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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 11 August 2023
ODMs see Nvidia GPU shortage curb AI server shipments
ODMs including Quanta Cloud Technology (QCT), Wiwynn, and Giga Computing have experienced delays in fulfilling AI server orders due to the ongoing GPU shortage at Nvidia, according...
Thursday 10 August 2023
With demand for telecom tenders in China weak, the hope is for Wi-Fi 7 to inject new momentum
Major networking chip manufacturers have been holding earnings calls to discuss the global market situation of telecommunications tenders. As China accelerates its efforts in the...
Thursday 10 August 2023
Micromax reportedly eyeing E2W business amid smartphone setbacks
Micromax, an India-based mobile phone vendor and once the top smartphone brand in India, has failed to make a comeback despite ongoing efforts and is reportedly eyeing the rising...
Thursday 10 August 2023
Cooling module maker AVC to expand production site in Vietnam
Cooling module maker Asia Vital Components (AVC) plans to expand its production site in Vietnam to meet growing demand from its US customers, according to the Taiwan-based company.
Thursday 10 August 2023
Samsung, Intel continue to collaborate on vRAN solutions
Samsung Electronics has announced the expansion of its collaboration with Intel via a new product innovation agreement, enabling the companies to continue advancing virtualized radio...
Thursday 10 August 2023
US limits outbound investments in semiconductors, AI, and quantum tech in China
The Biden Administration announced an executive order to require investors to receive approval before investing in China's sensitive tech sectors, such as AI, semiconductors, and...
Thursday 10 August 2023
What role does Foxconn play in the AI server boom?
Industry observers have expressed an interest in the role of Hon Hai Precision Industry (Foxconn), which has a more than 40% market share in the global server market, in this era...
Thursday 10 August 2023
IC suppliers see delay in order pull-ins from telecom operators
The outlook for demand from new telecommunication tenders and bids in the second half of 2023 remains uncertain, prompting related chip suppliers to exercise caution and anticipate...
Wednesday 9 August 2023
Sony expects smartphone rebound only in 2024 after China fizzles
Sony Group Corp., the dominant supplier of camera sensors for smartphones, is pushing back expectations for a smartphone market recovery to 2024 at the earliest after gauging worsening...
Wednesday 9 August 2023
Samsung has all new Galaxy devices feature customized APs from Qualcomm
Samsung Electronics' newly unveiled foldable phones Galaxy Fold5/Flip5, as well as Galaxy Tab S9 series are all equipped with the Qualcomm's "Snapdragon 8 Gen2 for Galaxy" APs, which...
Wednesday 9 August 2023
Analysts: Global NBs enjoy strong shipment in 2Q23, but Q3 is likely flat
Due to strong educational demand and successful strategies of inventory clearing, notebook PCs (not including models which can separate the display and the keyboards) enjoyed a better-than-expected...
Wednesday 9 August 2023
Wah Lee sees robust AI-triggered demand for semiconductor materials supporting advanced packaging
Semiconductor materials distributor Wah Lee Industrial has enjoyed robust orders catering to customers' advanced packaging needs, such as TSMC's CoWoS, as a result of the AI server...
Wednesday 9 August 2023
Wiwynn diversifies primary customer base
Wiwynn has stepped up efforts to diversify its main customer base, with its third largest customer poised to contribute over 10% to its total revenue by the end of this year, according...
Wednesday 9 August 2023
For Nvidia and TSMC, China is still a major market they can't afford to give up
Despite the raging US-China technology conflict, neither Nvidia nor TSMC can afford to give up the enormous business opportunities presented by the Chinese market. However, the top...
Tuesday 8 August 2023
Handsets, tablets and wearables differ starkly in sales recovery momentum
Mobile phones, tablets, and wearable devices differ significantly in their shipment performance and recovery momentum in the Taiwan market. In particular, mobile phones sales are...