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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 10 April 2024
Force-MOS sees growth in MOSFET wafer shipments, driven by China-based smartphone brands
China's production capacity in mature semiconductor processes has continued to grow with the substantial financial backing of the government. For power semiconductor manufacturer...
Wednesday 10 April 2024
Intel introduces Gaudi 3 made by TSMC to mount counterstrike in data center market
Intel rolled out the Gaudi 3, an AI chip made with TSMC's 5nm process node, looking to provide an alternative in a market dominated by Nvidia.
Wednesday 10 April 2024
GPU lead times shortened, says Dell Taiwan
The supply of Graphics Processing Units (GPU) has been less constricted, resulting in delivery lead times dropping from 40-52 weeks at the end of 2023 to 8-12 weeks, according to...
Tuesday 9 April 2024
How Huawei survives in the face of western containment
In an ever-intensifying Sino-US conflict, one battleground stands out: the global telecommunications sector. At the center of this fray is Huawei, the Chinese tech giant that has...
Tuesday 9 April 2024
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
DIGITIMES Research's latest report on the global smartphone industry shows that global smartphone shipments totaled around 330 million units, rising 6.5% on year.
Tuesday 9 April 2024
Research Insight: Taiwan's IPC industry revenue projected to surge 8.8% in 2024
The total revenue of Taiwan's industrial PC (IPC) industry is projected to increase by 8.8% year-on-year to NT$308.68 billion (US$9.598 billion) in 2024, with most Taiwanese IPC makers...
Tuesday 9 April 2024
Delta Electronics powers AI revolution with next-gen solutions
Delta Electronics boasts a comprehensive framework for energy-related solutions.
Tuesday 9 April 2024
Server ODM Wiwynn sees 1Q24 revenue hit 4-quarter high
Wiwynn has reported that revenue increased 6.2% year-on-year and 18.9% sequentially to a four-quarter high of NT$69.63 billion (US$2.17 billion) in the first quarter of 2024, driven...
Tuesday 9 April 2024
How can Intel Foundry shake off 10 years of deficits?
According to the restructured accounting model of Intel Foundry (IF), it has been seeing continuous operational losses for three consecutive years from 2021 to 2023, totaling US$5.1...
Tuesday 9 April 2024
US considers nuclear option to address AI energy thirst
The US government is ramping up discussions with major tech companies to address the substantial power demand that will come with the advancement of artificial intelligence (AI).
Tuesday 9 April 2024
Pegatron reportedly in talks to sell iPhone plant in India to Tata
Following Wistron's sale of its iPhone plant to Tata and Pegatron's decision to yield its control over an iPhone facility in China to Luxshare, Pegatron is reportedly in talks to...
Tuesday 9 April 2024
No off-peak slowdown for Wistron, as AI servers drive momentum
ODM companies are seeing better-than-usual performance during the traditional off-peak season, thanks to momentum driven by AI servers.
Tuesday 9 April 2024
Huawei P70 series to come strong; Apple sales to suffer
Huawei is poised to launch its new P70 smartphone series in 2024.
Monday 8 April 2024
Data dilemma: Microsoft wants to have its sustainability cake and eat it
Following the announcement of several data center expansion projects, Microsoft reiterated its commitment to sustainability.
Monday 8 April 2024
India expected to become third-largest market for Apple, says Counterpoint
Although Apple faces challenges in China, India may emerge as Apple's next growth engine and become one of the company's major markets in the coming years.