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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 18 March 2024
Foxconn highlights five growth pillars for 2024
Foxconn (Hon Hai) will see its revenue growth momentum for 2024 come from five main development axes – namely AI servers, three major smart platforms, Electrical Vehicles (EVs),...
Friday 15 March 2024
Foxconn upgrades 2024 outlook on soaring AI server demand
Driven by the increased market visibility of AI servers, Foxconn has upgraded its outlook for 2024 from neutral to significant growth, as announced by chairman Young Liu during a...
Friday 15 March 2024
Samsung launches new mid-to-low priced smartphones, with Exynos AP seeing increased presence
Samsung Electronics has launched new mid-to-low-priced smartphone models, the Galaxy A35 and Galaxy A55. The aim is to reclaim the top market share spot in the global smartphone market...
Friday 15 March 2024
Uncertainties on the macroeconomic horizon
Electronic devices account for over 40% of Taiwan's exports, but semiconductor products are shipped through air freight. Meanwhile, notebook PC and smartphone production lines have...
Friday 15 March 2024
Vision Pro unlikely to replace handheld devices like iPhone in the short term
Apple's Vision Pro has been in the market for around a month after its launch in early February. Some believe this device will replace the iPhone, iPad, and Mac in a few years. While...
Friday 15 March 2024
Operation O-RAN: The US plan to neutralize Huawei (and why it will work)
The US has a devastating not-secret plan to beat Huawei once and for all.
Friday 15 March 2024
Foxconn forecasts substantial growth for 2024, AI servers are key driver
AI was the focus of Foxconn's earnings call on March 14, with chairman Young Liu upgrading his forecast for 2024 to significant growth due to increased order visibility for AI servers...
Friday 15 March 2024
CCL providers compete for orders for AI servers
South Korean and Taiwanese Copper Clad Laminate (CCL) suppliers are vying for AI server orders, which are growing in demand as AI continues to sweep the globe, according to industry...
Friday 15 March 2024
Research Insight: Nvidia's path to US$100 billion in sales
DIGITIMES Research discovered Nvidia's sales in fiscal year 2025 (February 2024 to January 2025) will exceed US$100 billion from the data center market alone.
Thursday 14 March 2024
Google establishes Asia-Pacific cyber defense hub in Tokyo
Google announced the establishment of its first network defense center in the Asia-Pacific region, situated in Tokyo, Japan.
Thursday 14 March 2024
Apple seeks growth engines amid slowing investment
Apple expanded its research capacities in China amidst maturing PCs and smartphones and a sluggish Chinese market.
Thursday 14 March 2024
South Korea's Naver partners with Aramco Digital to expand into MENA Market with Arabic LLM
South Korean internet company Naver and Saudi Arabia's oil giant Aramco's digital technology subsidiary signed an agreement to jointly enter the Middle East and North Africa (MENA)...
Thursday 14 March 2024
Chinese smartphones aid in NAND prices rebound
As NAND Flash prices gradually rebound, Samsung Electronics has also begun to increase production, with reports indicating that the utilization rate of its Xi'an factory in China...
Thursday 14 March 2024
Server air cooling turning to 3D VC solutions for better efficiency, says DIGITIMES Research
With air cooling being the mainstream solution at data centers, 3D Vapor Chambers (VCs) have successfully broken through the theoretical heat dissipation limitations of air cooling...
Thursday 14 March 2024
Cloud's bursting: In the AI-fueled clash of the CSPs chips are the rainmakers
Artificial Intelligence (AI) is catalyzing the demand for cloud services.