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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 14 August 2024
Taiwan IPC makers eye China market recovery amid challenges
Taiwan's industrial PC (IPC) manufacturers are optimistic that the Chinese market is poised for recovery after a sharp decline caused by the dual impacts of the pandemic and geopolitical...
Wednesday 14 August 2024
Nvidia H100/H200's supply surge to boost Asus, Gigabyte, ASRock 2H24 growth forecasts
The production volume of Nvidia's H100 and H200 GPUs has been increasing monthly, potentially driving growth for companies in the server industry chain.
Tuesday 13 August 2024
Google looks to get jump on Apple with earlier Pixel launch
With its hardware event on Tuesday, Alphabet Inc.'s Google is trying to outshine Apple's annual iPhone launch — and is letting longtime executive Rick Osterloh take center st...
Tuesday 13 August 2024
India watchdog to withdraw report accusing Apple of market abuse
India's antitrust regulator will withdraw a report that found Apple Inc. abused its dominance of the domestic market, backtracking for now from its high-profile investigation into...
Tuesday 13 August 2024
Robust AI server sales buoy Wistron 2Q24 results
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM's outstanding performance during the quarter confirms the...
Tuesday 13 August 2024
Samsung reportedly investing in in-house chip development to compete in XR market
Samsung Electronics is developing high-performance semiconductors for next-generation Extended Reality (XR) devices, aiming to compete with Apple's Vision Pro, which uses in-house...
Tuesday 13 August 2024
AI server manufacturers' gross margins vary by business model
As major AI server makers release their latest financial reports, gross margins have become a key metric for investors. Supermicro saw a sharp decline in market value after it reported...
Tuesday 13 August 2024
Industrial memory demand picking up
The third quarter of 2024 has seen a steady increase in the demand for industrial memory, thanks to rising DRAM contract prices and end-market inventory correction coming to an end,...
Monday 12 August 2024
Taiwan says power issues prevent new large data centers in North
Taiwan has stopped approving data centers bigger than 5 megawatts north of Taoyuan, as there is insufficient power supply in the region.
Monday 12 August 2024
ODMs issue bonds to finance costly AI servers
While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...
Monday 12 August 2024
Samsung leverages Olympics for Galaxy Z Flip6, Fold6 promotion with victory selfies
Samsung Electronics is ramping up efforts to bolster its market share for foldable smartphones with the launch of the Galaxy Z Flip6 and Fold6, strategically aligning its campaign...
Monday 12 August 2024
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.
Monday 12 August 2024
Wistron ITS seeks new cloud clients in SEA, US as China auto market stalls

Wistron ITS (WITS), a Wistron Group subsidiary specializing in software and technology consulting services, is shifting its focus to serve new clients in the cloud computing...

Monday 12 August 2024
AI servers boost Inventec, Wistron July sales
Robust AI server demand boosted sales performance for ODMs including Inventec and Wistron in July 2024.
Monday 12 August 2024
Weekly news roundup: Intel telecommunications faces cost cuts; Indian opto-semiconductor maker makes acquisition
These are the most-read DIGITIMES Asia stories in the week of August 5 – August 9.