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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 6 May 2024
Navigating the road to 6G: balancing innovation with sustainability
In the fast-paced world of telecommunications, the race towards 6G is already underway, with the groundwork laid by the maturation of 5G technology.
Friday 3 May 2024
Apple's surprise iPhone China growth leaves lingering questions
Apple Inc. surprised investors with a decent beat on quarterly revenue from China, countering months of data that showed a quickening decline in iPhone sales.
Friday 3 May 2024
Imec.xpand launches EUR 300M fund amid global race for semiconductor supremacy
Imec.xpand, an independent global venture capital fund, today announced the launch of a new EUR 300 million fund aimed at accelerating the growth...
Friday 3 May 2024
TSMC dominates global foundry market with 61% market share in 4Q23, says Counterpoint
Counterpoint released the global foundry market share ranking for the fourth quarter of 2023, showing that TSMC maintained its leadership status with a 61% market share driven by...
Friday 3 May 2024
Microsoft CEO wraps up Southeast Asia tour, pledging billions into AI talent boost and establishment of data centers
Microsoft CEO Satya Nadella's tour across Southeast Asia has concluded, having visited three key countries: Indonesia, Thailand, and Malaysia, as part of the company's strategic outreach...
Friday 3 May 2024
Samsung's MX division scores stellar 1Q24 results fueled by AI-powered Galaxy S24 success
Bolstered by strong sales of its first AI smartphone, the Galaxy S24 series, which debuted earlier this year, Samsung Electronics Mobile eXperience (MX) division achieved remarkable...
Friday 3 May 2024
Apple attributes sales decline to previous high base, anticipates growth in coming quarter
Apple reported a fall in sales over the past quarter due to the high base effect and a few product launches a year ago. Apple anticipates a return to growth in the current quarter...
Friday 3 May 2024
Catching up the smartphone craze in China: Huawei, Xiaomi, Oppo, and Vivo take actions
In the first quarter of 2024, Huawei's revenue and net profit showed remarkable annual growth rates of 37% and 564% respectively.
Friday 3 May 2024
AI fuels Taiwan GDP growth in 1Q24
Taiwan's GDP increased by 6.51% from the previous year in the first quarter of 2024, outpacing South Korea's 3.4% and Singapore's 2.7%, thanks to exports of AI chips and AI servers...
Friday 3 May 2024
Turning away from price slashing in China, IPC makers look toward Southeast Asia
Smart manufacturing and edge computing trends have led to renewed demand in the Industrial PC (IPC) market.
Friday 3 May 2024
Qualcomm, MediaTek unfazed by Huawei rebound
Leading handset chip vendors Qualcomm and MediaTek are unlikely to be alarmed by Huawei's fast rebound in China's smartphone market, according to industry sources.
Friday 3 May 2024
Apple to emerge from slump in 2H24, says supply chain
Apple is expected to rebound from a lackluster first half of 2024, with shipments of both iPhones and Mac computers picking up in the latter part of the year, say supply chain sources...
Thursday 2 May 2024
CHPT expects probe card orders to pick up in 2H24
Chunghwa Precision Test Tech (CHPT), an IC test interface solutions provider, is optimistic about demand spurred by AI servers and smartphones and projects a surge in probe card orders...
Thursday 2 May 2024
Chinese telecom giants vie for AI supremacy with massive server procurements
In response to the flourishing development and expanding applications of AI, a race to acquire the most AI servers between China's trio of telecom giants has been ignited.
Thursday 2 May 2024
AI server power supplies and cooling behind Lite-On's strong showing
Lite-On Technology reported NT$28.776 billion (US$882.5 million) in revenue for the first quarter of 2024, marking a decrease of 22% from the previous quarter, and a 15.8% drop yea...