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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Thursday 25 July 2024
Weakening Japanese yen increases pressure on Taiwan ABF substrate suppliers
The Japanese yen's depreciation will provide Japan-based ABF substrate companies with an additional advantage over their Taiwanese counterparts, in addition to technology leadership,...
Thursday 25 July 2024
CSPs stay keen on deploying AI data centers
The strong growth momentum in cloud service providers' (CSPs) AI server investments is set to continue since the risk of under-investment still far outweighs over-investment, said...
Wednesday 24 July 2024
Inspur refutes Nvidia B20 collaboration reports amid H20 export restriction warnings by analysts
Inspur, a Chinese server manufacturer, recently denied a Reuters report, stating it has no collaboration with Nvidia on designing a B20 AI chip based on the Blackwell architecture...
Wednesday 24 July 2024
Samsung unveils the ultra-thin Galaxy Z Fold6 Slim to compete with Chinese rivals
Samsung Electronics, fresh off its July 2024 launch of new foldable phones, is gearing up to introduce a sleeker, more lightweight model: the Galaxy...
Wednesday 24 July 2024
Taiwan Digital Affairs Minister outlines comprehensive AI strategy at AWS Summit
Promoting the development of the artificial intelligence (AI) industry is one of Taiwan's key priorities, according to Yennun Huang, Minister of Digital Affairs. Relevant measures...
Wednesday 24 July 2024
Outlook for Taiwan export orders optimistic
The prime season for the stocking of new products is rapidly approaching, and the outlook for Taiwan's export orders is optimistic, market sources believe.
Wednesday 24 July 2024
India reduces import taxes for smartphones, benefiting Apple
In the latest budget, India reduced import taxes for smartphones and components, as well as 25 critical metals to develop local manufacturing ecosystems. India also increased import...
Tuesday 23 July 2024
NAND memory bit shipment growth in 2H24 to be boosted by iPhone 16 demand
NAND Flash memory suppliers are gearing up for robust demand driven by AI smartphones in the third quarter. Some sources suggest that production lines may already be experiencing...
Tuesday 23 July 2024
Apple's rumored foldable iPhone yields mixed news for Samsung
Recent rumors suggest that Apple is conducting research and development for its first "foldable iPhone," with a potential release targeted for 2026. Industry sources believe that...
Tuesday 23 July 2024
Tencent Cloud develops OS for Chinese server CPUs
China's tech industry is witnessing a significant rise in locally developed Linux-based servers, driven by growing security concerns and potential supply disruptions of x86 and Arm-based...
Tuesday 23 July 2024
Mobile SoC suppliers expect limited growth in smartphone market in 2024
The buzz around AI smartphones is palpable, but their widespread adoption and impact on upgrade demand are expected to become more significant in approximately two years.
Tuesday 23 July 2024
Indkal targets US$35 million in sales for Acer-branded smartphones
India-based EMS/ODM startup Indkal Technologies has signed a deal to design, manufacture, and sell smartphones under the Acer brand. Indkal plans to use an omnichannel strategy for...
Tuesday 23 July 2024
iPhone production surge signals growing role in global supply chain, citing India 2024 economic survey
A day before India unveils its Union Budget for the current fiscal year, the country is seeing increasing value addition in the global supply chain, exemplified by the rising iPhone...
Tuesday 23 July 2024
Huawei, MediaTek likely to settle patent dispute out of court
Huawei's patent infringement lawsuit against MediaTek is likely a move to gain bargaining chips in licensing fee negotiations between the two sides, according to industry sources.
Tuesday 23 July 2024
Taiwan's tech industry braces for continued US-China tensions amid looming US election
Taiwan's ICT supply chain believes that regardless of the outcome of the upcoming US presidential election, trade tensions between the US and China will not improve.