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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 26 October 2023
Additional Chinese orders for Nvidia AI chips cut short as US ends 30-day notice period
On October 24th, Nvidia disclosed in a document submitted to the US Securities and Exchange Commission (SEC) that the 30-day notice period for the 2023 export controls update by the...
Thursday 26 October 2023
Inventec secures large orders for AI servers
Inventec is busy sourcing chips, components, and materials to meet a high number of AI server orders, according to company chairman Sam Yeh.
Thursday 26 October 2023
BYD's Indian EV and IT investment plans hit snags amid souring India-China relations
While India embraces Tesla's potential investment in car manufacturing, BYD, the leading electric vehicle manufacturer based in China, has encountered hurdles in the South Asian nation,...
Thursday 26 October 2023
Server supply chain reassured by continuous capex from US cloud service providers
US cloud service giants Microsoft and Google's parent company, Alphabet, have both indicated that customers are still optimizing their cloud services. The indication also implies...
Thursday 26 October 2023
IC testing suppliers back Qualcomm's foray into edge AI
At Qualcomm's latest annual product launch event, CEO Cristiano Amon pointed to a new era of generative AI entering smartphones and PCs, and expanding to extended reality (XR) and...
Thursday 26 October 2023
China continues to lead in global manufacturing amid geopolitical strains
Amid geopolitical risks, most manufacturers have picked up their speed to set up production bases in different parts of the world, but in the short and mid-term, China's position...
Wednesday 25 October 2023
Global PCB players gather in Taiwan as AI expected to drive industry growth
With the TPCA Show 2023 being held from October 25 to October 27 in Taiwan, more than 450 PCB and IC substrate companies are participating in the exhibition.
Wednesday 25 October 2023
GenAI stokes biz opportunities for software, hardware integration
The generative AI wave has driven the demand for hardware upgrades, increasing the opportunities for software and hardware integration at different sizes of suppliers. To cash in...
Wednesday 25 October 2023
SiFive reportedly lays off 20% of staff
Several media outlets have recently reported on the layoffs at SiFive, a major pioneer in the field of RISC-V chip design. According to reports, the corporation has laid off around...
Wednesday 25 October 2023
Micron collaborates with Qualcomm to accelerate generative AI
Micron Technology has announced that production samples of its low-power double data rate 5X (LPDDR5X) memory, which the company claims is the industry's only 1-beta mobile-optimized...
Wednesday 25 October 2023
China's ZTE explores new growth opportunities as slowing 5G market leads to 3Q23 decline
China's ZTE Corporation recently announced its financial results for the third quarter of 2023. The revenue was CNY 28.689 billion, a decrease of 12.38% compared to the previous year...
Wednesday 25 October 2023
AI to boost terminal device replacement
AI will drive demand for PC, handset, and other terminal device replacements, according to sources at chipmakers.
Wednesday 25 October 2023
Tech industry layoffs continue
Uncertain demand recovery, along with the escalating trade dispute between China and the US, has resulted in a deluge of layoffs that shows no signs of letting up, according to industry...
Wednesday 25 October 2023
Samsung boosts collaboration with Indian EMS suppliers, reduces ties with China-based providers for handset production, says DIGITIMES Research
The past few years have witnessed occasional disruptions in the handset supply chain, leading to the largest scale of production relocation ever seen in decades. In this context,...
Tuesday 24 October 2023
Foxconn seen not to easily reduce presence in China after tax probe
Foxconn Technology Group will not easily scale down its business deployments in China though it has come under tax probes and land use investigations by the Chinese authorities, and...