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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Thursday 3 October 2024
Shorter iPhone 16 delivery times spark mixed reactions: Weaker market demand or better supply chain management?
The shortened delivery times for the iPhone 16 series have sparked mixed reactions. Some view it as a sign of weaker demand, while others attribute it to improved supply chain management...
Thursday 3 October 2024
US bets on AI to develop sustainable materials, strengthen semiconductor leadership
The US Department of Commerce has announced a new initiative to maintain the country's semiconductor industry leadership by leveraging artificial intelligence (AI) to develop sustainable...
Thursday 3 October 2024
Mobile GenAI market faces growth hurdles despite 2% smartphone shipment boost in 2024
Global mobile phone shipments are expected to grow by approximately 2% in 2024, driven by the integration of generative AI technologies. However, industry experts caution that significant...
Wednesday 2 October 2024
AWS, Microsoft, Google Cloud expand data center operations as Europe ramps up efforts to boost capacity
As European countries strive to catch up with other nations in data center capacity, major cloud providers AWS, Microsoft Azure, and Google Cloud are rapidly expanding their data...
Wednesday 2 October 2024
Europe faces data center capacity shortage in sovereign AI race
As governments strive to develop sovereign AI capabilities to reduce reliance on foreign technology, Europe confronts a critical challenge: its data center capacities are inadequate...
Wednesday 2 October 2024
Patent war between Huawei, MediaTek to commence after China's Golden Week
The patent infringement trial between Huawei and MediaTek is set to officially commence after China's Golden Week, no earlier than October 25, 2024. The patent at the center of the...
Wednesday 2 October 2024
Wanzhou Meng returns to Huawei's core leadership, spotlight on Mate 70 launch in her new role
Huawei CFO Wanzhou Meng has resumed her position as rotating chairperson under the company's leadership system, beginning her six-month term on October 1, 2024, which will run until...
Wednesday 2 October 2024
Inventec eyes potential new opportunities following AMD's acquisition of ZT Systems
Inventec Chairman Li-Cheng Yeh has expressed optimism about AMD's acquisition of ZT, viewing it as an opportunity for Inventec to potentially engage directly with customers in the...
Wednesday 2 October 2024
Quanta expands AI solutions beyond healthcare with QOCA platform
Quanta Computer, after years of pioneering AI-powered smart healthcare solutions, is now exploring wider applications across various industries. Robe Yang, senior director at Quanta's...
Wednesday 2 October 2024
Competition for 3nm flagship smartphone SoC imminent; MediaTek gains price advantage in Chinese market
MediaTek's flagship platform, Dimensity 9400, and Qualcomm's Snapdragon 8 Gen4 are set to officially launch in October. With both products making the official transition to the 3nm...
Wednesday 2 October 2024
China to accelerate AI datacenter construction in 3 years
China has officially disclosed its current national computational capacity and progress for the first time. According to Zhiguo Zhao, director general of the Administration for Information...
Wednesday 2 October 2024
Foxconn to kick off shipments for new-gen AI servers in 4Q24
Hon Hai Technology Group (Foxconn) reaffirmed on October 1 that its next-generation AI servers will begin shipping in the fourth quarter of 2024, with production models on display...
Tuesday 1 October 2024
Taiwan's robotics approach: Prioritizing modular, intelligent, and collaborative solutions for niche markets over humanoids
At the 2024 World Robot Conference held in late August in Beijing, Chinese companies showcased numerous humanoid robots, reflecting their enthusiasm for futuristic robotics. In contrast,...
Tuesday 1 October 2024
Memory contract price rally to slow in 4Q24
Memory contract prices are expected to continue their rally in the fourth quarter of 2024, albeit at a slower pace, according to market sources.
Tuesday 1 October 2024
Samsung's Vietnam dominance challenged by Chinese rivals
Vietnam, as Samsung Electronics' largest smartphone production base, has seen the company invest over KRW30 trillion (US$22.37 billion) locally over the past 17 years, earning the...