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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 12 July 2023
Handset panel prices to stabilize in 3Q23
Handset panel prices are poised to stabilize in the third quarter of 2023, buoyed by seasonal demand for small- and medium-size panels, according to industry sources.
Wednesday 12 July 2023
Upcoming iPhone may revive Largan 2H23 outlook
Largan Precision, a smartphone lens module specialist, will hold its quarterly investors meeting on July 13 to provide its outlook. The company's comments will provide insight into...
Tuesday 11 July 2023
Tata Group closes in on deal to become first Indian iPhone maker
Tata Group, India's largest conglomerate, is close to an agreement to acquire an Apple Inc. supplier's factory as soon as August, marking the first time a local company would move...
Tuesday 11 July 2023
Cars with smartphone integration garner attention
The integration of upcoming vehicles and smartphones has garnered international attention; however, industry observers noted that Eastern and Western automakers are employing very...
Tuesday 11 July 2023
Handset sluggishness casts shadow over MediaTek sales prospects
MediaTek's near-term sales prospects are clouded by the continued sluggishness of handset sales, even though the chipmaker is meeting its second-quarter revenue forecast, according...
Tuesday 11 July 2023
Suppliers see orders reduced for enterprise servers
According to sources in the server supply chain, orders for enterprise servers were once again reduced in June. Demand for general-purpose servers for cloud data centers is also expected...
Tuesday 11 July 2023
China IC self-sufficiency push heaps pressure on Taiwanese firms operating in China
The United States has imposed export restrictions on key Chinese companies, including Huawei and ZTE, curbing their own development of semiconductors and access to outside supplies...
Monday 10 July 2023
Taiwan chip gear makers and AI server supply chain report strong 1H revenue growth
In early 2023, semiconductor market was expected to see a recovery in the second half of the year, but those hopes were dashed when TSMC announced that inventory buildup was more...
Monday 10 July 2023
Fear of AI chip ban drives up Nvidia A800 prices in China
The Biden Administration's ban on the sale of high-end AI chips to China has driven the prices of Nvidia A800 chips to skyrocket in China.
Monday 10 July 2023
Naver and Samsung to launch lightweight AI semiconductor solution in 2H23
South Korean online platform Naver is working with Samsung Electronics to develop AI semiconductor solutions and AI model lightweight solutions as two main axes to improve the performance...
Monday 10 July 2023
Increased demand for AI servers headlined by cloud computing, with edge picking up speed
A survey by the International Data Corporation (IDC) showed that generative AI technology is still in its early stages of development. Globally, only 24% of corporations plan to invest...
Monday 10 July 2023
India roundup: HPE to make servers in India
As India's semiconductor ecosystem is growing, Microchip announced fresh investments in India to expand its operations. HPE will partner with India-based VVDN to make high-end servers...
Friday 7 July 2023
Musk ultimatum to Taiwan imperils its push to war-proof Internet
All that stands between Taiwan and a near-total internet blackout are 14 undersea cables — a network that would make an easy target in the event of a war with China.
Friday 7 July 2023
Lite-on Technology 2Q23 sales up 9% QoQ, expects better 2H
Benefiting from the growth in cloud computing, AI server power supply units, automotive electronics, and 5G networking equipment, Lite-On Technology Corp's cumulative second-quarter...
Friday 7 July 2023
Google's customized Tensor chip reportedly to be produced by TSMC in 2025
Google was scheduled to launch the first fully customized Tensor chip for its Pixel smartphones in 2024, but it has reportedly postponed the plan to 2025 and is said to be planning...