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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 21 August 2024
AMD's new game in town: US$4.9 billion bet to challenge Nvidia's AI dominance
In a bold move to bolster its position in the fiercely competitive AI and data center markets, AMD has acquired ZT Systems for US$4.9 billion. This strategic acquisition signals AMD's...
Wednesday 21 August 2024
Wiwynn sues X for US$61 million over unpaid server parts amid shifts to consignment model
Wiwynn, a Taiwanese cloud infrastructure provider, is suing X (formerly Twitter) for US$61 million, alleging a breach of a 2014 purchase agreement due to non-payment for approximately...
Wednesday 21 August 2024
Getac sees strong growth in rugged industrial computer opportunity pipeline, up 30-40% in potential sales
James Huang, Chairman of Getac Technology (Getac), announced that by the end of 2025, all of Getac's rugged industrial computers will be equipped with NPUs (Neural Processing Units)...
Tuesday 20 August 2024
IPC industry optimistic on growth in 2H24 due to market stabilization
Due to several factors such as inventory de-stocking and investment delays caused by weak economic environments, many industrial PC (IPC) companies faced declines in the first half...
Tuesday 20 August 2024
GenAI wearables to boost sales for their multifunctionality
Generative AI (GenAI) has not only become a key element to boost the upgrades for smartphones and PCs.
Tuesday 20 August 2024
Hybrid AI to fuel device innovation, Sporton poised for testing boom
Whether AI-powered smartphones will trigger a new wave of device upgrades has garnered significant attention across various sectors. Taiwan's wireless communication testing specialist,...
Tuesday 20 August 2024
AMD's buyout of ZT Systems opens new doors for Inventec
AMD has announced its acquisition of server hardware firm ZT System (ZT), with...
Tuesday 20 August 2024
AMD acquires ZT Systems for US$4.9 billion to take on Nvidia
AMD is purchasing ZT Systems, a server hardware company. AMD has no intention of entering the server market. Instead, it's acquiring ZT Systems primarily for its skilled engineers...
Tuesday 20 August 2024
Supply chain actively developing GB200 servers despite Blackwell delay, say sources
Nvidia's revised launch schedule for its next-gen Blackwell AI chips has led to changes in the supply chain, with some server makers shifting their focus to developing GB200-based...
Tuesday 20 August 2024
Apple modem chip for iPhone unlikely in 2025
Latest rumors have it that Apple is ready to equip the iPhone with its in-house developed modem chip in 2025, but industry sources remain skeptical. Even if Apple was able to roll...
Monday 19 August 2024
AI server demand remains strong despite rumored Blackwell supply uncertainties, says Wiwynn
Amid recent rumors about uncertainties in Nvidia's Blackwell supply, Wiwynn expects growth momentum to remain intact, primarily driven by ASIC chip servers.
Monday 19 August 2024
India launches AI mission tender, reportedly limiting GPU procurement to local companies
India has initiated the bidding process for its AI Mission, requiring data centers and cloud providers to form partnerships to supply AI resources, such as GPUs, to academia, startups,...
Monday 19 August 2024
Rumored Huawei Mate 70 delay expected to benefit iPhone sales in China
Huawei's upcoming Mate 70 series flagship smartphone, which was previously rumored to be released in September, could be delayed until November or later. This potential delay could...
Monday 19 August 2024
Supply chain players navigate cautious optimism amid AI server boom
Despite progress in inventory clearance and the boost from artificial intelligence (AI) applications, supply chain players remain cautious about the peak season benefits for consumer...
Friday 16 August 2024
Component suppliers see promise in 2H24 amid launch of new models and AI demand
The second half of the year is traditionally the peak season for the launch of flagship smartphones, which is expected to boost demand for key components such as PCBs (Printed Circuit...