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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 22 September 2023
MLCC firms to see growth restored in 1H24
Despite anticipation that the launch of Apple's new iPhones may stimulate handset demand, Taiwan-based MLCC suppliers may not see their sales growth resume until the first half of...
Friday 22 September 2023
Keysight welcomes three future trends: wireless communication, automotive revolution, high-speed interconnection
Testing and measurement instrument/software maker Keysight held an electronic measurement forum on September 20, where it shared its observations and strategies on three major topics:...
Friday 22 September 2023
New directions in the cloud: GenAI and new markets
CloudMile, a leader in AI cloud solutions, is positioning itself as the driving force building a complete ecosystem in the GenAI industry and also as a key player in helping clients...
Friday 22 September 2023
AI GPU demand remains strong, says AWS
AI GPU demand remains strong and the chip shortage has yet to have a significant impact on Amazon Web Services (AWS), according to Robert Wang, managing director of AWS in Taiwan...
Friday 22 September 2023
Server makers fear missing out on AI market potential rather than overestimating it
Server manufacturers are more concerned with missing out on lucrative AI opportunities than with overestimating them, according to industry sources.
Friday 22 September 2023
iPhone 15 pre-orders strong, unaffected by new models from Chinese brands
The outlook for the handset market this year is bleak, with the industry only expecting Apple's iPhone 15 series to hold its ground. The pre-order amounts of iPhone 15 Pro and higher...
Thursday 21 September 2023
German ministry wants to ban key Huawei parts from network
Germany's Interior Ministry wants to ban critical components from Huawei Technologies Co. and ZTE Corp. from its 5G mobile network, according to a person familiar with the discussi...
Thursday 21 September 2023
International satellite and launch vehicle manufacturing startups find great partners in Taiwan
Taiwan's strength in hardware manufacturing has attracted satellite and launch vehicle manufacturing startups to the island, searching for supply chain partners as well as expanding...
Thursday 21 September 2023
Huawei's Meng Wanzhou identifies company goal in the LLM era
On September 20th, Huawei held its annual conference with the theme "Accelerating Industry Intelligence." Meng Wanzhou, Huawei CFO and acting chairwoman, emphasized in her speech...
Thursday 21 September 2023
iPhone 15 reportedly receives huge pre-orders in India
Apple reportedly received huge pre-orders after the launch of the iPhone 15 series in mid-September. Apple is banking on full capacity to increase iPhone sales in the world's second-largest...
Thursday 21 September 2023
BOE Technology to hit 120 million units in shipments this year
Foldable handsets have become the central theme for flagship Chinese smartphones in the second half of this year, as seen from the launch of Huawei's Mate 60 Pro series, foldable...
Thursday 21 September 2023
Can 3nm SoCs save the mobile phone market?
The performance of the new A17 Pro chip used in the latest iPhone 15 Pro series will determine the potential success of 3nm SoCs, which may be critical in propelling the mobile phone...
Thursday 21 September 2023
AI may encourage PC replacement
With Intel offering AI chips for PCs while OEMs such as Lenovo, Acer, and Asustek Computer actively invest in new AI PC projects, the PC industry may experience a wave of replacement...
Thursday 21 September 2023
AI bubble? Speculation arises about Microsoft cutting AI chip orders
Speculation has emerged that Microsoft has scaled down its orders for Nvidia's H100 AI chips, which some industry sources believe could help other companies get their hands on more...
Thursday 21 September 2023
Chinese RISC-V automotive MCU market has huge growth potential
Although RISC-V currently has a low market share, industry sources have observed that automakers are embracing it, and the Chinese market for RISC-V automotive-grade MCUs has significant...