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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 5 March 2024
Delta Electronics doubles growth in AI servers; four major domains maintain their momentum
Although there are still many uncertainties in 2024, and the growth potential of EVs has been adjusted downward due to market influences, Delta Electronics chairman Yancey Hai mentioned...
Tuesday 5 March 2024
China tech leaders propose AI policy advice amid mounting pressure on economic growth
For the first time in three decades, the press conference of China's Premier after the "Two Sessions" was scrapped, reflecting unspeakable pressure to face grilling questions regarding...
Tuesday 5 March 2024
Largan Precision sees record revenue in the first two months of 2024
Encountering the traditional off-season of the optical industry, Largan Precision announced its February revenue on the 5th, showing a month-on-month decline and a year-on-year increase,...
Tuesday 5 March 2024
Quanta's Barry Lam: AI server shipments in 2024 will be excellent
On March 4, Quanta chairman Barry Lam attended the annual meeting of the Institute for Biotechnology and Medicine Industry (IBMI) and acted as the keynote presenter for Asus chairman...
Tuesday 5 March 2024
Apple's reliance on iPhone in India increases as other products witness sales fall
Apple and iPhone manufacturers benefited from the surging sales of the premium smartphone models, while other Apple products were declining, leading to a much higher dependence on...
Tuesday 5 March 2024
Mobile SoC suppliers enhancing chip platforms for AI smartphones
Generative AI is the next key development trend in the mobile phone market, driving mobile phone SoC makers MediaTek and Qualcomm to enhance related offerings and services in anticipation...
Tuesday 5 March 2024
Supply chain remains skeptical of AI PCs driving wave of device replacements
As AI continues to dominate talk in the market, makers of smartphones, notebooks, PCs, and other products that have already plateaued are all trying to leverage the AI boom to increase...
Tuesday 5 March 2024
AI smartphones unlikely to gain significant traction for another 2-3 years
The launch of Samsung Electronics' Galaxy S24 series of flagship AI-capable smartphones has prompted many other companies to follow suit, making 2024 the first year of AI mobile phone...
Monday 4 March 2024
RichWave sees strong Wi-Fi 7 adoption in 2024, driven by notable telecom market recovery in China
Taiwan's RichWave Technology, a specialized RF front-end module (FEM) supplier, projects robust growth in Wi-Fi 7 adoption for 2024, buoyed by recovering telecom bidding projects...
Monday 4 March 2024
Chinese chip industry's space race behind the curtain of MWC 2024
On the sidelines of the overarching US-China tech rivalry unfolding across multiple domains, the Mobile World Congress (MWC) Barcelona 2024 took place between Feb. 26 - 29, featuring...
Monday 4 March 2024
Huawei expands data centers overseas, driven by AI demand
After providing cloud services in Egypt, Huawei is also set to build its first artificial intelligence (AI) cloud computing center in Hong Kong. Cloud services have already contributed...
Monday 4 March 2024
Apple's next AI step: terminal devices, open-source LLMs, and software tools
Apple's recent bombshell of canceling its decade-long EV project, Titan, has sent shockwaves through the industry. However, amidst the fallout, a surge in acquisitions, research,...
Monday 4 March 2024
Global semiconductor revenue to top US$600 billion in 2024, says DIGITIMES Research
In 2023, the worldwide semiconductor market faced challenging conditions. Amidst various uncertainties including geopolitics and the broader economy, DIGITIMES Research projects that...
Monday 4 March 2024
Apple's AI pivot: the challenges and the quest for new alliances
Apple's bold move to scrap its decade-long car project in favor of a full-fledged pivot to AI development highlights the industry's evolving landscape. While Apple boasts numerous...
Friday 1 March 2024
Up periscope! The companies hitting the jackpot in the 2024 smartphone lens lottery
Periscope lenses are set to become the staple of high-end smartphones.