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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 18 October 2024
Largan sees handset customers cut back orders, cautious about 4Q24 prospects
Largan Precision, a leading smartphone lens manufacturer reportedly in the Apple iPhone supply chain, has expressed caution about market prospects for the fourth quarter of 2024,...
Friday 18 October 2024
QCT and Pegatron to capitalize on AI server growth
As Nvidia's GB200 chip enters mass production, Taiwanese AI server supply chain firms are preparing for an anticipated surge in demand from major cloud service providers. Mike Yang,...
Friday 18 October 2024
AI demand is substantial and intense, says TSMC CEO
Chip demand for AI is substantial and intense, according to TSMC chairman and CEO C. C. Wei. TSMC's revenue from AI server chips is forecast to increase by over threefold in 2024...
Friday 18 October 2024
Foxconn expands into AI with ambitions of forming full supply chain
With the surging demand for computing power driven by artificial intelligence (AI) applications, the AI market continues its rapid expansion.
Friday 18 October 2024
Lenovo CEO bullish on AI PC and infrastructure market growth
AI development has only recently begun, yet two significant business opportunities already lie ahead: AI PCs and AI infrastructure, said Lenovo Group chairman and CEO Yuan-qing Yan...
Friday 18 October 2024
Mixed smartphone outlook for Apple and competitors
The outlook for Apple's iPhone and competitors' smartphones may be mixed, but Largan Precision, a leading phone camera lens supplier, remains conservative about the overall market.
Friday 18 October 2024
Lenovo showcases new Neptune water cooling solution for data centers
Lenovo introduced its latest Neptune water cooling technology for data center applications, featuring an open-loop design, at its annual Tech World event in Seattle, Washington.
Thursday 17 October 2024
Taiwan unveils world's smallest quantum computer
Academics in Taiwan have unveiled the world's smallest quantum computer, capable of performing integer factorization using only a single photon. These significant strides in quantum...
Thursday 17 October 2024
Apple AI services to expand next year; potentially squeezing Samsung Galaxy S25's market space
In 2024, despite sluggish global sales of Apple's iPhone 16 series, bank analysts are optimistic about a potential reversal through updates to the company's AI service, "Apple Intelligence."...
Thursday 17 October 2024
Ingrasys unveils next-gen AI computing solutions at OCP Global Summit 2024
At the Open Compute Project (OCP) Global Summit 2024, held from October 15-17 in San Jose, California, Ingrasys Technology, a wholly owned subsidiary of Foxconn Technology Group and...
Thursday 17 October 2024
Lite-On expects strong AI-related sales growth in 2025
Lite-On Technology, a supplier for Nvidia's Blackwell GB200 chip, projects substantial sales growth in AI-related businesses for 2025.
Thursday 17 October 2024
BOE upgrades flexible OLED screens to dominate flagship smartphone market
Following the successful launch of its 2K+ LTPO all-in-one screen in 2023, BOE, China's leading display manufacturer, is taking things up a notch for 2024. The company has upgraded...
Thursday 17 October 2024
Liquid cooling market surge: Perstorp teams up with Intel, Foxconn to tap AI server demand
The rise of AI applications has spurred demand for AI servers. However, the increasing computational power has also led to a growth in cooling requirements, presenting a challenge...
Thursday 17 October 2024
Rivals turn allies: Intel, AMD unite to counter Arm
Intel and AMD's surprise alliance has stirred industry discussions, given their history of rivalry.
Thursday 17 October 2024
Lite-On preparing for next-gen AI chip platform in advance
As Nvidia Blackwell GB200 chips near the mass production and shipment stage, supply chain players are already making initial preparations for the next-generation Rubin AI platform...