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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 9 July 2024
AI, automotive electronics drive inspection demand
Product testing and certification labs are upbeat about demand from the AI and automotive segments, with one of the service providers, BTL, having already seen June sales climb back...
Monday 8 July 2024
Huawei follows Nvidia's model to develop AI supply chain in China
Since being blacklisted by the US Department of Commerce in 2019, Huawei has not given up efforts to break out of US export control restrictions. A Chinese technology tycoon observed...
Monday 8 July 2024
Trial production of Pixel smartphones begins in India by Foxconn and Dixon
Google is gearing up to establish India as a key export hub for its Pixel smartphones targeting markets in Europe and the US, with the local production of Pixel smartphones to commence...
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...