CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 9 August 2024
Supermicro targets revenue surge to US$30 billion in 2025
Supermicro's fiscal year revenue surged 110% by the end of June 2024, hitting nearly US$15 billion.
Friday 9 August 2024
I-Chiun targets AI server market with advanced heat spreaders, expects orders to double by 2H25
Taiwan-based I-Chiun Precision Industry has entered the AI supply chain with heat spreaders and is poised to ramp up shipments of new heat dissipation solutions in the second half...
Friday 9 August 2024
India expected to see single-digit shipment growth in smartphones in festive season
As India approaches its annual festive season, which usually represents a substantial share of its smartphone sales, consultancies do not expect strong performance in 2024. While...
Friday 9 August 2024
Heat spreader manufacturer Jentech unfazed by Blackwell delay
With AI server demand remaining strong, heat spreader makers see little impact from the delayed Blackwell release.
Friday 9 August 2024
Taiwan's AI-enhanced smartphone market poised to outpace global growth with telecom partnerships
In Taiwan's market, smartphone distributors anticipate AI-enhanced smartphones will capture 20% of total smartphone shipments this year, surpassing the global average, thanks to strong...
Thursday 8 August 2024
IPC firms eye lucrative niche as military and aerospace markets expand
As geopolitical tensions brew and regional conflicts persist, global defense budgets are surging, fueling demand in the military and aerospace sectors. Taiwan's...
Thursday 8 August 2024
Indian Motherson reportedly to form JV with BIEL in supplying iPhone glasses
India-based automotive component supplier Motherson Group is reportedly set to form a joint venture with Hong Kong-based BIEL Crystal Manufactory in Tamil Nadu, where Apple suppliers...
Thursday 8 August 2024
UK approves HPE's acquisition of Juniper Networks
The UK antitrust regulator has approved Hewlett Packard Enterprise's acquisition of Juniper Networks. The deal, which seeks to position the combined entity as a major player in AI...
Thursday 8 August 2024
Supermicro promotes liquid cooling servers
The development of liquid cooling continues unabated, despite reports of Nvidia delaying GB200 shipments. Supermicro co-founder and CEO Charles Liang notes that clients have continued...
Thursday 8 August 2024
Asus surpasses profit expectations with IP royalties and server revenue growth
Asus has released its operating performance for the second quarter of 2024, revealing profits that exceeded market expectations. Co-heads Jackie Hsu and Samson Hu expressed optimism...
Wednesday 7 August 2024
Super Micro's weak profit fuels AI server margin anxieties
Super Micro Computer Inc. fell more than 10% in extended trading after reporting quarterly revenue and profit that missed analysts' estimates, outweighing an annual sales outlook...
Wednesday 7 August 2024
Intel's telecommunications division likely to face brunt of Intel's massive cost-cutting
Intel recently released a disappointing earnings report, revealing declines in both revenue and operating margin. The company announced comprehensive cost-cutting plans, including...
Wednesday 7 August 2024
Honor's IPO faces market hurdles amid Huawei's resurgence
Honor, once a reportedly discarded asset after its separation from Huawei, has defied expectations by carving out a strong position in the mid-to-high-end smartphone market. While...
Wednesday 7 August 2024
India antitrust watchdog reportedly finds Apple abusing market dominance
India's antitrust watchdog may be nearing the conclusion of a two-year investigation into Apple, which has reportedly found the tech giant guilty of abusing its dominant position...
Wednesday 7 August 2024
AI smartphones drive market growth as lower-end segment stalls
AI smartphones have gained popularity among consumers, becoming a major driving force behind the overall mobile phone shipments in 2024. However, persistently stagnant demand for...