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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Thursday 30 November 2023
Samsung to raise high-end CIS prices, say sources
Samsung Electronics has notified customers about a price hike of as much as 30% for its high-end CMOS image sensors (CIS) of 32 megapixels and above beginning in the first quarter...
Thursday 30 November 2023
Huawei to boost shipments of upcoming P70 smartphones
Huawei has scaled up initial shipments of its upcoming flagship P70 series smartphones, expected to launch in the first quarter of 2024 at the earliest, according to industry sources...
Wednesday 29 November 2023
Semco's MLCC sees the light with AI smartphones and automotive applications
The economic downturn has caused the demand for multi-layer ceramic capacitors (MLCCs) to enter a downturn that it's unlikely to recover from before the end of 2023. It's reported...
Wednesday 29 November 2023
AWS and Nvidia unveil Project Ceiba and bring GH200 into Cloud
Nvidia co-founder and CEO Jensen Huang showed up at the AWS re:Invent conference and announced a strategic collaboration between the two companies. AWS will become the first cloud...
Wednesday 29 November 2023
Samsung Gauss marks a pioneering leap in integrating generative AI into devices, set to feature in Galaxy S24
Amid the generative AI surge ignited by ChatGPT's success, South Korean tech giant Samsung Electronics leaped forward, introducing its latest AI marvel, Samsung Gauss, at the 2023...
Wednesday 29 November 2023
Chinese AI chip startups forge ahead amid US export curbs and domestic support
Following the US tightening its controls on exports of high-end AI GPUs to China in October 2023, Chinese companies are turning to homegrown AI chips to build their computational...
Wednesday 29 November 2023
IC distributors still seeing sluggish demand from Chinese telecom sector
According to sources at IC distributors, telecom operators in China are postponing the commencement of their bidding processes and slowing the expansion of their infrastructure build-ups...
Tuesday 28 November 2023
Tata reportedly to scale up for iPhone manufacturing amidst growing handset exports in India
Thanks to investments from global handset makers and the emergence of local players, official data shows that India's handset production has grown rapidly, with exports about to take...
Tuesday 28 November 2023
GPU antitrust to challenge Nvidia
Nvidia should have been prepared for antitrust action concerning AI GPUs, according to sources at motherboard manufacturers.
Tuesday 28 November 2023
China's version of Starlink gears up with domestic satcom supply chain
There's a growing awareness of space as a strategic domain. In July 2023, China marked a significant milestone with the successful launch of a satellite technology test satellite,...
Tuesday 28 November 2023
IC distributors find their niche as US targets China's AI chip industry
US export restrictions aimed at curbing China's development in advanced semiconductors have hit the field of AI. With huge untapped potential in the AI market, distributors in the...
Monday 27 November 2023
Challenges remain as system integrators self-developed chips against established IC design houses
As the AI era arrives, cloud service providers (CSP) have increasingly recognized the importance of high-performance computing (HPC) chips, and system integrators, hardware manufacturers,...
Monday 27 November 2023
Huawei, Sharp sign long-term patent cross-licensing
Huawei and Sharp have struck a new long-term global patent cross-licensing agreement covering cellular standard essential patents, including 4G and 5G, according to the companies...
Monday 27 November 2023
Infortrend operations remain stable due to AI-driven data storage increase
AI has driven demand for big data analysis and has jointly boosted the momentum of the storage industry. Storage provider Infortrend pointed out that in previous years, the storage...
Monday 27 November 2023
Transsion and Realme conquer Middle East and African smartphone markets in 3Q23
Among all regions in the world, the Middle East and Africa are leading the recovery in consumer demands for smartphone shipment with Chinese vendors Transsion and Realme being the...