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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 1 August 2024
AI centers to exhaust power grids as tech giants seek green alternatives
The meteoric rise of generative AI is reshaping the tech landscape, but it's also straining power grids and raising environmental concerns. As data centers proliferate to meet the...
Thursday 1 August 2024
Taiwan III-V IC suppliers see flat client shipment pull-ins
Despite the imminent release of new models, such as the iPhone, Taiwan-based III-V compound semiconductor companies continue to identify flat client shipment pull-ins.
Thursday 1 August 2024
Qualcomm takes on MediaTek with budget 5G chip in India, targets growing PC and EV markets
Qualcomm has introduced an affordable smartphone SoC tailored for India, the world's second-largest smartphone market. This move comes as more Indian consumers opt for premium phones,...
Thursday 1 August 2024
Qualcomm reports strong Q3 results but expects flat handset market growth in 2024
Despite achieving results at the top end of its guidance, Qualcomm anticipates stable performance in the smartphone and automotive markets, even as it expands its market share in...
Thursday 1 August 2024
Supply chain insurance needed to weather geopolitical storms, but who pays the premium?
The US presidential election has injected fresh uncertainty into global supply chains. Taiwan broadband communication equipment maker Sercomm's chairman James Wang warns that companies...
Thursday 1 August 2024
MediaTek enjoys robust 4G SoC sales in emerging markets
MediaTek's 4G smartphone SoC sales in emerging markets will continue to be the primary driver of its overall mobile phone chip shipments in the third quarter of 2024, while 5G SoC...
Thursday 1 August 2024
AI servers to transform cooling supply chain, says AVC chairman
The server industry supply chain is undergoing a rapid transformation, with the most noticeable changes being in the shift toward liquid cooling from air cooling technology, driven...
Wednesday 31 July 2024
Apple reportedly opposes Tata-Vivo partnership as Vivo celebrates 10th anniversary in India
Rumors circulated that the Tata Group was in advanced talks to acquire 51% of Vivo's assets in India, amid rising pressure from the Indian government against Chinese investors. However,...
Wednesday 31 July 2024
Samsung's slimmest foldable phone faces tough competition from China
Samsung Electronics is preparing to launch its slimmest high-end foldable smartphone yet, the Galaxy Z Fold6 Slim. According to recent reports, this new model will boast a thickness...
Wednesday 31 July 2024
How Taiwan can qualify as the "Island of AI"
At an event hosted by the Macronix Education Foundation on July 27, Cheng-wen Wu, Minister of the National Science and Technology Council, outlined three key indicators that could...
Wednesday 31 July 2024
AMD MI300 quarterly revenue surpasses US$1 billion, revises upward data center GPU revenue for 2024
AMD announced that its MI300 revenue reached US$1 billion in a single quarter.
Wednesday 31 July 2024
China's mobile phone market sees long-awaited recovery
Under the continuous efforts of companies like Huawei, Xiaomi, Vivo, Honor, and Oppo, China's mobile phone market is finally experiencing a long-awaited revival.
Tuesday 30 July 2024
Onsemi expects signs of recovery in 2H24, eyes growing SiC usage in AI data centers
Onsemi reported a decline in performance for the past quarter, attributing the downturn to short-term economic headwinds. Despite these challenges, the company remains confident in...
Tuesday 30 July 2024
Coming MediaTek, Qualcomm earnings: AI smartphone demand forecasts to watch
Mobile SoC specialists MediaTek and Qualcomm will hold their quarterly earnings conference calls on July 31 to address the business outlook and end-market demand prospects, with a...
Tuesday 30 July 2024
Singapore becomes biggest buyer of Taiwan's technologies, says MOEA
Taiwan's Ministry of Economic Affairs (MOEA) released a report on July 29 revealing intriguing insights into Taiwan's R&D investment and technology export trends. The report highlighted...