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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 28 July 2023
China's smartphone shipment decline seen easing in Q2 2023
According to market research firm Canalys' estimates, smartphone shipments in Mainland...
Friday 28 July 2023
Renesas keeps seeing uncertainties in automotive sector, saying SiC production will scale gradually
Renesas Electronics said on July 27 that uncertainties remain in the automotive sector, especially with changes in the Chinese market. The company also said it will go slow on its...
Thursday 27 July 2023
CSPs offering inference and prompt engineering combination to satisfy customized AI demand from customers, says DIGITIMES Research
Demand for generative AI (GenAI) and large language model (LLM) is rising rapidly, driven by the emergence of ChatGPT, a chatbot developed by OpenAI. For their large scale as well...
Thursday 27 July 2023
Samsung expects a recovery across divisions in 2H23
Samsung Electronics, a barometer of the global electronics market, expects the economic outlook to improve in the second half of 2023, and lingering uncertainties may lead to a downward...
Thursday 27 July 2023
Reliance Jio reportedly contemplating Google partnership for 5G smartphone
Reliance Jio, India's largest wireless operator by subscribers, is reportedly considering launching a 5G phone on its own rather than collaborating with Google.
Thursday 27 July 2023
Taiwanese server ODMs anticipate AI server growth in 2024
Taiwanese server ODMs will begin shipping AI servers at the end of the third quarter and are anticipating significant growth in 2024, according to industry sources. Microsoft and...
Wednesday 26 July 2023
Hinge component cost reductions help drive foldable phone sales in 2H23
Foldable phone prices have gone down, as costs for hinge components continue to decrease, according to industry sources. As such, foldable phones are expected to lead growth in the...
Wednesday 26 July 2023
China makes competitive bid for LEO satellite dominance against Starlink
In a strategic move to expand its presence in the low-Earth orbit (LEO) satellite segment, China's Jiuquan Satellite Launch Center recently commissioned the Shiyan satellite. Developed...
Tuesday 25 July 2023
Apple aims to keep iPhone shipments steady despite 2023 turmoil
Apple Inc. is asking suppliers to produce about 85 million units of the iPhone 15 this year, roughly in line with the year before, according to people familiar with the matter.
Tuesday 25 July 2023
Mobile era has ended; opportunity is here for AI computing pool, says Taiwan Mobile
Chief information officer (CIO) of Taiwan Mobile Rock Tsai stated that the era headlined by mobile devices already concluded in 2020. From now until 2040, AI will be the driving force...
Tuesday 25 July 2023
CCL suppliers to receive boost from AI server upgrades
Copper clad laminate (CCL) suppliers Elite Material (EMC), Iteq, and Taiwan Union Technology (TUC) expect server upgrades driven by the AI craze to boost their businesses, as well...
Tuesday 25 July 2023
Liquid cooling solutions gain momentum from AI server demand
Liquid cooling solution suppliers are eyeing growing business opportunities from AI servers, which have been driving changes in component specs to support the dissipation of the huge...
Tuesday 25 July 2023
Network infrastructure market still opaque
Despite the US' decision to allocate massive funds for upgrading the country's network infrastructure, related IC design houses will still have to wait before business opportunities...
Monday 24 July 2023
TPCA: Taiwan should strengthen high-end PCB supply chain to tap AI server opportunities
The printed circuit board (PCB) for AI servers is a high-end, high-value PCB for terminal applications, and the process technology threshold is higher, so fewer manufacturers have...
Monday 24 July 2023
Cerebras, G42 unveil supercomputer for AI training
Cerebras Systems and G42, a United Arab Emirates-based technology holding company, have jointly announced Condor Galaxy, a network of nine interconnected supercomputers with a novel...