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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 5 July 2024
Foxconn's June revenue skyrockets to record quarterly high on AI server boom
Driven by robust market demand for AI server products, Foxconn's (Hon Hai) revenue for June reached NT$490.725 billion (US$15.91 billion).
Friday 5 July 2024
Foxconn Indian subsidiary reportedly faces executive exodus, facility closure amid declining Xiaomi orders
Foxconn's expansion of iPhone manufacturing in India is contrasting sharply with the challenges faced by its local subsidiary responsible for Android smartphone production. Bharat...
Friday 5 July 2024
Google's green goals clash with AI data center demand surge
Google's latest environmental report reveals a significant increase in carbon emissions, primarily driven by the company's efforts to integrate AI functionalities and expand data...
Friday 5 July 2024
Nvidia Blackwell B100/B200 deliveries imminent, air cooling remains dominant
According to sources in the server supply chain, Nvidia will soon begin shipping its new B100 and B200 chips. Mass production of servers equipped with these Blackwell architecture...
Friday 5 July 2024
Largan and GSEO poised to land periscope lens orders for new iPhones
Apple is set to expand the use of periscope lenses in its upcoming iPhone series, with Taiwanese lens module manufacturers Largan Precision and Genius Electronic Optical (GSEO) expected...
Friday 5 July 2024
Indian mobile industry seeks lower import duties to boost global competitiveness
Ahead of the upcoming Union Budget 2024-2025, the Indian Cellular & Electronics Association (ICEA) is urging the Indian government to reduce import duties on electronics manufacturing...
Friday 5 July 2024
Top China-based smartphone vendors reportedly looking for local production or distribution partners in India
Amid rising regulatory pressure in India, China-based smartphone vendors are reportedly talking with India-based partners for joint ventures.
Friday 5 July 2024
Apple said to increase A18 pull-in due to rising demand for iPhone 16
Apple has reportedly increased production orders for its new A18 processor following the debut of Apple Intelligence at the 2024 Worldwide Developers Conference (WWDC24). This move...
Thursday 4 July 2024
Apple's AI strategy faces challenge in China as iPhone sales decline
At the 2024 Worldwide Developers Conference (WWDC), Apple unveiled its AI plans, introducing "Apple Intelligence" and attracting public attention.
Thursday 4 July 2024
AI PCs and server demand set to drive supply chain recovery in late 2024
The depletion of supply chain inventory, originally expected by late 2023, has been delayed to the first half of 2024 due to weak end-market consumption. However, the upcoming launch...
Thursday 4 July 2024
In-house chip development for AI servers likely to benefit IC backend houses
As more tech firms are developing their proprietary chips for AI servers, semiconductor manufacturers, including IC backend houses, are likely to benefit from the opportunities.
Thursday 4 July 2024
Google 2024 environmental report highlights struggles with clean energy in Asia-Pacific
Google's 2024 environmental report outlines progress and challenges toward achieving its net zero carbon emissions goal. It emphasizes the struggles to secure clean energy in the...
Thursday 4 July 2024
India-based MosChip leads design of indigenous HPC chip for national computing initiative
India-based IC design house and IP provider MosChip Technologies secured a deal to design a homegrown HPC chip made by TSMC, amid India's indigenization efforts in the AI era.
Thursday 4 July 2024
Novatek strives to play major role in OLED DDI supply chain for iPhones, say sources
Novatek Microelectronics has received substantial OLED display driver IC (DDI) orders for the upcoming iPhone series, breaking South Korean vendors' dominance in Apple's display supply...
Thursday 4 July 2024
Speculation arises about Apple developing cloud AI chips
As Apple touts its emphasis on privacy in cloud computing for its upcoming Apple Intelligence, market watchers expect a surge in demand for cloud AI chips since Apple will need to...