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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 27 November 2024
Trump's threat of tariffs on Mexico may disrupt AI server supply chain
Donald Trump is set to return to the White House in January 2025, and he has already declared on social media that on his first day in office, he will sign an executive order imposing...
Wednesday 27 November 2024
AWS details diverse energy strategy, nuclear power plans
Following Amazon's recent announcement of its investment in nuclear energy in the US, industry watchers are waiting to see if such investment will expand to other regions.
Wednesday 27 November 2024
Tech waltz with China: Apple, Nvidia courted as Intel doubles down
A series of meetings between Chinese officials and US tech executives signals potential warming ties, with senior representatives from Nvidia and Apple holding discussions in Beijing...
Wednesday 27 November 2024
Speculation arises about AMD developing AI mobile chip; insiders remain doubtful
Recent market speculation suggests that AMD has developed an AI processor (APU/NPU) suitable for mobile devices. With its exclusive GPU technology, it is expected to compete in the...
Wednesday 27 November 2024
Huawei stays in smartphone market despite chip disadvantage
The US trade ban has prevented Huawei from competing with other smartphone vendors in 5G mobile chip performance, but the Chinese tech giant is still staying in the smartphone sector,...
Wednesday 27 November 2024
Huawei Mate 70 and X6 unveiled with focus on satellite communication, AI
On the afternoon of November 26, Huawei held a celebration for its Mate brand, unveiling the Mate 70 series products along with the Mate 70 RS Ultimate. Additionally, they introduced...
Tuesday 26 November 2024
Xiaomi readies own mobile chip, pressuring MediaTek and Qualcomm
Xiaomi is preparing a self-designed mobile processor for its upcoming smartphones in an effort to reduce its reliance on foreign suppliers Qualcomm and MediaTek.
Tuesday 26 November 2024
HPE unveils groundbreaking supercomputing lineup with fanless liquid cooling
Hewlett Packard Enterprise (HPE) has rolled out a new portfolio anchored by the HPE Cray Supercomputing EX system, debuting the industry's first fully fanless direct liquid cooling...
Tuesday 26 November 2024
Global smartphone shipments to see six-year CAGR of 3.6% from 2024-2029, says DIGITIMES Research
DIGITIMES Research, by synthesizing supply chain information, regional market conditions, and analyzing global political and economic trends, forecasts that global smartphone shipments...
Tuesday 26 November 2024
Huawei unveils its 'most powerful' new device ahead of expanded US ban
Huawei's product launch event took place on the afternoon of November 26, showcasing what it claims to be the "most powerful" Mate in history, along with the fourth iteration of Harmony...
Tuesday 26 November 2024
Data center boom drives Taiwan's tech ecosystem growth
The rapid expansion of Taiwan's data center market, led by the top trio of US-based cloud service providers (CSPs) and several new entrants, is creating widespread opportunities across...
Tuesday 26 November 2024
MCU firm Padauk pursues cost structure optimization
Although demand visibility in the microcontroller unit (MCU) market is currently low, MCU players like Padauk Technology believe there will be opportunities for growth in 2025, driven...
Tuesday 26 November 2024
Molicel BBUs enter AI supply chain
Taiwan-based E-One Moli Energy (Molicel) has commenced shipments of backup battery units (BBU) to a major cloud service provider (CSP), according to parent company Taiwan Cement (T...
Tuesday 26 November 2024
Nvidia GB200 supply shift fuels breakout growth for Taiwan's tier-2 server makers in 2025
Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong demand for Hopper and GB200 models has already outstripped...
Tuesday 26 November 2024
Japan combines HAPS, optical tech in space Internet gambit
Japanese space communications pioneers are charting an alternative path in the global satellite internet race, pushing beyond traditional satellite networks with a comprehensive strategy...