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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 19 June 2024
Cisco bets big on Taiwan's tech prowess with third investment round
In a rare move, Cisco is doubling down on its commitment to Taiwan's digital future, launching a third round of investment through its Country Digital Acceleration (CDA) program....
Wednesday 19 June 2024
Vivo reportedly to open large plant in India amid regulatory scrutiny
China-based Vivo is set to open a large manufacturing facility in northern India. The company is reportedly looking for Indian partners to run the facility amid intensifying regulatory...
Wednesday 19 June 2024
Huawei ramping up Kirin chip output for smart wearables
After bearing the brunt of multiple rounds of sanctions in recent years, Huawei is now eyeing a resurgence thanks to the Kirin chips produced by its subsidiary HiSilicon.
Wednesday 19 June 2024
Qualcomm to benefit most from slow Samsung 3nm development
Qualcomm is expected to benefit the most from bottlenecks that Samsung Electronics' foundry has been experiencing in its 3nm process yield, according to industry sources.
Tuesday 18 June 2024
Big tech wants nuclear power but doesn't see role as investor
Big technology companies including Microsoft Corp. and Google are eager to see more nuclear energy feeding their power-hungry data centers but are far less willing to provide the...
Tuesday 18 June 2024
O-Ran Summit in Taipei highlights Taiwan's unique position in software and hardware
As mobile communications firmly enter the 5G era, the telecom equipment supply chain, previously dominated by just a few major players, is experiencing fresh changes.
Tuesday 18 June 2024
Nvidia and AMD are winners of the 4 million units per year high-end GPU chip business
Nvidia dominates the market for AI chips for training and deploying Large Language Models (LLMs) and its pricing power is reflected in gross margins as high as 78%, compared to competitors...
Tuesday 18 June 2024
Order visibility for HBM memory extended till 1Q26
Order visibility for HBM memory has been extended until the first quarter of 2026, spurred by the AI boom, according to sources at Taiwanese memory makers.
Tuesday 18 June 2024
Automotive, AI servers to drive at least 20% growth for LemTech
LemTech Holdings is projecting growth in both revenue and profit for 2024, driven by its automotive and AI server product lineup.
Tuesday 18 June 2024
Quanta profits double despite halving workforce
Quanta Computer is generating record-high profits amid a sharp decline in staff count. From the high of 112,000 employees by the end of 2018, Quanta's workforce has decreased by 49.1%...
Tuesday 18 June 2024
Advanced foundry process quotes to rise in 2025
TSMC may launch a new round of price negotiations in the second half of 2024, with advanced foundry quotes expected to rise as early as 2025.
Tuesday 18 June 2024
MSI and ASRock catch up in the AI server race
Jensen Huang, CEO of NVIDIA, paid a two-week visit to Taiwan at the end of May, hyping up the AI craze all over again.
Tuesday 18 June 2024
Intel invests in Luxshare subsidiary in China
Intel invested in China-based Dongguan Luxshare Technology, a subsidiary of Luxshare Precision, amid deepening Intel-Luxshare ties as demands for high-speed interconnect products...
Monday 17 June 2024
H3C partners with Foxconn on Malaysia data center investment amid Tsinghua Unigroup further acquisition
H3C Technologies, owned by Tsinghua Unigroup and HPE, recently announced that it will collaborate with Foxconn to establish its first overseas factory in Malaysia.
Monday 17 June 2024
MOHW to embrace AI amid imminent AWS data centers in Taiwan
As the global Generative AI (GenAI) phenomenon continues, Taiwan's traditionally conservative Ministry of Health and Welfare (MOHW) is becoming proactive in pursuing its applications...