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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 13 August 2024
AI server manufacturers' gross margins vary by business model
As major AI server makers release their latest financial reports, gross margins have become a key metric for investors. Supermicro saw a sharp decline in market value after it reported...
Tuesday 13 August 2024
Industrial memory demand picking up
The third quarter of 2024 has seen a steady increase in the demand for industrial memory, thanks to rising DRAM contract prices and end-market inventory correction coming to an end,...
Monday 12 August 2024
Taiwan says power issues prevent new large data centers in North
Taiwan has stopped approving data centers bigger than 5 megawatts north of Taoyuan, as there is insufficient power supply in the region.
Monday 12 August 2024
ODMs issue bonds to finance costly AI servers
While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...
Monday 12 August 2024
Samsung leverages Olympics for Galaxy Z Flip6, Fold6 promotion with victory selfies
Samsung Electronics is ramping up efforts to bolster its market share for foldable smartphones with the launch of the Galaxy Z Flip6 and Fold6, strategically aligning its campaign...
Monday 12 August 2024
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.
Monday 12 August 2024
Wistron ITS seeks new cloud clients in SEA, US as China auto market stalls

Wistron ITS (WITS), a Wistron Group subsidiary specializing in software and technology consulting services, is shifting its focus to serve new clients in the cloud computing...

Monday 12 August 2024
AI servers boost Inventec, Wistron July sales
Robust AI server demand boosted sales performance for ODMs including Inventec and Wistron in July 2024.
Monday 12 August 2024
Weekly news roundup: Intel telecommunications faces cost cuts; Indian opto-semiconductor maker makes acquisition
These are the most-read DIGITIMES Asia stories in the week of August 5 – August 9.
Friday 9 August 2024
Supermicro targets revenue surge to US$30 billion in 2025
Supermicro's fiscal year revenue surged 110% by the end of June 2024, hitting nearly US$15 billion.
Friday 9 August 2024
I-Chiun targets AI server market with advanced heat spreaders, expects orders to double by 2H25
Taiwan-based I-Chiun Precision Industry has entered the AI supply chain with heat spreaders and is poised to ramp up shipments of new heat dissipation solutions in the second half...
Friday 9 August 2024
India expected to see single-digit shipment growth in smartphones in festive season
As India approaches its annual festive season, which usually represents a substantial share of its smartphone sales, consultancies do not expect strong performance in 2024. While...
Friday 9 August 2024
Heat spreader manufacturer Jentech unfazed by Blackwell delay
With AI server demand remaining strong, heat spreader makers see little impact from the delayed Blackwell release.
Friday 9 August 2024
Taiwan's AI-enhanced smartphone market poised to outpace global growth with telecom partnerships
In Taiwan's market, smartphone distributors anticipate AI-enhanced smartphones will capture 20% of total smartphone shipments this year, surpassing the global average, thanks to strong...
Thursday 8 August 2024
IPC firms eye lucrative niche as military and aerospace markets expand
As geopolitical tensions brew and regional conflicts persist, global defense budgets are surging, fueling demand in the military and aerospace sectors. Taiwan's...