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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 23 May 2024
As IC makers cheer on AI PCs and smartphones, high cost remains primary concern
AI has officially found its way onto PCs and smartphones.
Thursday 23 May 2024
Nvidia keeps explosive momentum, struggles to meet soaring demand
Nvidia reported explosive growth and anticipates continued momentum in its Data Center sector as Generative AI (GenAI) gains popularity. However, the company warned of a supply crunch...
Wednesday 22 May 2024
Industries struggle with workforce imbalance as tech talent flocks to semiconductors
According to PwC's 2024 AI Jobs Barometer, AI job growth has outpaced the overall job market by a factor of 3.5 since 2012. An analysis of 2023 salary data and job requirements from...
Wednesday 22 May 2024
Generative AI at reasonable prices: Tenstorrent's strategy according to Chief CPU Architect Wei-han Lien
With Generative AI and other High-Performance Computing (HPC) demands surging, the costs for AI hardware, infrastructure, and energy consumption are also on the rise. Many companies...
Wednesday 22 May 2024
MediaTek continues to lead market in mobile SoC shipments
According to a recent report by Canalys, MediaTek maintained its position as the market leader in mobile SoC shipments in the first quarter of 2024.
Wednesday 22 May 2024
Taiwan mobile phone unit sales remain sluggish
Smartphone unit sales in Taiwan remained sluggish in April, despite the arrival of new AI-capable devices, according to local channel distributors.
Tuesday 21 May 2024
Airtel and Google Cloud forge landmark partnership for cloud and AI services in India
India's second-largest telco, Airtel, recently announced a long-term partnership with Google Cloud. The collaboration is expected to offer cloud services and Generative AI (GenAI)...
Tuesday 21 May 2024
As AI smartphone era arrives, 3nm mobile AP war poised to heat up
The advent of the AI smartphone era has marked a new chapter in the competition for Application Processors (AP) that determine smartphone performance, with the 3nm mobile AP war already...
Tuesday 21 May 2024
Microsoft's AI ambition clashes with carbon-negative goal as supplier green mandate intensifies
Amid Microsoft's aggressive AI investments, the company's ambitious 2020 pledge to become carbon-negative by 2030 is now under scrutiny.
Tuesday 21 May 2024
Aplex expands market with OT and IT, adding AI to IoT framework
As Artificial Intelligence (AI) applications move from the cloud to the edge and end devices, the Industrial PC (IPC) sector is experiencing a broader application market.
Tuesday 21 May 2024
Astera Labs steps up investment in Taiwan
US-based Astera Labs, which specializes in high-speed connectivity chips, has stepped up its investment in Taiwan to strengthen collaboration with local server ODMs.
Tuesday 21 May 2024
Demand divided for smartphone specs in 2024; flagship models to stand out
AI-driven growth will propel flagship mobile phones to a singular position in 2024, despite a fragmented demand for mobile phone specifications, according to market sources.
Tuesday 21 May 2024
Cooling, power supply, cabinets: server suppliers' main selling points at Computex
The server supply chain is gearing up for Computex Taipei in June, with key players such as Quanta, Wiwynn, Foxconn, Inventec, Compal, and Supermicro all exhibiting their latest AI...
Tuesday 21 May 2024
Mobile AMOLED panel prices rise in May, while LCD prices slide
As demand in the mobile phone market recovers, panel makers have seen related AMOLED panel prices increase slightly in May, while prices for mobile LCD panels continue to fall.
Tuesday 21 May 2024
Samsung S25 likely to use Qualcomm chips despite rumors of 3nm Exynos, say market sources
There have been reports that Samsung Electronics' 3nm manufacturing process is ready and will be used on its newest Exynos flagship processor platform, which is expected to be released...