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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Thursday 5 September 2024
No longer just a chip supplier, Nvidia expands one-stop service into AI factory
In the current AI development trend, Nvidia is already dominating the leading position in the AI chip market and actively expanding its influence to data centers and related areas...
Thursday 5 September 2024
TXOne revenue surges 50-fold in 5 years amid semiconductor, auto industry boom
As semiconductor manufacturers expand production globally, industrial control system (ICS) cybersecurity firms are reaping the benefits.
Thursday 5 September 2024
Chinese server giant Inspur scores record revenue in 1H24 amid AI boom, but gross margin dips to new low
Riding the wave of the booming artificial intelligence (AI) industry, China's leading server maker, Inspur Electronics Information Industry, reported a record-high revenue of over...
Thursday 5 September 2024
Taiwan's RF and baseband 6G chips entering tapeout by 2025
Since carriers adopted 5G, the technology has not stopped evolving. For example, the 5G Advanced Network Solutions and the research and development of radio frequency (RF) and baseband...
Thursday 5 September 2024
Zettabyte partners with Wistron to launch Taiwan's first hyperscale AI data center
Zettabyte, an AI data center technology provider, and Wistron have announced a strategic partnership to develop Taiwan's first hyperscale AI data center.
Thursday 5 September 2024
Low margins in HPE's AI server business spark concerns
Despite reporting a surging revenue in AI servers, Hewlett Packard Enterprise (HPE) recorded dropping gross profit and gross margin, indicating lower margins from the growing AI server...
Thursday 5 September 2024
GaN emerges as key player in data center PSU market, driving competition among IDM brands
Artificial Intelligence (AI) is boosting rapid advancements in data center construction but with increasingly massive power demands. Research institutions predict that energy consumption...
Thursday 5 September 2024
What is at stake in Nvidia antitrust probe?
The US Department of Justice's antitrust probe against Nvidia came as no surprise. The chip vendor has made enormous profits since early 2023 with its stock price skyrocketing, thanks...
Wednesday 4 September 2024
AI chip development still faces interconnect and other tech constraints, says MediaTek CEO
During a recent public discussion with Imec CEO Luc Van den Hove, MediaTek CEO Rick Tsai highlighted that there are still technical barriers to AI chip development, such as chip interconnect...
Wednesday 4 September 2024
Taiwanese manufacturers gain ground with Nvidia's move to liquid cooling
Nvidia's announcement that its Blackwell series will enter mass production in the fourth quarter signals a shift toward a new era in server cooling, transitioning from traditional...
Wednesday 4 September 2024
Samsung's foldable devices under pressure amid rising sales competition
Despite Samsung Electronics' high expectations for the sales performance of its newly launched foldable smartphones, the Galaxy Z Fold 6 and Flip 6, intense competition from rivals...
Wednesday 4 September 2024
Cable maker VSO upbeat about AI server demand beginning in 2025
VSO Electronics, a specialist in the development, production, and distribution of connection cables, is targeting six major industries for future developments, and has begun developing...
Wednesday 4 September 2024
Dell's five-quarter-long order visibility for AI boosts confidence in server supply chain
Following Nvidia, Dell has also delivered an impressive financial report thanks to artificial intelligence (AI). Dell is highly optimistic about the upcoming demand for AI and revealed...
Wednesday 4 September 2024
US DOJ reportedly intensifies Nvidia antitrust probe with subpoena
Bloomberg, citing unnamed sources, reported that the US Justice Department (DOJ) has intensified its investigation into Nvidia by issuing subpoenas to the company and others...
Tuesday 3 September 2024
AI server boom to fuel PCB industry optimism in 2025
The second-quarter financial reports of tech giants have been gradually released, with Nvidia delivering results that exceeded expectations, maintaining year-over-year growth, quarter-over-quarter...