CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 15 August 2023
Indonesia says Tesla aims to make EV battery material investment in the country
After trying to attract Tesla's investment for a long time, Indonesia seems to have made some progress. Senior minister Luhut Pandjaitan said the EV giant is considering investing...
Tuesday 15 August 2023
Samsung set to launch latest 5G vRAN software in second half of 2023
According to reports from ZDNet Korea and official statements from Samsung, Samsung plans to launch the latest version of its 5G vRAN software technology, vRAN 3.0, within...
Tuesday 15 August 2023
Getac sees low order visibility for 2H23
Industrial PC (IPC) maker Getac said its customers are being cautious about their second-half prospects and that it is seeing poor order visibility in the second half of 2023.
Tuesday 15 August 2023
India solidifies second-place position in global handset production
Thanks to India's increasing local demand for mobile phones and government incentives, mobile phones made in India continued to grow in 2022, witnessing double-digit growth for the...
Tuesday 15 August 2023
Foxconn grows presence in upstream AI server segment
Contract electronics vendor Foxconn has a sizable share in the upstream AI GPU module and substrate markets of the AI server supply chain, according to company chairman Young Liu.
Monday 14 August 2023
Asus to compete for AI servers; not concerned about GPU shortage
Compared to the impressive performance of its gaming notebooks and boards, Asus's server business tends to not receive much attention from the market with a revenue share in the low...
Monday 14 August 2023
Global smartphone shipments decline for 8th consecutive quarter in 2Q23, says Omdia
According to Omdia, smartphone shipments totaled 265,9 million units in the second quarter of 2023. This represents a decline of 9.5% compared to the previous year and a decrease...
Monday 14 August 2023
LinkCom expects automotive, telecom segments to generate more revenues in 1Q24
Taiwan-based magnetic component company LinkCom Manufacturing held an earnings call on August 11. General manager Wilson Tan said the company is expanding its magnetic component and...
Monday 14 August 2023
Quanta to invest in AI server capacity expansions in US and Germany
To meet robust customer demand for AI servers, Quanta Computer's board of directors recently greenlighted capacity expansions at its production bases in the US and Germany, which...
Monday 14 August 2023
As US promotes cyber trust label, smart home IoT device costs may rise
The US government announced in mid-July 2023 that it will introduce a cybersecurity seal, dubbed the "US Cyber Trust Mark," for Internet of things (IoT) devices. The seal is intended...
Friday 11 August 2023
High-end smartphones provide small spark amid harsh market winter; brands make three strategic adjustments
Despite the generally pessimistic outlook for smartphone market demand growth in 2023, with high-end models becoming the preference for consumers, it has certainly brought a spark...
Friday 11 August 2023
IPC firm DFI optimistic over 2H23 outlook
With the end of customer inventory adjustment and the gradual warming up of the tooling and network security equipment industries, embedded motherboard and industrial PC (IPC) vendor...
Friday 11 August 2023
China reportedly overcomes BAW filter chokepoint, sparking speculations of Huawei 5G phone's return
China's Saiwei Electronics has announced sucessful mass production and "domestic substitution" of Bulk Acoustic Wave (BAW) filters. While the industry remains conservative about the...
Friday 11 August 2023
Pegatron expects flat or slight growth in 3Q23 notebook shipments
Pegatron, which saw its notebook shipments increase 24% sequentially in the second quarter, expects to post flat or slight shipment growth in the third quarter.
Friday 11 August 2023
SK Hynix gearing up for LPDDR5T production for upcoming MediaTek flagship mobile chip
SK Hynix's LPDDR5 Turbo (LPDDR5T) memory has completed performance verification for use with MediaTek's upcoming next-generation mobile SoC, which is slated for release later this...