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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 18 July 2024
Players' cards in AI server assembly market
Generative AI continues to fuel global server business potential spreading like wildfire. Taiwanese manufacturers dominate the global AI server assembly industry, representing as...
Thursday 18 July 2024
Yandex completes US$ 5.4 billion Russo-exit, launches new AI venture powered by Nvidia chips
After nearly two years of negotiations, Russian tech giant Yandex, often called the "Google of Russia," finalized an asset split on July 15.
Thursday 18 July 2024
AI era demands a new data center paradigm
By 2050, the market anticipates a staggering proliferation of IoT devices, driving exponential growth in big data. Schneider Electric predicts a future where IT architecture evolves...
Thursday 18 July 2024
Acer to expand brand-licensing strategy and Indian market
Following the Acer-Indkal Technologies partnership in the smartphone market, Acer CEO Jason Chen clarified that Acer is not re-entering the smartphone market.
Thursday 18 July 2024
Singtel partners with SKT to accelerate 6G and AI transformation
Singapore Telecommunications Limited (Singtel) and SK Telecom (SKT) have signed a Memorandum of Understanding (MoU) to collaborate over the next two years on developing next-generation...
Thursday 18 July 2024
President Lai pledges support for next-gen Taiwan AI supercomputers in weather forecasting
Less than five months after the Central Weather Administration (CWA) inaugurated its sixth-generation high-performance computer, its computing power is already falling short. In response,...
Thursday 18 July 2024
Leadership changes at Google Cloud Taiwan reflect strategic challenges in market expansion
Google Cloud Taiwan has seen three leadership changes in the past five years after general manager Cally Ko left, highlighting challenges for the company in expanding the Taiwanese...
Thursday 18 July 2024
Leading CCL makers see June revenues soar thanks to AI servers
Major Copper Clad Laminate (CCL) makers EMC, Iteq, and Taiwan Union Technology Corporation (TUC) are forecasting a bumper year, as demand for AI servers continues to trend high leading...
Wednesday 17 July 2024
Passive component demand and prices to be driven higher by AI
Thanks to improving demands in the smartphone and notebook markets, Japanese passive component suppliers are likely to raise inductor prices. However, Taiwanese suppliers believe...
Wednesday 17 July 2024
Hanwha Energy builds green AI data center in Texas, eyes US$7.5 billion tech revenue
Hanwha Energy, a subsidiary of Hanwha Group, is seizing the AI boom by venturing into the US AI data center market, leveraging eco-friendly energy to gain a foothold.
Wednesday 17 July 2024
Acer targets booming Indian smartphone market with white-label strategy
Acer made a bold move by partnering with India-based Indkal Technologies to re-enter the smartphone market. Acer's strategic focus is on harnessing India's potential rather than solely...
Wednesday 17 July 2024
Global smartphone market rebounds for 3rd consecutive quarter
The worldwide smartphone market experienced a 12% increase in shipments during the second quarter of 2024, reaching a total of 288 million devices, according to Canalys....
Wednesday 17 July 2024
Global 5G users to hit 60% by 2029 as Northeast Asia leads the charge
Global 5G user numbers continue to grow strongly, with population coverage gradually expanding and simultaneously boosting 5G Stand-alone (SA) deployment. Ericsson predicts that nearly...
Wednesday 17 July 2024
Industrial memory demand to pick up in 3Q24
The third quarter of 2024 will see a gradual increase in the demand for industrial memory, and AI IPC applications specifically designed for the industrial control sector are expected...
Wednesday 17 July 2024
Huawei reveals operational hardship from US sanctions, expresses confidence in recovery
The US government blacklisting of Huawei crippled its smartphone business.