chinese rivals
Vietnam, as Samsung Electronics' largest smartphone production base, has seen the company invest over KRW30 trillion (US$22.37 billion) locally over the past 17 years, earning the...
Tuesday 1 October 2024
Android smartphone SoC suppliers gearing up for AI application boom
Android smartphone manufacturers are getting ready to launch their new flagship AI-enhanced models, with competition among key SoC suppliers expected to intensify, according to industry...
Tuesday 1 October 2024
Systems manufacturers prepping for Blackwell shipments in late 4Q24
AI server shipments are projected to increase in the fourth quarter of 2024, driven by improved supply of Nvidia's H-series chips. This segment may become the sole product from Taiwan's...
Tuesday 1 October 2024
Foxconn to continue growth in 4Q24, buoyed by iPhones, AI servers
Hon Hai Technology Group (Foxconn) expects positive growth in the fourth quarter of 2024, with momentum coming primarily from Apple's iPhone 16 and strong demand for AI servers.
Tuesday 1 October 2024
Fire causes indefinite halt to iPhone production at Tata's plant, overshadowing workforce expansion plans
A fire broke out at Tata Electronics' iPhone manufacturing plant in Tamil Nadu, leading to an indefinite halt in operations just a day after the company announced plans to double...
Monday 30 September 2024
Three concerns on iPhone 16 results in conservative global sales predictions
Apple's iPhone 16 series officially launched on September 20. Driven by the boost from generative AI and notable processor upgrades, telecom operators, e-commerce platforms, and physical...
Monday 30 September 2024
Rising AI server customization fuels supply chain tech upgrades
To meet the growing demand for computing power, cloud service providers are ramping up purchases of AI servers. However, suppliers in the electronic connection industry are finding...
Friday 27 September 2024
US DOJ's reported probe into Supermicro could shift orders to benefit Taiwanese ODMs
Rumors are circulating that the US Department of Justice is conducting an investigation into Supermicro. The company has not responded, and relevant supply chains have also refrained...
Friday 27 September 2024
iPhone 15 Pro Max tops global smartphone sales in 1H24
Despite its premium price tag, Apple's top-tier iPhone 15 Pro Max reportedly emerged as the best-selling smartphone globally in the first half of 2024, continuing the strong sales...