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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 8 February 2024
Arm posted strong results and guidance, indicating recovery in chip demand
Arm released upbeat financial results based on signs of recovery in the smartphone market and increasing penetration of Arm-based chips in the server market that has benefitted from...
Wednesday 7 February 2024
Nvidia teams up with Singtel to deploy AI in Southeast Asian data centers
Singapore Telecommunications Limited (Singtel) announced a partnership with Nvidia to deploy AI in its data centers across Southeast Asia, offering customers access to Nvidia AI GPU...
Wednesday 7 February 2024
Quanta leadership heads frontline charge as notebook ODMs compete for orders
As geopolitical factors continue to disrupt the conventional order, Quanta's top brass has been called into action, with vice chairman C. C. Leung personally heading to notebook juggernaut...
Tuesday 6 February 2024
Server shipments escape from YoY decline in 1Q24, says DIGITIMES Research
Based on DIGITIMES Research's statistics, first-quarter 2024 global server shipments are expected to climb 1.7% sequentially and resume year-on-year growth. Leading US-based cloud...
Tuesday 6 February 2024
China SiC capabilities push means global competition: Q&A with SAS chairperson Doris Hsu (II)
With the government's support, Chinese companies have scaled the silicon carbide (SiC) segment and secured partnerships with some international IDMs. In the second part of an interview...
Tuesday 6 February 2024
GaAs foundry Win Semi 4Q23 fab utilization rises to 60%
Win Semiconductors, a GaAs foundry, saw its fab utilization rates rise to 60% on average in the fourth quarter of 2023, up from 50% in the previous quarter, thanks to replenishment...
Monday 5 February 2024
Apple's 1Q24 revenue rebounds despite China, AI, Vision Pro challenges
Apple's fiscal report for the first quarter of fiscal year 2024 revealed a revenue of US$119.6 billion.
Monday 5 February 2024
Intumit innovates customer service with Microsoft partnership and GenAI integration
Intumit has been at the forefront of natural language processing technologies for over two decades. The Taiwan-based company has long enjoyed its close collaboration with Microsoft...
Monday 5 February 2024
India surprised the manufacturing industry by not extending concessional tax rate to startups
According to the latest Interim Budget, India did not extend the concessional tax for manufacturing startups as the industry had previously expected, a decision not beneficial to...
Monday 5 February 2024
Markets tank as Trump threatens 60% tariff on Chinese goods if elected
Former US President Donald Trump has said that if he is elected as the next US president, he may impose tariffs of more than 60% on mainland Chinese goods and believes he must do...
Monday 5 February 2024
India roundup: India lowers import duty on mobile phone components
India reduces import customs duty on mobile phone components. Notebook vendors accelerated production expansion in India. Apple saw another quarterly sales record in India.
Friday 2 February 2024
The future of Taiwan's post-pandemic gaming is 5G and esports
The key to growth in Taiwan's gaming industry slowing lies in 5G penetration and affordable high-speed transmission plans.
Friday 2 February 2024
Rohm scales back earnings forecasts as SiC business remains the only driver
The decline of demand for PCs and industrial machines is impacting Rohm Semiconductor. The Japan-based company has also seen its automotive business slow while SiC power semiconductor...
Friday 2 February 2024
AI to fuel Samsung's smartphone business turnaround through flagship models
According to Samsung Electronics' financial report for the fourth quarter of 2023, the revenue and operating profits of Samsung's mobile eXperience (MX) and Networks division saw...
Friday 2 February 2024
Tata reportedly in talks with Pegatron for iPhone manufacturing partnership
Tata is reportedly discussing forming a joint venture with Pegatron regarding a new iPhone manufacturing facility in southern India. Tata may be asking for technical support to ramp...