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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Tuesday 15 October 2024
Chinese smartphone makers gear up for October launches with new flagship Android SoCs
Following MediaTek's launch of the Dimensity 9400 platform, Vivo and Oppo are set to roll out their X200 and Find X8 models, respectively, this week. In response to Qualcomm's upcoming...
Tuesday 15 October 2024
Apple reins in Chinese suppliers amid quality issues, turning back to Taiwanese manufacturers for reliability
In recent years, the rise of the Chinese supply chain has been putting pressure on Taiwan-based manufacturers due to factors such as cost, customer supply chain strategies, and indigenous...
Tuesday 15 October 2024
EU taps Taiwan for 6G development as competition with China Grows
Thanks to the strategic efforts of telecom giants like Huawei, China has made rapid advances in 5G, building an expansive patent portfolio across network infrastructure. As the industry...
Tuesday 15 October 2024
Taiwan fan motor driver IC firms see promising demand for AI servers
The demand for cloud AI server development persists, with Nvidia's premium HPC chips propelling the complete advanced process manufacturing supply chain. Alongside substantial orders...
Tuesday 15 October 2024
PA supply chain braces for 4Q24: Apple, Huawei's strategies to shape global market demand
As the fourth quarter of 2024 nears, major players in the power amplifier (PA) supply chain—such as GaAs wafer foundries WIN Semiconductors and AWSC, along with upstream suppliers...
Tuesday 15 October 2024
Senao Networks cautious about Wi-Fi 7, forays into AI servers
Senao Networks, a Taiwanese wireless networking provider, has expressed a cautious outlook on the immediate adoption of Wi-Fi 7 technology, despite the surrounding hype. Wen-ho Tsai,...
Tuesday 15 October 2024
Taiwan leverages academic-industry research power to drive 6G innovation
As the US, EU, China, Japan, and South Korea race toward 6G technology, Taiwan, supported by the National Science and Technology Council (NSTC), is focusing on two key 6G projects...
Tuesday 15 October 2024
Small and medium-sized panel makers outperform in 3Q24, HannStar sees 50%+ revenue growth
Large-sized panel manufacturers faced challenges in the third quarter of 2024 due to early pull-in from clients in the first half of the year. However, small and medium-sized panel...
Tuesday 15 October 2024
High-speed chip makers face hurdles as AI drives data center connectivity
The advancement of generative AI hinges on enhancing the scale and refinement of current AI models, according to recent statements from numerous AI industry leaders. These improvements...
Monday 14 October 2024
MediaTek Dimensity 9400 launch showcases impressive performance, fueling smartphone adoption and potential Samsung integration
The launch of the MediaTek Dimensity 9400 has been accompanied by benchmark results highlighting its impressive performance and power efficiency. Notably, the chip excels in gaming,...
Monday 14 October 2024
How Foxconn's 800 annual NPI projects fuel its competitive edge
In the booming AI server market, fueled by increasing demand for AI-powered applications, Foxconn has emerged as a major player.
Monday 14 October 2024
Apple set to unveil new Mac and iPad models in October
Recent news suggests that Apple will host another product launch event in October, introducing several new Mac and iPad models that are expected to officially go on sale starting...
Monday 14 October 2024
Irrational rush to build AI data centers in China raises concerns
As Chinese tech giants intensify their investments in large language models (LLMs), the demand for AI computing power has surged, leading to a frenzy of AI data center construction...
Friday 11 October 2024
Microsoft Azure leads in adopting Nvidia's GB200 AI server chips, driving cloud innovation
Microsoft announced on social media that its Azure platform is the first cloud platform to integrate Nvidia's GB200 chip servers, and the team is optimizing every layer of its technology...
Friday 11 October 2024
Middle East pager explosions raise concerns over Western V2X security
The US plans to implement a ban in January 2025 on certain software and hardware used by connected cars from China and Russia for security. This initiative has drawn considerable...