CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 31 December 2024
2024 review: Taiwanese ODMs thrive as top 5 brands step up for AI servers
The global AI server market is expected to expand from US$142.88 billion in 2024 to US$837.83 billion by 2030, with a CAGR of 34.3%, according to MarketsandMarkets. This growth is...
Tuesday 31 December 2024
Luxshare to acquire nine Wingtech ODM subsidiaries
Wingtech, a Chinese ODM and IDM powerhouse, announced on December 30 that it has signed a letter of intent to transfer the equity and operating assets of nine ODM subsidiaries to...
Tuesday 31 December 2024
AI server growth to stay promising in 2025
AI servers are facilitating the prosperity of device assemblers and will persist in doing so until 2025, despite a decelerating consumer electronics sector.
Tuesday 31 December 2024
2024 review: China chip and auto sector reshaped by self-sufficiency efforts and US sanctions
The year 2024 saw intensifying US-China tech tensions amid sweeping US sanctions and China's economic challenges, including weak demand, declining foreign investment, and widespread...
Monday 30 December 2024
US plans more actions against China over telecommunications
A White House official said on December 27 that the US identified a ninth telecommunications company impacted by a wide-ranging Chinese espionage effort and that further steps are...
Friday 27 December 2024
Asus integrates AI applications with servers to drive digital healthcare transformation
The ongoing AI wave has created unique business opportunities for Taiwan, particularly in the AI server industry. However, merely offering servers is insufficient, and bundling them...
Friday 27 December 2024
Zettabyte partners with Foxconn to accelerate and enhance AI data center efficiency
Zettabyte has reinforced its strategic expansion by partnering with Foxconn, following its prior alliance with Wistron. This partnership is aligned with Zettabyte's financing initiatives...
Friday 27 December 2024
Chinese flexible OLED pioneer fails to attract bidders in bankruptcy auction
Royole Technologies, once a leading innovator in flexible OLED panels, has seen its assets go unsold in multiple auctions following its bankruptcy filing in a Shenzhen court in November...
Friday 27 December 2024
Taiwan annual smartphone shipments hit 5 million as Android gains ground
As 2024 draws to a close, Taiwan's annual smartphone shipments show modest but steady growth. Despite challenges such as high inflation, extended upgrade cycles, and a saturated market,...
Friday 27 December 2024
Huawei still relies on non-Chinese memory makers for high-end smartphones
Despite the fact that Huawei employs mobile processors manufactured by China's SMIC, the company continues to rely on non-Chinese memory manufacturers for its premium smartphones,...
Friday 27 December 2024
Alibaba, E-Mart to create US$4 billion e-commerce JV in Korea
Alibaba Group Holding Ltd. agreed to form a joint venture for its South Korean operations with E-Mart Inc.'s e-commerce platform to better compete in the country's fast-paced online...
Friday 27 December 2024
Apple's AI ambitions fuel expectations of iPhone upgrade supercycle
Supported by investor enthusiasm for artificial intelligence (AI) along with an estimated 300 million iPhones exceeding four years of age, there are strong indicators that Apple may...
Thursday 26 December 2024
Taiwan govt warns budget cuts imperil foreign tech R&D subsidies
The Ministry of Economic Affairs (MOEA) faces a projected budget cut of NT$29.7 billion (US$907.08 million) in 2025 following the Legislative Yuan's passage of amendments to the Act...
Thursday 26 December 2024
Supply-demand equilibrium expected in NAND market by 2H25
According to Silicon Motion Technology, a specialist in memory device controllers, the NAND flash industry is expected to reach a supply-demand balance or experience a slight shortage...
Thursday 26 December 2024
Chinese Data Center Operator Yovole Is Said to Consider US IPO
Yovole is considering an initial public offering in the US, people familiar with the matter said, years after the Chinese data center operator's failed attempt to list in mainland...