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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
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...
Thursday 20 July 2023
Cloud service providers perceive AMD's AI chip as alternative to Nvidia, say sources
Large-scale cloud service providers are reportedly considering the MI300 series of AI GPUs from Advanced Micro Devices (AMD) as an alternative to GPUs from Nvidia, such as the H100,...
Wednesday 19 July 2023
China's tech overseer promises to back AI computing push
China plans to craft policies to accelerate the build-out of nationwide computing infrastructure, seeking to lay the digital foundation for artificial intelligence.
Wednesday 19 July 2023
With smart manufacturing demanding real-time data, IPCs are investing in TSN
With the growing number of digital and smart applications, real-time data transmission has become a key item. In addition to 5G, time-sensitive networking (TSN) has emerged as a way...
Wednesday 19 July 2023
RAMP-C program on Intel 18A adds 2 strategic defense industrial base customers
According to Intel, Boeing and Northrop Grumman have joined phase two of the Department of Defense's RAMP-C program, which aims to facilitate a leading-edge US foundry ecosystem on...
Wednesday 19 July 2023
Qualcomm works with Meta to enable on-device AI apps using Llama 2
Qualcomm Technologies has announced it is collaborating with Meta to optimize the on-device execution of Meta's Llama 2 large language models without relying on cloud services alone...
Wednesday 19 July 2023
Taiwan startup Ubiik acquires Mimomax, creating a best-of-breed wireless solutions provider for utilities and critical infrastructure
Ubiik, an emerging leader in Advanced Metering Infrastructure (AMI) and private LTE (pLTE) solutions, today announces the acquisition of New Zealand-based Mimomax Wireless, a provider...
Wednesday 19 July 2023
Foxconn expands production in India as it becomes Apple's fifth-largest market
Although smartphone sales are plateauing in most markets, especially after the demands brought by COVID-19 have been ebbing, Apple is expected to benefit from India's huge market...
Wednesday 19 July 2023
ABF substrate demand to strengthen in 4Q23
The upcoming M3-equipped Mac series, as well as the demand for AI servers, are likely to drive ABF substrate demand in the fourth quarter of 2023, according to industry sources.
Tuesday 18 July 2023
TechInsights: Samsung's 3nm GAA process identified in a crypto-mining ASIC designed by China startup MicroBT
Semiconductor industry research firm TechInsights said it has found that Samsung's 3nm GAA (gate-all-around) process has been incorporated into the crypto miner ASIC (Whatsminer...
Tuesday 18 July 2023
Semiconductor suppliers turn to 2Q24 for PC and handset recovery
Seeing demand for handsets and PCs likely to remain sluggish for the second half of 2023, many semiconductor suppliers are now eyeing a recovery in the second quarter of 2024, according...
Tuesday 18 July 2023
Taiwan to launch first satellite with 82% components sourced at home
Taiwan's weather satellite, the Triton, is set to launch on September 20, 2023, from the Guiana Space Center in French Guiana. The satellite, sourcing 82% of its components from Taiwan,...
Tuesday 18 July 2023
What does China's 2Q23 GDP data tell us about the market?
One year after China lifted its pandemic control measures, the recovery momentum is already grinding to a stop. Economists have repeatedly warned that slower economic growth in China...
Tuesday 18 July 2023
Xiaomi to imitate Samsung to reclaim market in India
Amid tighter regulatory pressure from the Indian authorities and inflation that hits Xiaomi's core consumers, Xiaomi is looking to expand its retail store network in India to regain...
Tuesday 18 July 2023
OLED materials supplier U-Best cuts into foldable handset supply chains
U-Best Innovative Technology, a chemical materials supplier, has cut into the foldable handset supply chains of Chinese brand vendors with its clear hard coating (HC) materials, according...