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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Thursday 24 August 2023
Taiwan market: Handset unit sales to rebound in September
Monthly unit sales of handsets in Taiwan are expected to rebound and rise above 400,000 units starting in September, thanks to the forthcoming launches of new models by Apple, Samsung,...
Thursday 24 August 2023
Nvidia qualifing more manufacturing partners to secure explosive growth momentum
Fabless chipmaker Nvidia's latest earnings report highlights its role as a barometer of the AI industry's ascendancy. Nvidia's sustainability in its momentum hinges on TSMC's CoWos...
Thursday 24 August 2023
Kenmec achieves breakthrough liquid cooling technology and expects orders in 2024
Kenmec Mechanical Engineering has successfully developed two-phase immersion cooling technology, targeting the AI server cooling market. This two-phase liquid cooling system has been...
Thursday 24 August 2023
Techman Robot showcases advanced AI cobots amidst industry revenue decline
Techman Robot showcased its AI multi-functional smart cobot "TM AI Cobot" at Automation Taipei (opened on August 23), displaying the great potential of the technology. The industry...
Thursday 24 August 2023
AI 2.0 presents new opportunities for Taiwanese businesses, says Asustek-affiliated TWSC
The new era of AI 2.0 will generate new opportunities for Taiwanese businesses, according to Peter Wu, president of cloud services provider Taiwan Web Service (TWSC) and Asus Cloud...
Thursday 24 August 2023
AI server shipments forecast to top 300,000 units in 2024, says DIGITIMES Research
High-end AI server shipments are forecast to reach 337,000 units in 2024, with the generative AI market reaching US$109 billion by 2030, at a compound annual growth rate (CAGR) of...
Wednesday 23 August 2023
Broadcom's $61 billion VMware deal cleared by UK
Broadcom Inc.'s $61 billion takeover of VMware Inc. was cleared by the UK's antitrust watchdog, paving the way for one of the largest-ever tech deals.
Wednesday 23 August 2023
ZTE to develop AI servers and AI Chips for servicing computing power
Since the first half of 2023, ZTE has been signaling an aggressive transformation as a company offering computing services.
Wednesday 23 August 2023
SMIC's unspoken mission and Huawei's 5G smartphone chips
As Huawei boldly proclaimed the comeback of its flagship 5G smartphone in early August, rumors about Huawei commissioning China's largest semiconductor foundry SMIC to break through...
Wednesday 23 August 2023
WPG gearing up for AI server boom
WPG, an IC distributor, has stated that the company will not be absent from this wave of AI with its more comprehensive offering for AI servers.
Tuesday 22 August 2023
Global smartphone shipments to hit decade low in 2023
According to Counterpoint Research, 2023 is on track to be the worst year for global smartphone shipments in ten years.
Tuesday 22 August 2023
Is AI server bandwagon loaded with hitchhikers?
The AI server frenzy remains unabated, allowing more and more related supply chain players to emerge. But amid the numerous companies claiming to be associated with AI servers, the...
Tuesday 22 August 2023
Thailand, Vietnam, and Malaysia compete for second wave of server supply chain migration
The US-China trade war triggered the first wave of the electronic industry's moving out from China. The continued tension between Taiwan and China is now driving the second wave of...
Tuesday 22 August 2023
Advanced packaging capacity to surge 30–40% in 2024, says TrendForce
With major CSPs aggressively building AI servers and pushing up demand for AI processors and HBM memory, global advanced packaging capacity is predicted to expand by 30–40%...
Tuesday 22 August 2023
Japanese semiconductor equipment firms invest in future growth related to AI
According to Dempa and Nikkei reports, most semiconductor equipment-related vendors' April to June results declined from a year ago. However, those vendors remain...