CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 2 April 2024
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research
DIGITIMES Research estimates that Taiwanese server-related business revenues declined by 7% in 2023, reaching above NT$2 trillion.
Tuesday 2 April 2024
Russia de-risks through Chinese foundry and RISC-V
Since Western countries imposed sanctions against Russia, Russia-based Baikal Electronics is looking to switch to RISC-V and may have turned to a certain China-based pure-play foundry...
Tuesday 2 April 2024
Ennoconn upbeat about growth in 2024, as orders on hand reach record highs
Industrial PC maker Ennoconn is highly optimistic about the potential of AI, as its ESaaS (Ennoconn Solution as a Service) smart integrated solution platform gains prominence as a...
Tuesday 2 April 2024
Did Huawei achieve smartphone win at the expense of SMIC?
Is Huawei building its smartphone victory at the cost of SMIC's advanced chip manufacturing capacities?
Tuesday 2 April 2024
Samsung, Huawei to clash with affordable foldables in 2H24
Samsung and Huawei could go head-to-head with their affordable foldable smartphones in the latter half of 2024.
Tuesday 2 April 2024
Samsung strives to regain mobile SoC market share
Samsung Electronics has regained confidence with its midrange Exynos SoC family, but Qualcomm and MediaTek remain significant competitors in flagship SoCs, according to industry so...
Monday 1 April 2024
Cloud network devices to boost Foxconn 2Q24 revenue
Orders for cloud network devices will drive revenue at Foxconn (Hon Hai Technology Group) in the second quarter of 2024, despite the second quarter often being a slow season for the...
Monday 1 April 2024
Optical device firm EZconn enjoys sales growth amid robust AI and broadband infrastructure demand
Optical device maker EZconn is seeing strong revenue and gross profit growth in the first quarter of 2024, thanks to the robust demand from broadband infrastructure construction in...
Monday 1 April 2024
IC distributor GMI expects growth to resume in 2024
IC distributor GMI Technology is upbeat about its market outlook for 2024, attributing it to promising destocking progress and the PC industry's focus on AI products.
Monday 1 April 2024
Major Chinese telecom companies slow infrastructure investment, target AI computing power
China's three major telecommunications companies announced plans to target cloud computing power and Artificial Intelligence (AI).
Monday 1 April 2024
Apple ecosystem reportedly becomes largest blue-collar job generator in India
Amid the production diversification into India, Apple and its suppliers have reportedly become the largest blue-collar job generators in the country. Thanks to India's incentive schemes,...
Monday 1 April 2024
Fan makers not concerned about growing demand for liquid cooling
Nvidia's most recent GTC presentation featured the next generation of Blackwell chip design, which includes significant increases in performance and heat dissipation requirements...
Monday 1 April 2024
Taiwan Microloops sees 20% growth in sales due to hot demand for cooling module
Cooling module manufacturer Taiwan Microloops Corp. expects its revenues in 2024 will increase by 20%, thanks to the demand for AI PCs and AI servers.
Monday 1 April 2024
Spending on shared cloud infrastructure continues to lead way in enterprise infrastructure investments, says IDC
According to the IDC Worldwide Quarterly Enterprise Infrastructure Tracker, buyer and cloud deployment, spending on compute and storage infrastructure products for cloud deployments,...
Monday 1 April 2024
China cloud service spending to grow by 18% in 2024, says Canalys
Cloud infrastructure services spending in China grew 22% on year in the fourth quarter of 2023, according to Canalys estimates, reaching US$9.7 billion and accounting for 12% of worldwide...