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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 17 June 2024
Taiwanese server supply chain players keenly seeking partnerships with Nvidia for lucrative AI applications
Taiwanese server supply chain players are keenly seeking partnerships with Nvidia for lucrative AI applications
Monday 17 June 2024
Breaking barriers: Bay Photonics thrives as key player in Silicon Photonics evolution
Energy consumption issues and the heat generated by AI training and inference computing have the semiconductor industry looking for Silicon Photonics partners such as Bay Photonics...
Monday 17 June 2024
Weekly news roundup: Rising exports indicate China's semiconductor overcapacity
These are the most-read DIGITIMES Asia stories in the week of June 10 – June 14.
Monday 17 June 2024
Quanta chair sees AI boom in next 2 years
The AI trio is occurring concurrently, spanning product invention and planning, and market development, according to Quanta Computer chairman Barry Lam, who spoke at a shareholder...
Monday 17 June 2024
AI server boom drives demand for PCIe Gen5 retimers, Astera Labs dominates supply but faces new competition
High-speed transmission of AI servers has become a critical factor for major chipmakers and their supply chain partners to improve cloud computing performance, significantly driving...
Friday 14 June 2024
Nokia and Foxconn to make 5G products in northern Vietnam
Nokia partnered with Foxconn to make 5G devices in northern Vietnam, which will meet domestic and overseas demands, as manufacturers expand their manufacturing portfolio in the Southeast...
Friday 14 June 2024
NHIA, Google forge 5-year partnership to advance Taiwan's digital healthcare with AI
Taiwan's National Health Insurance Administration (NHIA), under the Ministry of Health and Welfare, has clinched a five-year partnership with Google, aiming to incorporate cloud and...
Friday 14 June 2024
Asustek chair more bullish about server operations over next 5 years
Asustek Computer's goal is to boost server business sales fivefold over the next five years, which may be accomplished ahead of schedule, according to company chairman Jonney Shih.
Friday 14 June 2024
Connector element manufacturers focus on AI server water-cooling connectors
AI business opportunities continue to spread, benefiting system integrators and the component supply chain behind these systems. Connector and cable manufacturers, including Lotes,...
Friday 14 June 2024
Samsung to be top in sales as iPhone enters transition period
Apple unveiled various Generative AI (GenAI) applications and features at WWDC 2024, which are expected to positively impact the sales of the newly launched iPhone 16 in the third...
Friday 14 June 2024
Huawei HarmonyOS outperforms Apple iOS in China in 1Q24
The market share of Huawei's HarmonyOS surpassed Apple's iOS for the first time in China in the first quarter of 2024. HarmonyOS is now the second-largest mobile phone operating system...
Thursday 13 June 2024
AWS invests billions in data centers in Taiwan, future challenges in renewable energy and power supply
AWS confirms the launch of an AWS infrastructure region in Taiwan, which is scheduled to be operational in 2025.
Thursday 13 June 2024
Apple's AI-driven upgrade makes ripples or waves?
At the WWDC 2024, Apple finally introduced its much-anticipated "Apple Intelligence," marking...
Thursday 13 June 2024
iPhone 16 series set to introduce Apple Intelligence; LG Innotek expected to reap benefits
With Apple set to introduce Apple Intelligence in its iPhone 16 series, the South Korean industry and securities sector are hopeful that LG Innotek, Apple's camera module supplier,...
Thursday 13 June 2024
Network communication chip battlefield for cloud AI emerges
Cloud AI not only received major attention at Computex 2024 but the network communication chip business opportunities arising from cloud AI data centers were also further pushed to...