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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
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...
Tuesday 3 September 2024
Google reportedly considering mega data center in Vietnam
The Alphabet-owned company, Google, is reportedly exploring plans to build a large data center in Vietnam.
Tuesday 3 September 2024
Pixel 9 Pro mass production meets headwind, cause of issue unclear
Google unveiled four new Pixel models, two of which have been released in Taiwan. The new foldable phone is set to launch on September 4, while the Pixel 9 Pro is scheduled for release...
Monday 2 September 2024
Huawei sets up Apple showdown with event hours after new iPhone
Huawei Technologies Co. is preparing to launch new products at an event mere hours after Apple Inc.'s debut for the iPhone 16, setting the stage for the two tech giants' next clash...
Monday 2 September 2024
Jensen Huang's three assurances temporarily calm cooling factories
Nvidia's founder and CEO, Jensen Huang, revealed that the Blackwell chip will be mass-produced and delivered to clients in the last quarter of 2024. He also states that demands for...