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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 28 August 2024
US CSPs expected to further raise capex in 2025
Major US-based cloud service providers (CSPs) have estimated their 2024 capex will increase by at least 35% year-over-year, with research firms expecting the amounts to rise further...
Tuesday 27 August 2024
AMD's ZT Systems acquisition stirs industry concerns
AMD's acquisition of ZT Systems has sent ripples across the tech industry, drawing attention particularly from Nvidia.
Tuesday 27 August 2024
Handset panel demand weakening in 2H24
Demand for LTPS LCD and AMOLED handset panels is expected to decelerate in the second half of 2024 with prices weakening, as handset customers start adjusting inventory, according...
Tuesday 27 August 2024
Honor gets strategic investment from China Mobile
Chinese smartphone manufacturer Honor has received an investment from China Mobile Communication Co., the parent company of the country's largest mobile operator. While the exact...
Tuesday 27 August 2024
IBM closes R&D department in China amid shift in business strategy and widespread tech layoffs
Following the recent revelation that IBM had closed the intranet access for employees in its Chinese research and development and testing departments, on the morning of August 26,...
Tuesday 27 August 2024
Taiwan unveils 2025 strategy to advance tech R&D and talent development
Taiwan's prominence in the global tech industry continues to grow, as evidenced by former Google CEO Eric Schmidt's recent praise at Stanford University. Schmidt highlighted Taiwan's...
Monday 26 August 2024
ZT Systems' manufacturing up for grabs after AMD's acquisition
AMD has made a bold play in the AI computing market, announcing a US$4.9 billion acquisition of ZT Systems, a key player in hyperscale computing.
Monday 26 August 2024
SEA cloud free-for-all intensifies as AWS expands new Malaysia Region
Amazon's subsidiary, AWS, announced that its Region in Malaysia is now open, and it will be investing over US$6.2 billion in the country through 2038. Recently, Microsoft has also...
Monday 26 August 2024
AI accelerates green manufacturing shift amid ESG pressure
Smart manufacturing is reducing the industry's reliance on human labor and opening the door to green manufacturing amid the global push for environmental, social, and governance (ESG)...
Monday 26 August 2024
Humanoid robot viability assessed by supply chain players
Tesla CEO Elon Musk has announced plans to begin limited production of humanoid robots by 2025. Meanwhile, Chinese company Unitree Robotics has already listed its humanoid robots...
Monday 26 August 2024
Foxconn denies low yields of made-in-India iPhones
Foxconn's Tucheng headquarters hosted a traditional Ghost Festival ceremony on August 23. Following the event, chairman Young Liu addressed recent speculation, assuring investors...
Friday 23 August 2024
Lite-On advances liquid-cooling solution shipments and AI server power supplies amid GB200 delays
Amid concerns in the AI server supply chain regarding Nvidia's delayed GB200 shipments, Lite-On Technology reports that its clients are continuing product testing, and shipments can...
Friday 23 August 2024
Samsung releases new foldable smartphone to defend its place in the Japanese market
In an effort to strengthen its position in the Japanese smartphone market, Samsung Electronics (Samsung) has released two new foldable phone models earlier than planned: the Galaxy...
Friday 23 August 2024
Epson cements leadership in robotic arm market with three strategic initiatives
Japan's Epson Group, a global leader in 4-axis and 6-axis robotic arms, has launched three strategic initiatives to strengthen its position in the automation industry: diversifying...
Friday 23 August 2024
Network solutions to drive growth for IT equipment maker Hauman in 2024
Taiwanese IT and semiconductor equipment maker Hauman Technologies expects record revenue from its IT network division in 2024, driven by increasing demand for digital transformation...