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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 15 May 2024
Google TPU development paces up with introduction of Trillium
Google announced the launch of the sixth generation TPU called Trillium, boasting 4.7 times the computing power of TPU v5e and a doubling of High Bandwidth Memory (HBM) performance,...
Wednesday 15 May 2024
Next-gen networks: 6G, LEO satellites, and HAPS
As the new space age dawns, instead of solely investing massive resources in launching Low-Earth Orbit (LEO) satellites to build constellations, nations and industries worldwide are...
Wednesday 15 May 2024
Foxconn's 1Q24 earnings call: more opportunities for CDMS business model as EV market competition intensifies
Foxconn held its earnings call for the first quarter of 2024 on May 14, during which the focus remained on AI servers and the EV market. By building upon its solid technological expertise,...
Wednesday 15 May 2024
Inventec's 1Q24 earnings call: growth across three major product lines, AI server revenue to double
Leading electronics ODM Inventec held its first quarter earnings call on May 14.
Wednesday 15 May 2024
Google unveils multimodel AI assistant, expands Gemini and Gemma families
Google announced numerous updates to AI services, focusing on multimodal capabilities, improved model capacity, AI assistant, and AI-powered search features, with demonstrations showing...
Wednesday 15 May 2024
India smartphone market sees premiumization plateau as top brands lose appeal
India's smartphone market saw robust growth in the first quarter, with iPhone shipments reaching record highs.
Tuesday 14 May 2024
On-premise or cloud computing: navigating AI investments amid hardware and software upgrades
Rapid advancements in Large Language Models (LLMs) go hand in hand with ongoing upgrades in computing hardware.
Tuesday 14 May 2024
Asus optimistic about 2H24 prospects, with AI PCs and servers contributing to revenue
Asus has reported better-than-expected results for the first quarter of 2024, as its PC and motherboard businesses see sustained shipments, and AI servers begin contributing significantly...
Tuesday 14 May 2024
OpenAI to eventually challenge Google with AI-powered search engine
Rumors of OpenAI introducing a product to rival Google Search did not materialize during the latest event hosted by OpenAI.
Tuesday 14 May 2024
Huawei chip development receives all-out support from Chinese semiconductor firms
Huawei has recently launched its Pura 70 series smartphones featuring its in-house developed Kirin 9010 application processors made using SMIC's 7nm N+2 manufacturing process.
Monday 13 May 2024
Microsoft to invest €4 billion in French cloud and AI services
Microsoft Corp. plans to spend €4 billion ($4.3 billion) building cloud and AI infrastructure in France, announcing its latest major outlay on artificial intelligence technolo...
Monday 13 May 2024
Qualcomm Taiwan challenge: pioneering AI innovation on edge devices
AI continues to redefine how businesses operate and how consumers engage with the world around them.
Monday 13 May 2024
Taiwan should redefine the value of its supply chain
In 2000, Bill Gates visited Taiwan for the World Congress of Information Technology (WCIT), and in 2009, Steve Ballmer, the second president of Microsoft, visited Taiwan only for...
Monday 13 May 2024
TSMC places rush orders for CoWoS-related fab tools to meet global AI demand
The explosive growth in Generative AI (GenAI) business opportunities spurred by ChatGPT drives the demand for hardware and software related to the GenAI supply chain. TSMC, the sole...
Monday 13 May 2024
Smartphone brands compelled to evolve again as 5G penetration in China plateaus
Since the commercial operation launch of China's 5G communication system in October 2019, the number of 5G mobile users in China has exceeded 800 million. The monthly shipment proportion...