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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 19 December 2024
Rafael targets RF, optical communications, and SoC product lines for 2025
Rafael Microelectronics has outlined its revenue performance for 2024 and future growth strategies, highlighting steady shipment and revenue growth for its wideband RF product line,...
Thursday 19 December 2024
Apple halts effort to build iPhone hardware subscription service
Apple has halted work on a project to build an iPhone hardware subscription service, according to people familiar with the matter, retreating from an attempt to change the way consumers...
Thursday 19 December 2024
CDUs become new bottleneck in GB200 server mass production
Long delivery times for cooling distribution units (CDU) are reportedly why increased production of GB200 server racks has been delayed from the first quarter of 2025 to the second...
Thursday 19 December 2024
Micron sees data center-driven record sales, but guidance disappoints
Micron Technology reported record fiscal first-quarter revenue driven by data center SSD sales, which now represent over half of total revenue. While HBM shipments doubled quarter...
Thursday 19 December 2024
Micron is optimistic about HBM demand and AI growth despite market challenges
After revealing the latest financial results, Micron held an earnings call, discussing the recovery paces across markets. The company is optimistic about the demand for HBM as it...
Wednesday 18 December 2024
Advantech aims to dominate edge computing and AI markets with strategic shift
Advantech has announced its ambitious plans to establish dominance in the rapidly growing sectors of edge computing and artificial intelligence (AI). Chairman KC Liu revealed the...
Wednesday 18 December 2024
Google's smart glasses vision: Project Astra enters testing phase
Ahead of the holiday season, Google introduced the Gemini 2.0 model alongside its Android XR operating system and released a video highlighting advancements in Project Astra. Despite...
Tuesday 17 December 2024
Tech giants prioritize cost-performance ratio for AI investment; Nvidia's computing clusters gain traction
US cloud service providers (CSPs) are entering a new phase of AI investment, with continued growth in capital expenditures (capex), driving short-term demand for high-end AI chips...
Tuesday 17 December 2024
China targets Nvidia as cloud firms navigate AI chip restrictions
The Chinese government has ramped up actions against Nvidia, including reopening antitrust investigations and abruptly removing all products from the company's Tmall flagship store...
Tuesday 17 December 2024
Compeq to begin mass production at new Thailand plant in 1Q25
Taiwan-based tier-1 high-density interconnect (HDI) board maker Compeq Manufacturing has opened its first production base in Southeast Asia located in Thailand. The facility will...
Tuesday 17 December 2024
AI boom drives networking supply chain growth
The explosive growth in AI adoption has created opportunities beyond traditional computing sectors, with networking suppliers emerging as major beneficiaries. While Broadcom, a leader...
Tuesday 17 December 2024
Intel's chip delays disrupts Taiwan PC and server supply chain
Intel CEO Pat Gelsinger retired on December 1, 2024, leaving CFO David Zinsner and senior executive Michelle Johnston Holthaus to serve as interim co-CEOs. While the board works to...
Tuesday 17 December 2024
Japan fast-tracks next-gen supercomputer development for 2030
The Japanese government has accelerated plans to develop a next-generation supercomputer by the fiscal year 2030, succeeding the renowned Supercomputer Fugaku. This ambitious project,...
Monday 16 December 2024
Data centers' race to cool AI drives liquid tech boom
As artificial intelligence (AI) strains data center cooling limits, a seismic shift from traditional air systems to liquid cooling solutions is reshaping the US$5 billion thermal...
Monday 16 December 2024
TCL chairman: tri-fold smartphone tech is ready; market demand will determine launch
Following Huawei's recent advancements, TCL, a leading Chinese home appliance brand, has revealed its dual-folding technology, signaling potential plans for a tri-fold smartphone...