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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Monday 21 October 2024
US tech giants pour US$8.2 billion into UK's cloud infrastructure to seize AI sovereignty opportunities
The UK government has announced that four US cloud technology and data center operators—ServiceNow, CoreWeave, CyrusOne, and CloudHQ—will invest a total of up to GBP6.3...
Monday 21 October 2024
Vivo and Arm collaborate on chip technology innovation, launch joint lab
Vivo has announced the establishment of a joint laboratory with Arm, marking a historic partnership that makes Vivo the first end-device brand to collaborate with Arm in this capacity...
Monday 21 October 2024
Lite-On pivots to AI server solutions, targeting double-digit sales growth by 2025: An interview
Lite-On Technology has successfully transitioned into a solution provider, capitalizing on the growing demand for AI servers. The company's global strategy and focus on high-value...
Monday 21 October 2024
Huawei's flagship Mate 70 ready to hit the mark on Singles' Day 2024
As the fourth quarter of 2024 progresses, Singles' Day 2024 stands as a crucial barometer for China's consumer electronics rebound. The annual flagship smartphone race among Chinese...
Friday 18 October 2024
Pegatron unveils new server at OCP summit, targeting AI and LLM inference training
Pegatron is making significant strides in the server business, recently showcasing its latest AI solutions at the 2024 Open Compute Project (OCP) Global Summit. This includes six...
Friday 18 October 2024
India's shift to spectrum allocation for satellite broadband clears path for Elon Musk's Starlink launch
The Indian government's decision to allocate spectrum for satellite broadband rather than auctioning brings Elon Musk's Starlink one step closer to launching in India.
Friday 18 October 2024
Taiwan's machinery sector navigates ECFA uncertainties, but US market recovery brings hope
Taiwan's machinery sector, particularly its machine tool makers, is navigating an uneven market recovery and multiple challenges. While the US market shows signs of improvement, China's...
Friday 18 October 2024
Apple, Huawei lose steam, paving the way for Android SoC market breakthrough
Apple's sales growth in China has slowed in 2024, falling behind previous years' trends. Huawei, having re-entered the flagship market with its Mate 60 series in 2023, is now reportedly...
Friday 18 October 2024
High-spec power supplies for AI computing to drive growth for Liteon
As power management and heat dissipation become increasingly important with the high-performance computing required for generative AI, a trend is emerging in the field of power supplies:...
Friday 18 October 2024
Largan sees handset customers cut back orders, cautious about 4Q24 prospects
Largan Precision, a leading smartphone lens manufacturer reportedly in the Apple iPhone supply chain, has expressed caution about market prospects for the fourth quarter of 2024,...
Friday 18 October 2024
QCT and Pegatron to capitalize on AI server growth
As Nvidia's GB200 chip enters mass production, Taiwanese AI server supply chain firms are preparing for an anticipated surge in demand from major cloud service providers. Mike Yang,...
Friday 18 October 2024
AI demand is substantial and intense, says TSMC CEO
Chip demand for AI is substantial and intense, according to TSMC chairman and CEO C. C. Wei. TSMC's revenue from AI server chips is forecast to increase by over threefold in 2024...
Friday 18 October 2024
Foxconn expands into AI with ambitions of forming full supply chain
With the surging demand for computing power driven by artificial intelligence (AI) applications, the AI market continues its rapid expansion.
Friday 18 October 2024
Lenovo CEO bullish on AI PC and infrastructure market growth
AI development has only recently begun, yet two significant business opportunities already lie ahead: AI PCs and AI infrastructure, said Lenovo Group chairman and CEO Yuan-qing Yan...
Friday 18 October 2024
Mixed smartphone outlook for Apple and competitors
The outlook for Apple's iPhone and competitors' smartphones may be mixed, but Largan Precision, a leading phone camera lens supplier, remains conservative about the overall market.