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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 24 July 2023
OLEDs for mobile PC forecast to grow 34% CAGR by 2030, says Omdia
Area demand for OLED displays will increase by 11% CAGR from 2022 to 2030, as major manufacturers gradually include OLED panels into their premium lineups spanning TVs, mobile phones,...
Monday 24 July 2023
Initial volumes for upcoming iPhones expected to be lower than in 2022
Amid the lackluster consumer sentiment, people familiar with the matter told DIGITIMES that the initial volumes of new iPhones might be between 83–85 million units, lower in...
Friday 21 July 2023
Startup Cerebras takes on Nvidia with AI supercomputers
Startup chipmaker Cerebras Systems Inc. announced that it's built the first of nine artificial intelligence supercomputers in a partnership with Abu Dhabi, part of an effort to provide...
Friday 21 July 2023
Market interest in immersion cooling resurges amid rising demand for AI computing power
Thanks to the rising demand for server-level cooling systems, suppliers have seen increasing orders since March, with liquid cooling gaining popularity, and there is a resurgence...
Friday 21 July 2023
Linkcom looks to US broadband upgrades, wireless charging orders for 2H23 growth
Linkcom Manufacturing, a Taiwan-based supplier of magnetic components and power supply modules, expects to see sales growth in the second half of 2023, spurred by US broadband infrastructure...
Friday 21 July 2023
Competition intensifying in stagnant Chinese smartphone market
Recent developments by Huawei in the Chinese 5G smartphone market have increased competition among processor suppliers and device manufacturers, according to industry sources.
Thursday 20 July 2023
South Korea's LG unveils AI software for use across its units
South Korea's LG Group introduced an upgraded version of its artificial intelligence software, and demonstrated how it can be used across its businesses ranging from electronics to...
Thursday 20 July 2023
Memory and data strategies key to China's AI supremacy
At the press conference for 2023 China Computing Power Conference, held on July 17, the director-general of China's Information and Communication Development Department, Xie Cun,...
Thursday 20 July 2023
Samsung develops GDDR7 DRAM
Samsung Electronics has announced the development of what it claims is the first GDDR7 DRAM in the industry. It will first be installed in next-generation systems of key customers...
Thursday 20 July 2023
Canalys: India's smartphone market stabilizes, posts 1% shipment decline in Q2 2023
Canalys research reveals that Indian...
Thursday 20 July 2023
South Korea looks to enhance network competitiveness with K-Network 2030 strategy
The K-Network 2030 strategy allotted a KRW625.3 billion (about US$500 million) budget for 6G mobile communication technology research and development from 2024 through 2028, eyeing...
Thursday 20 July 2023
US broadband upgrade to bolster the optical communication industry in H2
In a move to enhance the country's digital infrastructure, the Biden administration is spearheading efforts to improve nationwide broadband services. The U.S. government has allocated...
Thursday 20 July 2023
Long lead time for US network chip giants opens the door to Taiwan-based competitors
Broadcom and Marvell continue to operate on extended delivery schedules, even though the chip shortage has largely been addressed. Despite the alleviation of the supply-demand imbalance...
Thursday 20 July 2023
System vendors seeking collaboration with ASIC design companies
System device vendors are pursuing collaboration with ASIC design companies in anticipation of a surge in chip demand for artificial intelligence (AI) servers and related edge device...
Thursday 20 July 2023
AMD relies on its Taiwan supply chain, says CEO
AMD CEO Lisa Su stated during a press conference in Taipei on July 19 that the company is heavily reliant on its Taiwan supply chain. AMD will continue to rely on TSMC and other important...