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Global supply chain: Mobile, telecom, computing
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Monday 2 September 2024
Supermicro's expansion sparks new competitive challenges
Supermicro's troubles are escalating as the company faces scrutiny from short-sellers, delays its annual report, and experiences a sharp decline in market value. The larger question...
Monday 2 September 2024
Apple faces market challenges in Taiwan and China as new product launch nears
Apple's iPhone continues to experience low shipment volumes in China. According to data compiled by CAICT, although mobile shipments in China declined in July 2024, the market share...
Monday 2 September 2024
Intel Gaudi 3 welcomes first major cloud customer with adoption from IBM Cloud
Starting in early 2025, IBM Cloud will allow customers to use Intel's latest Gaudi 3 AI accelerators. This marks the first publically known, major cloud industry customer for Gaudi...
Monday 2 September 2024
Weekly news roundup: Kaynes secures India's paying OSAT customer; former TSMC executive set to depart Samsung
These are the most-read DIGITIMES Asia stories in the week of August 26 – August 30.
Monday 2 September 2024
Future of GenAI is clouded; Industry structure requires change, says VCs
Whether the benefits of Generative AI (GenAI) can be expanded from infrastructure to platforms and break the current situation, where the market is dominated by a few companies like...
Monday 2 September 2024
Despite high demand for AI servers, Taiwan's export growth lags behind other Asian Tigers
The soaring costs of AI servers have propelled Taiwan to a 42.4% surge in exports of information, communication, and audiovisual products in July.
Monday 2 September 2024
Huawei's Kirin chipsets back on track despite uncertain mobile stock?
It has been nearly a year since Huawei HiSilicon's Kirin chipset made its comeback. Observing Huawei's mobile performance this year, signs suggest that the company's supply issues...
Friday 30 August 2024
VMware expands key partnerships post-Broadcom acquisition amid shift to subscription model
Following its acquisition by Broadcom, cloud software giant VMware has faced questions regarding its future direction, particularly regarding changes to its pricing structure.
Friday 30 August 2024
Timely Blackwell shipments ease HBM supplier concerns
After Nvidia confirmed the on-schedule shipment of its latest Blackwell GPUs, high-bandwidth memory (HBM) providers, including SK Hynix and Samsung Electronics, expressed relief as...
Friday 30 August 2024
High-end Ethernet chip demand for AI data centers picking up
Hyperscale data center operators are adopting large volumes of high-end Ethernet chips to ensure all high-end GPUs in data centers can be connected to form a massive supercomputer,...
Friday 30 August 2024
Xiaomi reports strong 2Q24 results, aims to meet EV delivery target by year-end
Xiaomi released its financial report on August 21, which announced a revenue of CNY$88.9 billion (US$12 billion) with an annual increase of 32%. This quarterly statement has been...
Thursday 29 August 2024
AI surge ignites MLCC demand: passive component industry poised for growth
As AI technology continues to permeate various industries, the demand for AI servers is seeing steady growth. With Nvidia's Blackwell GB200 set to begin mass production, a surge in...
Thursday 29 August 2024
Super Micro Computer delays filing annual report amid accounting manipulation allegations
Super Micro Computer, a major server manufacturer, announced a delay in filing its annual 10-K report for the fiscal year ending June 30, 2024, amid allegations of accounting manip...
Thursday 29 August 2024
AI development requires sustainable business models, says Acer chairman
Jason Chen, chairman of Acer, has emphasized the critical need for new business models to sustain the continued growth of the AI industry. Despite the surging demand for AI-driven...