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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 18 December 2024
Google's smart glasses vision: Project Astra enters testing phase
Ahead of the holiday season, Google introduced the Gemini 2.0 model alongside its Android XR operating system and released a video highlighting advancements in Project Astra. Despite...
Tuesday 17 December 2024
Tech giants prioritize cost-performance ratio for AI investment; Nvidia's computing clusters gain traction
US cloud service providers (CSPs) are entering a new phase of AI investment, with continued growth in capital expenditures (capex), driving short-term demand for high-end AI chips...
Tuesday 17 December 2024
China targets Nvidia as cloud firms navigate AI chip restrictions
The Chinese government has ramped up actions against Nvidia, including reopening antitrust investigations and abruptly removing all products from the company's Tmall flagship store...
Tuesday 17 December 2024
Compeq to begin mass production at new Thailand plant in 1Q25
Taiwan-based tier-1 high-density interconnect (HDI) board maker Compeq Manufacturing has opened its first production base in Southeast Asia located in Thailand. The facility will...
Tuesday 17 December 2024
AI boom drives networking supply chain growth
The explosive growth in AI adoption has created opportunities beyond traditional computing sectors, with networking suppliers emerging as major beneficiaries. While Broadcom, a leader...
Tuesday 17 December 2024
Intel's chip delays disrupts Taiwan PC and server supply chain
Intel CEO Pat Gelsinger retired on December 1, 2024, leaving CFO David Zinsner and senior executive Michelle Johnston Holthaus to serve as interim co-CEOs. While the board works to...
Tuesday 17 December 2024
Japan fast-tracks next-gen supercomputer development for 2030
The Japanese government has accelerated plans to develop a next-generation supercomputer by the fiscal year 2030, succeeding the renowned Supercomputer Fugaku. This ambitious project,...
Monday 16 December 2024
Data centers' race to cool AI drives liquid tech boom
As artificial intelligence (AI) strains data center cooling limits, a seismic shift from traditional air systems to liquid cooling solutions is reshaping the US$5 billion thermal...
Monday 16 December 2024
TCL chairman: tri-fold smartphone tech is ready; market demand will determine launch
Following Huawei's recent advancements, TCL, a leading Chinese home appliance brand, has revealed its dual-folding technology, signaling potential plans for a tri-fold smartphone...
Monday 16 December 2024
South Korea's FuriosaAI takes on global AI chip race with 'RNGD'
FuriosaAI, a Seoul-based AI chip startup founded in 2017, is making waves in the AI hardware market with its innovative accelerator chips aimed at hyperscale data centers and enterprises...
Monday 16 December 2024
Google to accelerate production shift from China to Vietnam amid US trade tensions
In response to the potential tariffs announced by Donald Trump, Google is expediting its move to shift production from China to Vietnam, aligning with the "China +1" strategy adopted...
Monday 16 December 2024
Huawei's new Mate 70 faces uphill battle despite domestic chip push
Huawei is preparing to launch its Mate 70 series amid industry skepticism over its ability to compete with mainstream rivals, despite trumpeting an all-Chinese semiconductor supply...
Monday 16 December 2024
Dixon and Vivo announce JV to boost smartphone manufacturing in India
Dixon Technologies and Vivo India have announced plans to form a joint venture, with Dixon securing a 51% majority stake and Vivo India holding 49%. This collaboration will focus...
Monday 16 December 2024
Jensen Huang breaks bureaucracy at Nvidia with whiteboard and flat management strategies
The newly released book, The Nvidia Way: Jensen Huang and the Making of a Tech Giant, reveals key insights into Nvidia's corporate culture. A notable aspect is CEO Jensen...
Friday 13 December 2024
Cloud wars: Top players set to dominate AI landscape by 2025, according to Sequoia report
In a sweeping analysis of the AI sector, Sequoia Capital projects a widening competitive moat among leading cloud providers through 2025, as infrastructure buildout reaches critical...