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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 20 August 2024
IPC industry optimistic on growth in 2H24 due to market stabilization
Due to several factors such as inventory de-stocking and investment delays caused by weak economic environments, many industrial PC (IPC) companies faced declines in the first half...
Tuesday 20 August 2024
GenAI wearables to boost sales for their multifunctionality
Generative AI (GenAI) has not only become a key element to boost the upgrades for smartphones and PCs.
Tuesday 20 August 2024
Hybrid AI to fuel device innovation, Sporton poised for testing boom
Whether AI-powered smartphones will trigger a new wave of device upgrades has garnered significant attention across various sectors. Taiwan's wireless communication testing specialist,...
Tuesday 20 August 2024
AMD's buyout of ZT Systems opens new doors for Inventec
AMD has announced its acquisition of server hardware firm ZT System (ZT), with...
Tuesday 20 August 2024
AMD acquires ZT Systems for US$4.9 billion to take on Nvidia
AMD is purchasing ZT Systems, a server hardware company. AMD has no intention of entering the server market. Instead, it's acquiring ZT Systems primarily for its skilled engineers...
Tuesday 20 August 2024
Supply chain actively developing GB200 servers despite Blackwell delay, say sources
Nvidia's revised launch schedule for its next-gen Blackwell AI chips has led to changes in the supply chain, with some server makers shifting their focus to developing GB200-based...
Tuesday 20 August 2024
Apple modem chip for iPhone unlikely in 2025
Latest rumors have it that Apple is ready to equip the iPhone with its in-house developed modem chip in 2025, but industry sources remain skeptical. Even if Apple was able to roll...
Monday 19 August 2024
AI server demand remains strong despite rumored Blackwell supply uncertainties, says Wiwynn
Amid recent rumors about uncertainties in Nvidia's Blackwell supply, Wiwynn expects growth momentum to remain intact, primarily driven by ASIC chip servers.
Monday 19 August 2024
India launches AI mission tender, reportedly limiting GPU procurement to local companies
India has initiated the bidding process for its AI Mission, requiring data centers and cloud providers to form partnerships to supply AI resources, such as GPUs, to academia, startups,...
Monday 19 August 2024
Rumored Huawei Mate 70 delay expected to benefit iPhone sales in China
Huawei's upcoming Mate 70 series flagship smartphone, which was previously rumored to be released in September, could be delayed until November or later. This potential delay could...
Monday 19 August 2024
Supply chain players navigate cautious optimism amid AI server boom
Despite progress in inventory clearance and the boost from artificial intelligence (AI) applications, supply chain players remain cautious about the peak season benefits for consumer...
Friday 16 August 2024
Component suppliers see promise in 2H24 amid launch of new models and AI demand
The second half of the year is traditionally the peak season for the launch of flagship smartphones, which is expected to boost demand for key components such as PCBs (Printed Circuit...
Friday 16 August 2024
Global smartphone shipments from Chinese brands to rise in 3Q24 and 4Q24, says DIGITIMES Research
Owning to overseas markets entering the traditional strong season and Chinese brand vendors launching new promotions for Singles' Day in November for the domestic market, their combined...
Friday 16 August 2024
India sees 7% smartphone shipment growth in 1H24
India's smartphone market experienced a 7.2% shipment growth during the first half of 2024. However, as premiumization continues, consumer demand is expected to remain constrained.
Friday 16 August 2024
Taiwan ODMs cautiously optimistic about 2H24
Taiwan-based ODMs are cautiously optimistic about consumer electronics product demand in the second half of this year, according to industry sources. While it is unlikely that notebook,...