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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 10 July 2024
AI server surge boosts June revenue at Foxconn, others
With demand for AI-related hardware remaining strong, companies in the supply chain have been posting strong results for the traditional off-peak season. In particular, key players...
Tuesday 9 July 2024
Taiwanese firms keen to join Nvidia's Omniverse ecosystem to stay competitive in AI era
As generative AI accelerates digital transformation across various industries, experts agree that future market competition will be defined by speed.
Tuesday 9 July 2024
Computing clusters with at least 10,000 GPUs become basic requirement for Chinese Gen-AI LLMs

The keen competition of large-language models (LLMs) is pushing various Generative AI operators in China to find alternatives to achieve higher computing power without...

Tuesday 9 July 2024
Microsoft to invest EUR 2.2 billion in Aragon data center, transforming region into cloud hub
Microsoft is set to invest EUR2.2 billion (US$2.4 billion) in a large data center in the northeastern Spanish region of Aragon, an area striving to become a hub for cloud storage.
Tuesday 9 July 2024
Nvidia's H20 to go head-to-head with Chinese AI chips; procurement intent from major CSPs will be key
The rapid development of large language models (LLMs) in China has led to various development bottlenecks for AI, including complex computing power management, high training and inference...
Tuesday 9 July 2024
Xiaomi aims to double shipments in India in next decade
As Xiaomi enters its 10th year in the Indian market, the company hopes to double its product shipments and expand local manufacturing to strengthen its presence in the market.
Tuesday 9 July 2024
Largan navigates AI challenges, diversifies portfolio amid shifting smartphone lens market
Largan Precision, a leading smartphone lens manufacturer, is facing challenges due to the increasing influence of AI in the smartphone market and its impact on talent recruitment...
Tuesday 9 July 2024
AI, automotive electronics drive inspection demand
Product testing and certification labs are upbeat about demand from the AI and automotive segments, with one of the service providers, BTL, having already seen June sales climb back...
Monday 8 July 2024
Huawei follows Nvidia's model to develop AI supply chain in China
Since being blacklisted by the US Department of Commerce in 2019, Huawei has not given up efforts to break out of US export control restrictions. A Chinese technology tycoon observed...
Monday 8 July 2024
Trial production of Pixel smartphones begins in India by Foxconn and Dixon
Google is gearing up to establish India as a key export hub for its Pixel smartphones targeting markets in Europe and the US, with the local production of Pixel smartphones to commence...
Friday 5 July 2024
Foxconn's June revenue skyrockets to record quarterly high on AI server boom
Driven by robust market demand for AI server products, Foxconn's (Hon Hai) revenue for June reached NT$490.725 billion (US$15.91 billion).
Friday 5 July 2024
Foxconn Indian subsidiary reportedly faces executive exodus, facility closure amid declining Xiaomi orders
Foxconn's expansion of iPhone manufacturing in India is contrasting sharply with the challenges faced by its local subsidiary responsible for Android smartphone production. Bharat...
Friday 5 July 2024
Google's green goals clash with AI data center demand surge
Google's latest environmental report reveals a significant increase in carbon emissions, primarily driven by the company's efforts to integrate AI functionalities and expand data...
Friday 5 July 2024
Nvidia Blackwell B100/B200 deliveries imminent, air cooling remains dominant
According to sources in the server supply chain, Nvidia will soon begin shipping its new B100 and B200 chips. Mass production of servers equipped with these Blackwell architecture...
Friday 5 July 2024
Largan and GSEO poised to land periscope lens orders for new iPhones
Apple is set to expand the use of periscope lenses in its upcoming iPhone series, with Taiwanese lens module manufacturers Largan Precision and Genius Electronic Optical (GSEO) expected...