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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 11 January 2024
Quanta's server business achieved double-digit growth in 2023 due to AI servers
Quanta stated that in 2024, the demand for AI server orders will remain strong. However, key component shortages persist and are only expected to be resolved in the second half of...
Thursday 11 January 2024
Microloops sees strong demand for AI cooling solutions
Thermal module manufacturer Microloops Company expressed optimism over its business outlook in 2024, anticipating a recovery in NB due to AI PC and discontinuation of Microsoft Windows...
Thursday 11 January 2024
Manufacturing faces 5G challenges: turning vision into reality demands economic gains
The adoption of 5G technology marks a paradigm shift in the manufacturing landscape, paving the way for smart manufacturing.
Thursday 11 January 2024
AI steers PC market recovery amid economic uncertainty
Amidst the pandemic-fueled boom in 2020, the global PC market witnessed an unprecedented surge in demand.
Thursday 11 January 2024
China's Company Law shakeup spooks S. Korean businesses
China's sweeping December 29, 2023, amendments to its Company Law have seen foreign compliance teams scrambling to figure out the new rules and have South Korean businesses feeling...
Thursday 11 January 2024
From components to cosmos: the evolving landscape of the satellite supply chain in 2024
A new star war is unfolding. Sprawling satellite constellations are taking shape in low-Earth orbit(LEO), heralding the dawn of a new era in space-based connectivity.
Wednesday 10 January 2024
Automotive and cloud applications estimated to drive Lite-On growth in 2024
Due to the weaker-than-expected growth momentum in the second half of 2023, Lite-On's consolidated revenue for the second half of 2023 amounted to NT$148.336 billion (US$5.4 billion)...
Wednesday 10 January 2024
AI everywhere in 2024: unveiling trends, transformations, and emerging ecosystems
On January 4, 2024, the Consumer Technology Association, organizer of CES, released a press release titled "What Not to Miss at CES 2024", and AI was at the top of the list. A stark...
Wednesday 10 January 2024
Oppo ditches chip design project, but retains Zeku architecture crew
In the era of artificial intelligence (AI), major cloud computing companies, including Google, Microsoft, Amazon, etc., are competing to invest in in-house chip design capability.
Wednesday 10 January 2024
HPE to acquire Juniper in a US$14 billion deal, positioning for the AI era
As generative AI is reshaping the technology industry, cloud and data center solution provider Hewlett Packard Enterprise (HPE) announced the acquisition of networking equipment company...
Wednesday 10 January 2024
Notebook ODMs post revenue decreases in 2023; outlook uncertain for 2024
Taiwanese ODMs Quanta Computer, Compal Electronics, Wistron, and Inventec saw revenues decline in 2023. However, the outlook for this year remains uncertain.
Tuesday 9 January 2024
Samsung to unveil Galaxy S24 series in AI-centric Unpacked event
Samsung Electronics is set to host its annual Unpacked event on January 17th at the SAP Center in San Jose. The event, themed "Opening a New Era of Mobile AI," is eagerly anticipated...
Tuesday 9 January 2024
Taiwan startups showcase tech prowess in smart charging, solid-state battery, and beyond at CES 2024
The Consumer Electronics Show (CES) 2024, held in Las Vegas from January 9-12, has become a showcase for Taiwan's technological innovation, with a group of 14 startups organized by...
Tuesday 9 January 2024
AI GPU shortage is only temporary, says IBM Taiwan GM
Taiwan's IBM General Manager, Nelson Lee, sheds light on the three pivotal elements driving AI development—data, computing power, and algorithms/models.
Tuesday 9 January 2024
Samsung may see 2023 operating profit fall over 80%
Samsung Electronics has provided revenue and operating earnings estimates for the fourth quarter of 2023 that are not in line with market expectations. Market sources speculate that...