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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Thursday 21 December 2023
Charting the next frontier of AI evolution
In 2023, the generative AI market is poised to generate approximately US$3.7 billion in total revenue (physical infrastructure not included), as highlighted in a recent report by...
Thursday 21 December 2023
The implication of Foxconn subsidiaries added to Unverified List
The US Bureau of Industry and Security (BIS) announced an update of the Unverified List on December 19, and two Foxconn subsidiaries were shockingly among the 13 companies added to...
Thursday 21 December 2023
China's glory as the sole smartphone manufacturing hub is no more
The migration of smartphone supply chains is making a dent in China's production outputs, according to Chinese media Yicai. The number of smartphones manufactured in China decreased...
Thursday 21 December 2023
Qualcomm likely to control 80% of GenAI smartphone chip market
A recent report by Counterpoint Research predicts that Qualcomm will acquire more than 80% of the generative AI (GenAI) smartphone chip market over the next two years, while MediaTek...
Thursday 21 December 2023
Taiwan's electronics export orders rebounded in November, ending 12 consecutive months of annualized decline
Taiwan's export orders for electronics products surged by 3.5% year-on-year to reach $17.8 billion in November, driven by increased orders received by IC design houses and chip channel...
Wednesday 20 December 2023
Microsoft, PwC partner to create smart carbon exchange platform targeting Taiwanese SMEs
In response to the carbon management needs of 1.63 million small and medium-sized enterprises (SMEs) in Taiwan, Microsoft Taiwan and PwC Taiwan have joined forces to introduce the...
Wednesday 20 December 2023
The fusion of AI and IoT paves the way for Taiwan's tech pioneers
The AI landscape has hit a new milestone with the advent of cutting-edge technologies such as Generative AI and Large Language Models (LLM). The rise of these next-gen AI technologies,...
Wednesday 20 December 2023
India introduces draft telecom bill, beneficial to satellite communication operators
India made a large overhaul with the introduction of the telecom bill in the Lok Sabha, the lower house of India, and satellite operators, such as Starlink, are expected to benefit...
Wednesday 20 December 2023
Optics industry coasts along rising smartphone shipments
After a three-year slump, the market for smartphone camera lenses is showing signs of recovery, with optics companies posting stellar results. While Apple has been going into overdrive...
Tuesday 19 December 2023
AI PCs to boost semiconductor demand but beware China's legacy chip flood
The semiconductor industry went through a year-long correction over the past year. With smartphone and PC inventory correction finally ending, new hopes are emerging on the horizon...
Tuesday 19 December 2023
You too may one day have your own satellite: Tim Culpan
The Space Race, launched more than 60 years ago, kickstarted an unprecedented boom in travel and communications beyond our planet. But it was a realm only available to national governments...
Tuesday 19 December 2023
Counterpoint reveals rising interest in iPhone beyond tier-1 cities in India
Industry intelligence provider Counterpoint data shows that amid a premiumization trend, a growing interest in iPhones is seen beyond tier-1 cities in India, where Apple hinges its...
Tuesday 19 December 2023
Huawei's Nova 12 rumored to include 7nm Kirin 9000S, demonstrating sufficient capacity
Nvidia CEO Jensen Huang recently admitted that Huawei is a formidable competitor. Huang, however, downplayed the significance of Huawei's 7-nanometer chip, stating that there is nothing...
Tuesday 19 December 2023
Compal anticipates gross profit margin rise with smart healthcare investments
Notebook (NB) PC original design manufacturer Compal Electronic's investments in smart healthcare technologies and life science are bearing fruit, and are expected to raise its overall...
Tuesday 19 December 2023
As cloud services buck economic downturn, eCloudvalley sees revenues rise
Cloud services have thrived amid the economic downturn, with infrastructure provider eCloudvalley Digital Technology reporting continued growth in 2023 driven by demand from Taiwan...