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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 22 November 2023
Nvidia sees growth in other markets to offset sales slump in China in near term
Nvidia posted impressive growth in its latest financial results and expects another explosive growth in the current quarter. The updated export curbs by the White House have yet to...
Tuesday 21 November 2023
Board manufacturers' planning for servers finally paid off as Gigabyte and Asus reap results
The AI server trend led by Nvidia continues to rise. Not only are traditional industry chains like Quanta, Foxconn, and Wistron fighting over the opportunities, but board manufacturers...
Tuesday 21 November 2023
Generative AI is all the rage, who can monetize from the trend?
Global opportunities in the generative AI (GenAI) application market have exploded with the rise of ChatGPT, leading to a substantial increase in demand for AI-related hardware and...
Tuesday 21 November 2023
Navigating the ESG frontier: AI datacenter supply chain embracing green energy
Data centers, once labeled as "energy monsters," are facing heightened scrutiny due to the increasing water and electricity demands driven by artificial intelligence (AI). In response...
Tuesday 21 November 2023
Global smartphone market likely to fall in 2023, China and India in focus in 2024
Despite the recent resurgence in demand for mid to low-range smartphones and accelerating destocking in components, the global smartphone market is likely to decline in 2023
Tuesday 21 November 2023
Apple eyes increased iPhone production amid Improving labor conditions
Apple is reportedly looking to ramp up iPhone production in India, aiming for nearly US$1 trillion worth of iPhones by next March, a contrasting sign from declining handset shipments...
Tuesday 21 November 2023
Panel and optical industries lead charge in expected export growth
In its November 20 report on export statistics, Taiwan's Ministry of Economic Affairs (MOEA) sees opportunities for an end to the 14-month-long consecutive negative growth. Order...
Tuesday 21 November 2023
Qualcomm, MediaTek roll out midrange mobile SoCs
Qualcomm and MediaTek have extended their competition beyond the flagship market category with the debut of their new midrange mobile SoCs: Qualcomm's Snapdragon 7 Gen 3 and MediaTek's...
Monday 20 November 2023
Global server shipments expected to rise for both quarters in 2H23, says DIGITIMES Research
Global server shipments increased 1.5% quarter-over-quarter in third-quarter 2023 as previously expected, mainly driven by brand vendors launching new platforms, while overall server...
Monday 20 November 2023
Chinese share in global top supercomputers sees sharp drop amid US chip export curbs
According to the latest supercomputer system ranking, China's position declined sharply after the export restrictions imposed by the US government, with the US widening its lead over...
Monday 20 November 2023
Canalys: US smartphone market recovered sequentially in 3Q23
Market research firm Canalys recently published a research report showing that the US smartphone market shrank another 5% year-on-year in the third quarter of 2023, but shipments...
Monday 20 November 2023
India data center market to grow 25%, green data centers essential: CapitaLand
Lifted by a push to localize data and overall economic growth, India is expected to see a surge in data centers, according to CapitaLand, a real-estate company that specializes in...
Monday 20 November 2023
Weekly news roundup: Samsung reportedly to produce 4nm chips for AMD and other top stories
These are the most-read stories during the week of November 13-17:
Monday 20 November 2023
Grand-Tek forges ahead despite challenges, eying growth in infrastructure and charging cable markets
Taiwan-based Grand-Tek Technology, specializing in outdoor antennas, RF cable assembly, and subsystems, faced a revenue decline in 2023 due to global political instability, inflation,...
Friday 17 November 2023
Apple's effort to replace Qualcomm chip in iPhone falls further behind
Apple Inc. has fallen further behind in its multibillion-dollar effort to make a modem chip for the iPhone, stymied by the complexity of replacing an intricate Qualcomm Inc. compon...