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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 16 October 2024
Foxconn's Young Liu coined 'sovereign servers' as demand for localized AI models are expected to surge
Foxconn Chairman Young Liu recently coined the term "sovereign server," introducing the topic of sovereign AI into the hardware domain. This statement has been seen as another significant...
Wednesday 16 October 2024
Intel, AMD form x86 ecosystem advisory group to drive innovation for developers and customers
Luminaries Linus Torvalds and Tim Sweeney join founding members Broadcom, Dell, Google, Hewlett Packard Enterprise, HP Inc., Lenovo, Meta, Microsoft, Oracle, and Red Hat.
Wednesday 16 October 2024
Largan reportedly to address iPhone 16 shipment concerns at October 17 earnings call
As the second wave of iPhone 16 shipments begins, supply chain sources report that sales have underperformed. Apple's 2024 strategy centered on Apple Intelligence, but key features...
Wednesday 16 October 2024
Samsung's Galaxy S25 chip race heats up: Qualcomm, MediaTek, and Exynos vie for FE series
Samsung Electronics reportedly will use third-party SoC chips for its forthcoming FE smartphone line.
Wednesday 16 October 2024
Taiwan's 90% AI server market share at risk as manufacturers expand globally
The Ministry of Economic Affairs released the latest statistics on server production on October 15, highlighting Taiwan's strong position in the global server manufacturing industry...
Wednesday 16 October 2024
Chinese CIS firms gain flagship smartphone market share
OmniVision and other Chinese CMOS image sensor (CIS) makers have expanded their foothold in the premium smartphone-use camera segment, mounting strong challenges for market leader...
Wednesday 16 October 2024
India kicks off 8th India Mobile Congress
India kicked off the 8th India Mobile Congress (IMC) on October 15, 2024, marking a pivotal event that underscores the country's ambition to become a powerhouse in mobile phone manufacturing...
Tuesday 15 October 2024
Chinese smartphone makers gear up for October launches with new flagship Android SoCs
Following MediaTek's launch of the Dimensity 9400 platform, Vivo and Oppo are set to roll out their X200 and Find X8 models, respectively, this week. In response to Qualcomm's upcoming...
Tuesday 15 October 2024
Apple reins in Chinese suppliers amid quality issues, turning back to Taiwanese manufacturers for reliability
In recent years, the rise of the Chinese supply chain has been putting pressure on Taiwan-based manufacturers due to factors such as cost, customer supply chain strategies, and indigenous...
Tuesday 15 October 2024
EU taps Taiwan for 6G development as competition with China Grows
Thanks to the strategic efforts of telecom giants like Huawei, China has made rapid advances in 5G, building an expansive patent portfolio across network infrastructure. As the industry...
Tuesday 15 October 2024
Taiwan fan motor driver IC firms see promising demand for AI servers
The demand for cloud AI server development persists, with Nvidia's premium HPC chips propelling the complete advanced process manufacturing supply chain. Alongside substantial orders...
Tuesday 15 October 2024
PA supply chain braces for 4Q24: Apple, Huawei's strategies to shape global market demand
As the fourth quarter of 2024 nears, major players in the power amplifier (PA) supply chain—such as GaAs wafer foundries WIN Semiconductors and AWSC, along with upstream suppliers...
Tuesday 15 October 2024
Senao Networks cautious about Wi-Fi 7, forays into AI servers
Senao Networks, a Taiwanese wireless networking provider, has expressed a cautious outlook on the immediate adoption of Wi-Fi 7 technology, despite the surrounding hype. Wen-ho Tsai,...
Tuesday 15 October 2024
Taiwan leverages academic-industry research power to drive 6G innovation
As the US, EU, China, Japan, and South Korea race toward 6G technology, Taiwan, supported by the National Science and Technology Council (NSTC), is focusing on two key 6G projects...
Tuesday 15 October 2024
Small and medium-sized panel makers outperform in 3Q24, HannStar sees 50%+ revenue growth
Large-sized panel manufacturers faced challenges in the third quarter of 2024 due to early pull-in from clients in the first half of the year. However, small and medium-sized panel...