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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 10 May 2024
Boosted by AI servers, motherboard giants Asus, Gigabyte buck headwinds as revenues soar
Even with the slow recovery in the PC market, continued healthy demand for motherboards and the AI server trend have helped Asus and Gigabyte maintain revenue growth into April 2024,...
Friday 10 May 2024
As AMD expands desktop market share, supplier ASMedia forecasts bright prospects for 2024
As an exclusive ODM supplier for AMD's desktop chipsets, ASMedia Technology saw inventory turnover boost its gross margin to 59% in the first quarter of 2024, a marked improvement...
Friday 10 May 2024
India sees 8% YoY in smartphone shipments in 1Q24, Vivo emerges as leader for first time
India saw an 8% increase year-on-year in smartphone shipments in the first quarter, fueled by healthy inventory levels and a push toward premium models. Vivo took the lead with an...
Friday 10 May 2024
Apple said to have signed pact with Samsung Display for foldable devices
Apple reportedly has struck an agreement with South Korean panel supplier Samsung Display (SDC) for the development of foldable devices, according to speculation from the supply chain,...
Thursday 9 May 2024
Former NSA boss calls for more aggressive policy to thwart hacks
The US must undertake a "full-time surge" to combat the rise in cyberattacks that are undermining US national security, the recently departed head of the National Security Agency...
Thursday 9 May 2024
Power surge: Taiwanese firms charge ahead in next-gen AI supply race
The surge in computational power of next-gen AI hardware has birthed a booming market for stable and efficient electric supply.
Thursday 9 May 2024
Alltek accelerates developing wide band-gap semiconductors due to data center electricity demand
Hung-chang Hsieh, CEO of the IC distributor Alltek Technology, stated that in recent years, the increase in interest rates has led to higher financial costs and changes in industry...
Thursday 9 May 2024
AI servers buoy Wistron April revenue
April revenue for Wistron was a record high for the same period in previous years.
Thursday 9 May 2024
Major CSPs account for nearly 70% market share as AI demand drives cloud computing growth
With the release of Amazon's latest earnings report, the revenue performances of the top three North American cloud computing service providers (CSPs) for the first quarter of 2024...
Thursday 9 May 2024
Arm credits growth to smartphone surge and AI, highlights shift in Chinese consumer behavior
Arm's recent financial report highlights a boost in sales and profits thanks to a rebound in the smartphone market, particularly in China, and the rising demand for Arm-based chips...
Thursday 9 May 2024
TSMC may soon see 3nm capacity supply fall short of demand
TSMC has already seen utilization rates for its 3nm family climb to more than 95%, and with strong demand from customers, including Apple, for its N3E process, capacity supply at...
Wednesday 8 May 2024
Apple's China iPhone shipments soar 12% in March after discounts
Chinese iPhone shipments jumped about 12% in March after Apple Inc. and its retailers slashed prices, official data showed, suggesting efforts to arrest an accelerating decline in...
Wednesday 8 May 2024
AI server demand fuels DRAM titans battle over HBM
The surging of AI servers has skyrocketed the demand for High-Bandwidth Memory (HBM).
Wednesday 8 May 2024
EU's AI Act: a milestone in legislation or a regulatory nightmare?
The European Parliament made a significant announcement on March 13, 2024, declaring the passage of the "AI Act," set to be implemented in phases beginning in mid-2025.
Wednesday 8 May 2024
Is the journey towards 5G-advanced advancing at a snail's pace?
According to the International Telecommunication Union's 3GPP technical roadmap, we have formally entered the era of 5G-Advanced.