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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 29 August 2024
Cloud capex expected to remain strong despite Nvidia's slowing data center growth
Despite delivering a strong performance that exceeded estimates, Nvidia's guidance fell short of the lofty expectations held by those anticipating an unabated AI boom. Analysts believe...
Thursday 29 August 2024
Nvidia confirms Blackwell mask change for improved yields, mass production expected by end of 2024
Amid speculation about potential shipment delays for Blackwell, Nvidia has confirmed making minor adjustments to the GPU mask and now anticipates shipments to begin in the fourth...
Wednesday 28 August 2024
Nvidia's upcoming results expected to surpass expectation
Nvidia will release its fiscal second-quarter financial results on August 28. The market has high expectations for the company, anticipating revenue and gross margin figures to exceed...
Wednesday 28 August 2024
Foxconn quells rumors, confirms on-schedule production for major client
To dispel rumors regarding the progress of new product shipments for a major client Foxconn Chairman Young Liu has assured that production lines across the company's facilities are...
Wednesday 28 August 2024
Apple's 2H24 production ramp-up gradually resumes as touchscreen supply chain stabilizes
Affected by market destocking adjustments, Apple's operations continue to show lackluster performance as the peak season for 2024 is delayed. Recently, the supply chain has reported...
Wednesday 28 August 2024
Inventec agrees to sell ZT Systems to AMD, to become AMD's shareholder
Following AMD's acquisition of ZT Systems and a plan to sell the latter's manufacturing business, on August 27, Inventec, which holds 10% of ZT System's shares, announced its agreement...
Wednesday 28 August 2024
Apple unlikely to move capacity back to China, say sources
Rumor has it that Apple is seeking to partially reverse its production relocation, returning to China some of the manufacturing capacity it has had its suppliers move out of the country...
Wednesday 28 August 2024
US CSPs expected to further raise capex in 2025
Major US-based cloud service providers (CSPs) have estimated their 2024 capex will increase by at least 35% year-over-year, with research firms expecting the amounts to rise further...
Tuesday 27 August 2024
AMD's ZT Systems acquisition stirs industry concerns
AMD's acquisition of ZT Systems has sent ripples across the tech industry, drawing attention particularly from Nvidia.
Tuesday 27 August 2024
Handset panel demand weakening in 2H24
Demand for LTPS LCD and AMOLED handset panels is expected to decelerate in the second half of 2024 with prices weakening, as handset customers start adjusting inventory, according...
Tuesday 27 August 2024
Honor gets strategic investment from China Mobile
Chinese smartphone manufacturer Honor has received an investment from China Mobile Communication Co., the parent company of the country's largest mobile operator. While the exact...
Tuesday 27 August 2024
IBM closes R&D department in China amid shift in business strategy and widespread tech layoffs
Following the recent revelation that IBM had closed the intranet access for employees in its Chinese research and development and testing departments, on the morning of August 26,...
Tuesday 27 August 2024
Taiwan unveils 2025 strategy to advance tech R&D and talent development
Taiwan's prominence in the global tech industry continues to grow, as evidenced by former Google CEO Eric Schmidt's recent praise at Stanford University. Schmidt highlighted Taiwan's...
Monday 26 August 2024
ZT Systems' manufacturing up for grabs after AMD's acquisition
AMD has made a bold play in the AI computing market, announcing a US$4.9 billion acquisition of ZT Systems, a key player in hyperscale computing.
Monday 26 August 2024
SEA cloud free-for-all intensifies as AWS expands new Malaysia Region
Amazon's subsidiary, AWS, announced that its Region in Malaysia is now open, and it will be investing over US$6.2 billion in the country through 2038. Recently, Microsoft has also...