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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 31 October 2024
Super Micro auditor Ernst & Young resigns, citing 'integrity' concerns
Ernst & Young LLP resigned as the auditor to troubled server maker Super Micro Computer Inc., citing concerns about the company's governance and transparency. The shares plummeted...
Thursday 31 October 2024
Taiwan-based Chenbro Micon sets up first plant in SEA
Server chassis manufacturer Chenbro Micom has initiated its manufacturing base diversification with a land-signing ceremony for its new factory in Malaysia on October 30.
Thursday 31 October 2024
Meta earnings recap: 3Q24 revenue hits record US$40.6bn amid concern over slower user growth
Meta Platforms Inc. announced its third-quarter 2024 earnings on October 30, surpassing expectations due to robust ad revenue and AI advancements. As the largest social media company,...
Thursday 31 October 2024
Advanced Power Electronics sees 3Q24 revenue boost by AI server demand amidst looming pricing pressures
Advanced Power Electronics (APEC) reported a sequential uptick in the third quarter 2024 revenue, driven by demand for upgraded power supplies and cooling fans in AI servers. While...
Thursday 31 October 2024
Liteon sees strong 4Q24 as next-gen AI server shipments begin
Liteon Technology will continue to focus on AI servers, green energy, and high-performance infrastructure, with the company planning shipments of 33kW power shelves for next-generation...
Thursday 31 October 2024
Xiaomi targets Huawei and Apple with US$6.7 billion R&D push by 2025
Xiaomi, entering its fifth year in the high-end smartphone market, has once again rolled out its annual flagship phone, the Xiaomi 15, setting itself as a contender against Apple...
Thursday 31 October 2024
Alphabet's AI investments accelerate GCP growth in 3Q24
Alphabet released its financial results for the third quarter of 2024 on October 29, showing accelerated growth in Google Cloud, indicating that the company's long-term investment...
Thursday 31 October 2024
Potential sluggish iPhone 16 sales could restrict Apple's AI development
Apple is following in the footsteps of other tech companies, cautiously leveraging AI to boost iPhone sales. However, analysts believe that the declining upgrade rate for wireless...
Wednesday 30 October 2024
Samsung Galaxy 25 to adopt M13 material combination for OLED
Samsung Electronics is expected to launch its flagship Galaxy S25 series in early 2025. Reports indicate that Samsung Display (SDC) will supply OLED panels using a material combination...
Wednesday 30 October 2024
Infineon unveils ultra-thin 20-micrometer power semiconductor wafer
Infineon Technologies has disclosed its latest milestone in semiconductor manufacturing technology, following the announcement of the world's first 300-millimeter GaN power wafer...
Wednesday 30 October 2024
Cloud AI taking off in SEA; multilingualism and digital divide to drive innovation
Cloud AI development is surging in Southeast Asia (SEA), with major cloud service providers rapidly expanding their infrastructure investments in the region. The area's multilingual...
Wednesday 30 October 2024
Server ODMs focus on leak-proof liquid cooling solutions, says DIGITIMES Research
DIGITIMES Research believes that liquid cooling technology is transforming the server cooling supply chain ecosystem. Various industry players are actively positioning themselves...
Wednesday 30 October 2024
iPhone 17 reportedly being developed in India as made-in-India export value surges
Apple is reportedly starting the design and development of the iPhone 17 in India, a significant milestone for the made-in-India iPhones. This shift coincides with rumors of a surge...
Wednesday 30 October 2024
Taiwan's official reassures green energy supply can support AI development
Taiwan can generate enough green energy to fuel AI sector growth, says Economic Affairs Minister J.W. Kuo, addressing Nvidia CEO Jensen Huang's projection of 10 billion kWh in annual...
Tuesday 29 October 2024
Taiwan should establish digital sovereignty, benchmark foundational model
In today's digital economy, the development of national-level computing power has become an important measure of global competitiveness. Computing power, as a pillar of digital infrastructure,...