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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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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.
Tuesday 17 October 2023
US said to tighten ban against Chinese chipmakers
The US Department of Commerce reportedly is preparing to extend its semiconductor sanctions against China to more Chinese IC design houses.
Monday 16 October 2023
Foxconn has launched Taiwan's first trapped ion quantum computing lab
As one of the key pivots in implementing its 3+3 transformation strategy, Foxconn (Hon Hai) Technology Group's Hon Hai Research Institute held a trapped ion quantum computing laboratory...
Monday 16 October 2023
MediaTek, Qualcomm competing on the frontier of generative AI in mobile SoCs
The MediaTek Dimensity 9300 and Qualcomm Snapdragon 8 Gen 3 are set to be officially unveiled soon, and there is significant external interest in the potential for generative AI applications...
Monday 16 October 2023
Taiwanese substrate manufacturers quiet in September; looking to demand rebound in 2024
The September revenue performances of the top three Taiwanese substrate manufacturers have been revealed along with their third-quarter revenues. Despite operations not seeing as...
Monday 16 October 2023
Satellite connectivity expected to be a new breakthrough in the smartphone market
While the global technology industry has shown signs of bottoming out recently, apart from products related to artificial intelligence (AI), the market remains sluggish, especially...
Friday 13 October 2023
Wiwynn's Malaysia site begins phase 1 mass production; phase 2 set to be completed in 2H24
On October 12, Wiwynn held the opening ceremony for its phase 1 server unit assembly factory at Senai Airport City in Johor, Malaysia. Phase 2, a motherboard production line, is also...
Friday 13 October 2023
LinkCom sees wireless charging business grow, scaling automotive-grade magnetics
Taiwan-based magnetics solution provider LinkCom Manufacturing said its networking communication customers will keep increasing the penetration rate of their Wi-Fi 6/6E wireless equipment...
Friday 13 October 2023
Growing AI computing demands result in major improvements in servers and networking
The LLM behind generative AI requires processing massive amounts of data for training and faster transmission, which has presented lucrative business opportunities for manufacturers...
Friday 13 October 2023
India no longer a golden goose for China-based smartphone brands
Despite having the most popular handset brands in India, China-based smartphone companies have been accused by India of setting up shell companies in India and involvement in illegal...
Friday 13 October 2023
TSMC to see 3nm chip sales account for 4–6% of 2023 revenue
TSMC is expected to see 4-6% of its overall sales in 2023 come from its N3 (3nm) manufacturing, thanks to orders from Apple for making processors running its iPhone 15 devices, according...
Friday 13 October 2023
IC design houses see handset stockpiling pick up
IC design houses have seen handset customers start replenishing their stocks following months of inventory correction, according to industry sources.
Friday 13 October 2023
NAND flash prices rising
Spot prices for NAND flash have increased since August and September due to suppliers' efforts to restrict output; consequently, numerous handset manufacturers have begun to actively...
Friday 13 October 2023
Android smartphone makers begin to restock their chip inventories
Android smartphone makers have recently resumed stockpiling, primarily of old-generation chips from first-tier SoC suppliers such as MediaTek, according to industry sources.
Thursday 12 October 2023
Academia: China's astonishing reverse engineering capabilities spur steep rise in US strategic concerns
Unfazed by US technological containment efforts, the release of Huawei's Mate 60 Pro 5G smartphone symbolizes a strong resurgence of China's advanced semiconductor fabrication capabilities...