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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 2 August 2024
Apple faces challenges in China, with revenue impacted by strong dollar
Apple's performance in the past quarter was impacted by a strong dollar, with the Chinese market continuing to pose significant challenges. Additionally, the company offered limited...
Friday 2 August 2024
Global server shipments up both 2Q24 and 3Q24 thanks to major CSPs in US, says DIGITIMES Research
Global server shipments grew by 7.3% sequentially in the second quarter of 2024, surpassing previous forecasts. The main reasons are the initiation of general-purpose server updates...
Friday 2 August 2024
Amazon to ramp up capex for AWS and AI
Amazon's AWS division continued to gain momentum despite reporting lower-than-expected revenue. The company plans to boost its capital expenditures to accommodate the growing demand...
Friday 2 August 2024
Global 2024 smartphone sales likely to grow, with AI models leading
In their latest earnings report, mobile chip giants MediaTek and Qualcomm both maintained their previous forecasts for the smartphone market in the second half of 2024. Both companies...
Friday 2 August 2024
TSMC to see HPC chip sales boom despite smartphone slowdown
TSMC has warned of a slowdown in smartphone chip demand, but is bullish about sales generated from the HPC sector.
Thursday 1 August 2024
LandMark projects 3Q24 growth from silicon photonics surge for AI, data center apps
Epitaxial wafer manufacturer LandMark Optoelectronics expects its product mix improvement to drive revenue and profit growth in the third quarter, as US silicon photonics customers...
Thursday 1 August 2024
India smartphone shipments decline as MediaTek strengthens lead in AP market
India's smartphone shipments fell by 2% last quarter, with the premium segment surging. MediaTek led the chipset market with a 54% share, while Qualcomm maintained dominance in the...
Thursday 1 August 2024
AI centers to exhaust power grids as tech giants seek green alternatives
The meteoric rise of generative AI is reshaping the tech landscape, but it's also straining power grids and raising environmental concerns. As data centers proliferate to meet the...
Thursday 1 August 2024
Taiwan III-V IC suppliers see flat client shipment pull-ins
Despite the imminent release of new models, such as the iPhone, Taiwan-based III-V compound semiconductor companies continue to identify flat client shipment pull-ins.
Thursday 1 August 2024
Qualcomm takes on MediaTek with budget 5G chip in India, targets growing PC and EV markets
Qualcomm has introduced an affordable smartphone SoC tailored for India, the world's second-largest smartphone market. This move comes as more Indian consumers opt for premium phones,...
Thursday 1 August 2024
Qualcomm reports strong Q3 results but expects flat handset market growth in 2024
Despite achieving results at the top end of its guidance, Qualcomm anticipates stable performance in the smartphone and automotive markets, even as it expands its market share in...
Thursday 1 August 2024
Supply chain insurance needed to weather geopolitical storms, but who pays the premium?
The US presidential election has injected fresh uncertainty into global supply chains. Taiwan broadband communication equipment maker Sercomm's chairman James Wang warns that companies...
Thursday 1 August 2024
MediaTek enjoys robust 4G SoC sales in emerging markets
MediaTek's 4G smartphone SoC sales in emerging markets will continue to be the primary driver of its overall mobile phone chip shipments in the third quarter of 2024, while 5G SoC...
Thursday 1 August 2024
AI servers to transform cooling supply chain, says AVC chairman
The server industry supply chain is undergoing a rapid transformation, with the most noticeable changes being in the shift toward liquid cooling from air cooling technology, driven...
Wednesday 31 July 2024
Apple reportedly opposes Tata-Vivo partnership as Vivo celebrates 10th anniversary in India
Rumors circulated that the Tata Group was in advanced talks to acquire 51% of Vivo's assets in India, amid rising pressure from the Indian government against Chinese investors. However,...