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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 2 February 2024
Taiwan's secret AIoT weapon can break China's red supply chain
Nexcom's chairman said the key to defeating China's self-contained supply chain is AIoT.
Friday 2 February 2024
Navigating generative AI in business: RAG key to LLM optimization
As generative AI becomes more integrated into business applications, business owners increasingly focus on professionalization and addressing hallucination issues. Recent discussions...
Friday 2 February 2024
AMD's MI300 steals the show of AI PC processors
Although AI PC has become a hot topic the market has been following lately, AMD's AI GPUs, such as the MI300, were the center of attention during AMD's latest earnings call.
Friday 2 February 2024
Excluding China from 6G standard development risks fragmentation
As the latest 5G standard, Release 18 (R18), is set to be officially frozen by the global mobile communication standards organization 3GPP in March 2024, it can be expected that 5G-Advanced...
Friday 2 February 2024
AI in flagship smartphones to drive momentum in 2024, say MediaTek and Qualcomm
Mobile SoC powerhouses MediaTek and Qualcomm issued their latest financial reports and forecasts this week. Both companies reported stellar shipment volumes as they rode the Android...
Friday 2 February 2024
Foxconn, Pegatron to see challenges in iPhone orders
Taiwan-based contract manufacturers Foxconn and Pegatron are unlikely to see significant gains in momentum from assembling iPhone devices in 2024, amid intensifying competition from...
Friday 2 February 2024
Apple sees double-digit sales fall in China and flat growth in R&D spending
Apple returned to revenue growth over the last quarter, while a double-digit fall in sales in China and decelerating R&D investments cast a shadow over its prospects.
Thursday 1 February 2024
US accuses Chinese memory chipmaker, AI firms of aiding PLA
The Pentagon added China's leading memory chipmaker and prominent players in AI, energy, and automobiles to a href="https://media.defense.gov/2024/Jan/31/2003384819/-1/-1/0/1260H-LIST.PDF"...
Thursday 1 February 2024
IMF optimistic for 2024 trade as Taiwan's electronics exports skyrocket
After 2023's challenges of war, inflation, inventory issues, reduced export orders, and a slowdown in machinery and equipment imports, the International Monetary Fund (IMF) gave global...
Thursday 1 February 2024
Qualcomm returns to growth, warns of persisting near-term high inventories
After experiencing four consecutive quarters of declining sales and earnings year-on-year, Qualcomm's latest report signaled a resurgence in growth.
Thursday 1 February 2024
Samsung reclaims top position in smartphone market in India, Apple leads in smartphone revenue
Samsung regained its top position in India's smartphone market in 2023, with Xiaomi mounting a comeback in the fourth quarter. iPhone shipment surpassed 10 million units in India,...
Thursday 1 February 2024
MediaTek eyeing bigger presence in flagship smartphone SoC
IC design house MediaTek is aiming for a larger share of the flagship smartphone SoC market and remains optimistic about various edge AI applications centered on AI phones.
Thursday 1 February 2024
Huawei Mate 70 expected to launch in September
The follow-up to Huawei's Mate 60 smartphone, tentatively named Mate 70, is rumored to be released on schedule in September, putting it in a head-to-head competition against the upcoming...
Thursday 1 February 2024
No off-season in 2024 for server makers as AI bolsters growth
Leading US server brand Supermicro has been among the first companies to release its financial report for the preceding quarter, and its optimistic forecast for the current season...
Thursday 1 February 2024
WT Micro sees AI server application orders generate more revenue
IC distributor WT Microelectronics anticipates that revenue generated from orders related to AI server applications will more than double year-on-year in the first quarter of 2024,...