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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
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...
Friday 10 May 2024
AI helps TSMC create second-highest monthly revenue in April
TSMC reported consolidated net revenue of over NT$236 billion (US$7.3 billion) in April 2024 while Apple's iPhone deliveries slowed and the company still experiences the aftereffects...
Friday 10 May 2024
BIS adds 37 Chinese entities to Entity List, highlighting quantum tech concerns
In a recent move aimed at bolstering national security measures, the US Commerce Department's Bureau of Industry and Security (BIS) has added 37 People's Republic of China (PRC) entities...
Friday 10 May 2024
Tech titans bet big: billion-dollar investment wave into AI infrastructure raises concerns
As financial reports unveil, industry heavyweights Amazon, Alphabet, Microsoft, and Meta are pouring significant resources into AI infrastructure.
Friday 10 May 2024
Boosted by AI servers, motherboard giants Asus, Gigabyte buck headwinds as revenues soar
Even with the slow recovery in the PC market, continued healthy demand for motherboards and the AI server trend have helped Asus and Gigabyte maintain revenue growth into April 2024,...
Friday 10 May 2024
As AMD expands desktop market share, supplier ASMedia forecasts bright prospects for 2024
As an exclusive ODM supplier for AMD's desktop chipsets, ASMedia Technology saw inventory turnover boost its gross margin to 59% in the first quarter of 2024, a marked improvement...
Friday 10 May 2024
India sees 8% YoY in smartphone shipments in 1Q24, Vivo emerges as leader for first time
India saw an 8% increase year-on-year in smartphone shipments in the first quarter, fueled by healthy inventory levels and a push toward premium models. Vivo took the lead with an...
Friday 10 May 2024
Apple said to have signed pact with Samsung Display for foldable devices
Apple reportedly has struck an agreement with South Korean panel supplier Samsung Display (SDC) for the development of foldable devices, according to speculation from the supply chain,...
Thursday 9 May 2024
Former NSA boss calls for more aggressive policy to thwart hacks
The US must undertake a "full-time surge" to combat the rise in cyberattacks that are undermining US national security, the recently departed head of the National Security Agency...
Thursday 9 May 2024
Power surge: Taiwanese firms charge ahead in next-gen AI supply race
The surge in computational power of next-gen AI hardware has birthed a booming market for stable and efficient electric supply.
Thursday 9 May 2024
Alltek accelerates developing wide band-gap semiconductors due to data center electricity demand
Hung-chang Hsieh, CEO of the IC distributor Alltek Technology, stated that in recent years, the increase in interest rates has led to higher financial costs and changes in industry...
Thursday 9 May 2024
AI servers buoy Wistron April revenue
April revenue for Wistron was a record high for the same period in previous years.
Thursday 9 May 2024
Major CSPs account for nearly 70% market share as AI demand drives cloud computing growth
With the release of Amazon's latest earnings report, the revenue performances of the top three North American cloud computing service providers (CSPs) for the first quarter of 2024...