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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 15 June 2023
Thailand to be key Southeast Asian server production hub
With ODMs Inventec and Quanta Computer disclosing their intentions to establish server SMT manufacturing lines in Thailand, as well as a number of PCB manufacturers transferring production...
Thursday 15 June 2023
AI server shipments ride surging popularity of generative AI, but volumes to be limited, according to DIGITIMES Research
Generative AI has grown to become one of the hottest topics worldwide with cloud services providers all keen on investing in related applications and all industries eagerly trying...
Thursday 15 June 2023
Asustek reportedly to initiate an organization shakeup
Asustek Computer reportedly will initiate a new round of corporate restructuring that will focus on integrating its system business groups, including the PC and handset units, according...
Thursday 15 June 2023
AI business opportunities go beyond servers
The emergence of ChatGPT has made generative AI a focal point of the market. However, when people are still focused on the computing power providers behind generative AI, namely AI...
Thursday 15 June 2023
Standardization: the one hurdle in the way of 6G deployment in 2029
At the Next Generation Communications Technology Summit on June 14, mobile industry leaders Apple and MediaTek projected a mid-2029 commercial rollout for 6G technology. The tech...
Thursday 15 June 2023
Digital transformation to fuel rugged industrial PC demand
Rugged industrial personal computer (IPC) manufacturers have observed that geopolitical shifts and the digital transformation of national defense have accelerated the demand for defense-related...
Thursday 15 June 2023
High-end handset AP demand unlikely to pick up until 2024
High-end handset application processor (AP) demand is unlikely to pick up until next year, and it will return to a normal growth track in 2024-2025, according to sources at backend...
Thursday 15 June 2023
Slowing cloud infrastructure spending may hamper Nvidia and AMD
Despite the heated competition between Nvidia and AMD following the latter's latest offering of MI300X, the global data center market has slowed as enterprises tighten their belts.
Wednesday 14 June 2023
IC distributors see lackluster demand for handsets
IC distributors are pessimistic about handset chip demand for the remainder of this year, as brand handset vendors have prioritized inventory management, according to industry sour...
Wednesday 14 June 2023
India may account for 18% of iPhone production, says BoA
India may account for nearly 20% of global iPhone production in the next two years, but India's value addition for mobile phones is still falling behind China and Vietnam.
Wednesday 14 June 2023
Inventec looks to AI servers, automotive for 2023 growth
Inventec's AI server and automotive businesses are on track for significant revenue growth this year, according to Sam Yeh, chairman of the Taiwan-based ODM/OEM company.
Wednesday 14 June 2023
Delta gearing up for AI server boom
ChatGPT sparked market growth and refocused attention on AI servers and related components, including power supply and cooling solutions. Delta Electronics, which has been engaged...
Tuesday 13 June 2023
Immersion cooling solutions to thrive on AI, HPC boom
With proliferating AI applications and ever-rising demand for HPC (high performance computing), high-efficiency cooling solutions are gaining importance in dissipating heat resulting...
Tuesday 13 June 2023
Samsung's dominance in foldable phones severely threatened by Chinese competitors like Huawei
The foldable phone market is entering a competitive phase, with incumbent market leader Samsung Electronics' position being seriously challenged. Compared to its peak in 2020, Samsung...
Tuesday 13 June 2023
Will consumer demand boost chip demand in 2H23?

With Apple Inc. announcing a series of product launches recently, the semiconductor industry is hinging high hopes for a...