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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
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...
Thursday 12 October 2023
SiFive launches RISC-V HPC solutions for Generative AI and deep learning
SiFive, Inc., a pioneering force in RISC-V computing, has unveiled a pair of groundbreaking products to cater to the ever-growing demands of high-performance computing. The new SiFive...
Thursday 12 October 2023
Co-founder of Lava arrested in India due to connection to Vivo money laundering case
India arrests four individuals on charges related to the Vivo money laundering case, indicative of India's hard-line stance on Chinese companies operating in the South Asian countr...
Thursday 12 October 2023
A great quarter for the optics industry: brief on Largan and GSEO performance
Peak season effect has been going strong for the optics industry as the telecommunication electronics industry recovers. This is set against the backdrop of an economic downturn from...
Thursday 12 October 2023
Small- and medium-size DDIs carry the weight in 3Q23 and 2H23
Industry sources have indicated that only small- and medium-size display driver ICs (DDIs) are experiencing the due peak season effects, and this is mainly because most clients had...
Wednesday 11 October 2023
Samsung reported better-than-expected interim results, chip recovery to experience delays
Samsung Electronics reported its interim financial results for the third quarter, which shows improvements in its display and smartphone businesses, while the recovery of its chip...
Wednesday 11 October 2023
Supermicro highlights AI as next industrial revolution; foundation of new era lies with digital data creation, storage, and processing
In 2024, the semiconductor sector will face several major changes. At the forefront of these changes are innovations in high-performance computing (HPC) and AI server supply chains...
Wednesday 11 October 2023
Galaxy S24 reportedly to use APs from both Samsung and Qualcomm
Samsung Electronics is set to launch its flagship smartphone Galaxy S24 series in 2024, and has reportedly confirmed the simultaneous adoption of its in-house new-generation application...
Wednesday 11 October 2023
AMD to acquire open-source AI software specialist
AMD has announced the signing of a definitive agreement to acquire Nod.ai to expand the company's open AI software capabilities.
Wednesday 11 October 2023
India emerges as a communication devices exporter
Thanks to global diversification efforts and fiscal support by the Indian government, the South Asian country has begun to emerge as a production hub for telecom and networking products...
Wednesday 11 October 2023
India roundup: Apple reportedly absorbs rising costs of made-in-India iPhones
India's incentive policy reportedly cannot make up for the disadvantage cost gap for making in India. India's homegrown chipmakers announced developments for the past few weeks.
Wednesday 11 October 2023
China prepares for data center construction surge to double computing power by 2025
As computing power becomes significant information infrastructure in the AI age, representing the competitiveness of a country, China aims to nearly double its computing power in...
Friday 6 October 2023
DIGITIMES Research highlights the market currents of AI servers and bottlenecks within the supply chain
Recent news reports suggest that the generative AI trend may be losing momentum, and Microsoft has initiated a reduction in its orders for Nvidia's H100 AI chips. However, rather...
Friday 6 October 2023
Imec team showcases datacom transceiver breakthrough on SiPh platform
Researchers from IDLab, an Imec research group at Ghent University, Belgium, presents an optical receiver capable of 200Gbps data rate at the European Conference on Optical Communication...