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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 26 May 2023
Inventory situation to normalize by year-end, says IPC maker Advantech
Industrial computer (IPC) and solution provider Advantech believes inventory levels will return to normal by the end of this year.
Friday 26 May 2023
AI chip boom to drive TSMC revenue growth in 2023
A boost in demand for AI chips may help TSMC sustain its annual revenue increase this year, according to market observers.
Friday 26 May 2023
Nvidia rush orders lifting TSMC 5nm fab utilization
An influx of Nvidia orders requiring super hot runs (SHR) have shored up capacity utilization rates for TSMC's 5nm process platform to almost full, according to industry sources.
Thursday 25 May 2023
LLMs to pave way for direct human interaction to enter into home-use robot market, says DIGITIMES Research
The methods for humans to interact with and operate robots are gradually being simplified and the keen development of large language models (LLM) is expected to drive up the popularization...
Thursday 25 May 2023
Nvidia expects strong 2Q23 performance thanks to surging AI demand
Despite the sharp fall in consumer-related business, thanks to the AI hype, Nvidia reported strong sequential growth in its data center business and is highly optimistic about the...
Thursday 25 May 2023
EU carbon tariff presents lucrative expansion prospects for cloud infrastructure providers
The Taiwan-based cloud infrastructure provider eCloudvalley Digital Technology has revealed its strategic roadmap, aiming to further expand its global presence. The firm plans to...
Thursday 25 May 2023
AI server boom to stimulate cooling fan demand
AI server cooling fans use more electricity than conventional fans and have higher average selling prices, enabling new growth opportunities for cooling fan suppliers, according to...
Wednesday 24 May 2023
Intel and Microsoft collaborate to advance AI for Windows 11 PCs
Intel has announced that it is working with Microsoft to drive the development of artificial intelligence (AI) on personal computing (PC).
Wednesday 24 May 2023
Quit the geopolitical conspiracy theory on Oppo's chip design flop
Chinese smartphone maker Oppo disbanded its chip design house Zeku in May, stimulating commentary on Zeku being the latest victim of the US-China chip war among the media in China...
Wednesday 24 May 2023
Marvell to set up semiconductor design center in Vietnam
Marvell Technology has announced plans to establish a world-class design center in Ho Chi Minh City. The facility will house advanced semiconductor engineering and will be a top technology...
Wednesday 24 May 2023
IAR upbeat about RISC-V development potential in Taiwan
The RISC-V architecture offers enormous development potential in Taiwan, particularly in automotive electronics, according to Kiyofumi Uemura, area VP APAC at IAR Systems. Meta recently...
Wednesday 24 May 2023
Server suppliers see customers still reluctant to increase orders
Server ODMs and other suppliers continue to see customers stay reluctant to step up their pace of orders amid unfavorable market conditions, according to industry sources.
Tuesday 23 May 2023
Taiwanese suppliers cautious toward smartphone-to-satellite communication
With Starlink and satellite communication network growing in popularity and importance, Taiwan-based low-earth orbit (LEO) system integrators observed that the LEO satellite sector...
Tuesday 23 May 2023
China 5G network penetration rate rising rapidly
In China, 5G network penetration is fast expanding and is expected to surpass 4G by 2024, according to market observers.
Tuesday 23 May 2023
Mitac sees server order visibility stay low
The visibility of server orders remains low despite an influx of short lead-time orders, according to Mitac Holdings president Bill Ho. Mitac's outlook for the year is conservative...