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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Thursday 19 October 2023
New Chinese firms placed on the Entity List, but US semiconductor players are not happy about it
In a new wave of updated semiconductor regulations, Chinese GPU companies Shanghai Biren Intelligent Technology and Moore Threads Technology are added to the Entity List, which will...
Wednesday 18 October 2023
Foldable iPad in intensive development; mass production to begin in 2H24 at the earliest
Supply chain sources reported that Apple is working with suppliers to develop a foldable iPad, and small-scale production could begin as early as the end of 2024. This suggests that...
Wednesday 18 October 2023
Connector makers keen to tap high-speed data transmission demand amid AI server boom
In an era of unprecedented data growth driven by devices ranging from notebooks to AI servers, the demand for high-speed data transmission at both the equipment and user ends continues...
Wednesday 18 October 2023
Pegatron steps up AI server deployment
Pegatron has stepped up its deployment in the AI server industry; at this year's OCP Global Summit, the company displayed product prototypes based on Nvidia's MGX modular reference...
Wednesday 18 October 2023
Huawei's comeback rattles Apple's iPhone 15 sales in China
Sales of Apple's latest iPhone 15 series in China are dwindling, falling behind its predecessor, iPhone 14, according to a recent research. This drop is linked not only to a general...
Wednesday 18 October 2023
How Taiwan's server and chip suppliers perceive the new round of AI GPU restrictions
The US has once again escalated its trade restrictions, and the AI chip industry is heavily affected. In addition to blacklisting China's fastest-growing GPU manufacturers, Moore...
Wednesday 18 October 2023
Phison to mass produce PCIe 5.0 retimer chips in 1Q24
Phison Electronics, a specialist in NAND flash device controllers, is set to enter mass production of PCIe 5.0 retimer ICs in the first quarter of 2024, anticipating a surge in server...
Wednesday 18 October 2023
Nvidia and Foxconn to collaborate on AI and robot production systems
Nvidia CEO Jensen Huang appeared at the Taipei Nangang Exhibition Center, where he, along with Foxconn Chairman Young Liu, jointly opened the 2023 Foxconn Technology Day (HHTD23)...
Wednesday 18 October 2023
Huawei scores big as Chinese telcos boosts its tech arsenal with smartphone and AI server orders
In a strategic move that underscores Huawei's expanding influence on the Chinese market, the tech giant is set to supply China Mobile with 1.2 million units of its latest smartphone,...
Wednesday 18 October 2023
Baidu introduces a suite of native AI applications
Baidu officially launched its Wenxin 4.0 Large Language Model (LLM) on October 17 at the 2023 Baidu World Conference in Beijing. Wenxin 4.0 is by far the most powerful Wenxin model,...
Wednesday 18 October 2023
MediaTek chip inventory shrinking
Recent increases in demand for entry-level and midrange smartphones are easing the load on MediaTek's mobile chip inventory, according to industry sources.
Tuesday 17 October 2023
Global smartphone shipments to decline in 2023, but grow each year from 2024-2028, says DIGITIMES Research
Global smartphone shipments will likely decline 6.6% year-on-year to 1.084 billion units in 2023, based on DIGITIMES Research's analyses of supply chain information, regional market...
Tuesday 17 October 2023
Manufacturing sector grapples with AI implementation challenges: aid from IPC firms
The manufacturing industry has witnessed significant changes in recent years, evolving from Industry 4.0 to smart manufacturing. A primary focus for industry stakeholders is how to...
Tuesday 17 October 2023
Nvidia B100 high-end test to begin in 2H24, benefiting OSAT players
AI server supply chain sources reveal that companies such as Foxconn subsidiary Ingrasys are currently experiencing an excessive amount of orders. Their factory workers are working...
Tuesday 17 October 2023
Nvidia CEO meets server ODMs in Taiwan
Nvidia CEO Jensen Huang is in Taiwan to meet with the company's server ODM partners, with the supply of Nvidia's H100 chips expected to be at the forefront of discussions.