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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Thursday 31 October 2024
Alphabet's AI investments accelerate GCP growth in 3Q24
Alphabet released its financial results for the third quarter of 2024 on October 29, showing accelerated growth in Google Cloud, indicating that the company's long-term investment...
Thursday 31 October 2024
Potential sluggish iPhone 16 sales could restrict Apple's AI development
Apple is following in the footsteps of other tech companies, cautiously leveraging AI to boost iPhone sales. However, analysts believe that the declining upgrade rate for wireless...
Wednesday 30 October 2024
Samsung Galaxy 25 to adopt M13 material combination for OLED
Samsung Electronics is expected to launch its flagship Galaxy S25 series in early 2025. Reports indicate that Samsung Display (SDC) will supply OLED panels using a material combination...
Wednesday 30 October 2024
Infineon unveils ultra-thin 20-micrometer power semiconductor wafer
Infineon Technologies has disclosed its latest milestone in semiconductor manufacturing technology, following the announcement of the world's first 300-millimeter GaN power wafer...
Wednesday 30 October 2024
Cloud AI taking off in SEA; multilingualism and digital divide to drive innovation
Cloud AI development is surging in Southeast Asia (SEA), with major cloud service providers rapidly expanding their infrastructure investments in the region. The area's multilingual...
Wednesday 30 October 2024
Server ODMs focus on leak-proof liquid cooling solutions, says DIGITIMES Research
DIGITIMES Research believes that liquid cooling technology is transforming the server cooling supply chain ecosystem. Various industry players are actively positioning themselves...
Wednesday 30 October 2024
iPhone 17 reportedly being developed in India as made-in-India export value surges
Apple is reportedly starting the design and development of the iPhone 17 in India, a significant milestone for the made-in-India iPhones. This shift coincides with rumors of a surge...
Wednesday 30 October 2024
Taiwan's official reassures green energy supply can support AI development
Taiwan can generate enough green energy to fuel AI sector growth, says Economic Affairs Minister J.W. Kuo, addressing Nvidia CEO Jensen Huang's projection of 10 billion kWh in annual...
Tuesday 29 October 2024
Taiwan should establish digital sovereignty, benchmark foundational model
In today's digital economy, the development of national-level computing power has become an important measure of global competitiveness. Computing power, as a pillar of digital infrastructure,...
Tuesday 29 October 2024
Indonesia continues iPhone 16 ban due to local sourcing rules
The Indonesian Ministry of Industry said that Apple's iPhone 16 series could not be sold due to non-compliance with the domestic component level certificate (TKDN) requirements.
Tuesday 29 October 2024
HTC reports 26th consecutive loss, eyes new investment turnaround
On October 28, HTC reported its financial results for the third quarter of 2024, highlighting ongoing challenges despite years of investment in AR, VR, and XR technology. Although...
Tuesday 29 October 2024
Taiwan IC design houses to present market overview, visibility at investor meetings
Major Taiwan-based IC design companies, such as MediaTek, Realtek, and Parade, are slated to have quarterly investor meetings this week to discuss their market view and visibility,...
Tuesday 29 October 2024
TSMC intends to expand AP8 by acquiring nearby facilities from Innolux, say sources
TSMC, which acquired Innolux's 5.5G LCD fab in Tainan (southern Taiwan) in August, intends to acquire additional Innolux facilities that are adjacent to the one it has already acquired,...
Monday 28 October 2024
Taiwan launches first domestically-made high-altitude balloon to boost communication resilience
Taiwan's Ministry of Digital Affairs (MODA) launched the first test of a domestically-made high altitude platform station(HAPS) in Taitung, aiming to bolster the island's communication...
Monday 28 October 2024
Covid-19 supply chain fallout hits maritime sector, but recovery expected in 2025
The Covid-19 pandemic wreaked havoc on supply chains, impacting not only consumer electronics but also specialized maritime equipment. Ubiqconn, a subsidiary of Popular Holdings,...