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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 4 June 2024
Acer, Compal miss out on crucial supply chain for Nvidia AI chips
Nvidia CEO Jensen Huang is currently in Taiwan engaging with local partners and suppliers, which still does not include a few key local firms such as Acer and Compal Electronics,...
Tuesday 4 June 2024
Computex 2024: Focus on AI servers, AI PCs
This year's Computex is mostly centered on AI-enabled servers and PCs. However, while the opportunities for AI server firms are limitless, the outlook for AI PCs must be carefully...
Tuesday 4 June 2024
OwlTing CEO Interview: From Taiwanese blockchain startup to cross-border financial service provider
OwlTing, originally a Taiwanese startup using blockchain technologies for farm product resumes and hotelier payment systems, has made remarkable strides in transformation and acquisition...
Tuesday 4 June 2024
India data center capacity expected to skyrocket in two years
India has surpassed Japan and Australia, becoming Asia's second-largest data center hub after China. Data center capacities in the country are expected to nearly double in the next...
Tuesday 4 June 2024
AMD outlines AI accelerator roadmap through 2026
AMD has released its roadmap for forthcoming AI accelerators until 2026, which includes the MI350, which will be manufactured utilizing TSMC's 3nm process technology.
Monday 3 June 2024
China-manufactured foldable OLED shipments to surpass Samsung Display in 1H24, says Omdia
China's flexible OLED manufacturers have been rapidly advancing their technology and boosting their shipments, posing a substantial challenge to Samsung Display's dominance.
Monday 3 June 2024
Foxconn AI server revenue set to surge 40% in 2024, top NT$1 trillion in 2025
Foxconn Technology is set to experience a robust 40% growth in AI server revenue for 2024.
Monday 3 June 2024
AMD intros new Instinct, Ryzen, and EPYC processors for data centers and PCs
Lisa Su, CEO of AMD, unveiled today (June 3) at the Computex 2024 opening keynote address new leadership CPU, NPU, and GPU architectures that will enable end-to-end AI infrastructure...
Monday 3 June 2024
How is Huawei's Ascend 910B outperforming Nvidia's H20 despite lower specs and higher prices?
Foreign media outlets recently reported that due to poor demand for the China-tailored H20 series AI chips, Nvidia has lowered the prices of the H20 series chips. Several supply chain...
Monday 3 June 2024
Nvidia dominates AI-driven data center processor market, Google rises to third place with custom TPUs
Driven by the generative AI boom, Nvidia has solidified its dominance, capturing over half of the data center processor market. Its market share sits between 58% and 70%, depending...
Monday 3 June 2024
Nvidia's Jensen Huang discloses next-gen Rubin platform and physical AI vision at NTU keynote
Doing a keynote before the Computex starts and during the evening at Taiwan's top university stadium is something nobody had ever tried before. However, Nvidia CEO Jensen Huang is...
Friday 31 May 2024
New economic minister: Stable power supply essential to keep semiconductor and AI sectors in Taiwan
If Taiwan does not have enough power supply, the semiconductor and Artificial Intelligence (AI) industries will not stay in Taiwan, commented Kuo Jyh-Huei, the new minister of economic...
Friday 31 May 2024
Zhen Ding prepares for advanced developments, discusses AI server opportunities
Charles Shen, Chairperson of Zhen Ding, the major PCB company, stated that the first half of 2024, as in previous years, is the off-season for operations. However, compared to the...
Friday 31 May 2024
InWin eyes AI server boom with advanced cooling tech
Server system supplier InWin is capitalizing on the surging demand for AI servers, driven by the increasing need for efficient GPU cooling.
Friday 31 May 2024
India sees third consecutive year of declining FDI inflows
In the past fiscal year, India experienced a decline in FDI inflows due to external factors and domestic investment saturation.