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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 26 October 2023
Landmark sees robust demand for silicon-photonic epi wafers
Although hard-hit by a sharp decrease in demand from its Chinese customers, Taiwan-based epitaxy house Landmark Optoelectronics said it is seeing robust demand for silicon-photonic...
Thursday 26 October 2023
HPC chip suppliers expected to see sales grow in 2H23, says DIGITIMES Research
The three primary high-performance computing (HPC) chip suppliers, Intel, AMD, and Nvidia, will likely see their sales strengthen quarter by quarter in the second half of 2023, buoyed...
Thursday 26 October 2023
SK Hynix DRAM biz returns to profitability in 3Q23
The memory market is still slow. Operating losses at SK Hynix continued in the third quarter of 2023, but the quarterly loss was reduced by 37.8%. Despite this, its DRAM division...
Thursday 26 October 2023
SMIC reportedly uses ASML tools for Huawei smartphone chip
A move that has sparked concerns in the US is the claim that China's Semiconductor Manufacturing International (SMIC) already used ASML equipment to build an advanced processor for...
Thursday 26 October 2023
Additional Chinese orders for Nvidia AI chips cut short as US ends 30-day notice period
On October 24th, Nvidia disclosed in a document submitted to the US Securities and Exchange Commission (SEC) that the 30-day notice period for the 2023 export controls update by the...
Thursday 26 October 2023
Inventec secures large orders for AI servers
Inventec is busy sourcing chips, components, and materials to meet a high number of AI server orders, according to company chairman Sam Yeh.
Thursday 26 October 2023
BYD's Indian EV and IT investment plans hit snags amid souring India-China relations
While India embraces Tesla's potential investment in car manufacturing, BYD, the leading electric vehicle manufacturer based in China, has encountered hurdles in the South Asian nation,...
Thursday 26 October 2023
Server supply chain reassured by continuous capex from US cloud service providers
US cloud service giants Microsoft and Google's parent company, Alphabet, have both indicated that customers are still optimizing their cloud services. The indication also implies...
Thursday 26 October 2023
IC testing suppliers back Qualcomm's foray into edge AI
At Qualcomm's latest annual product launch event, CEO Cristiano Amon pointed to a new era of generative AI entering smartphones and PCs, and expanding to extended reality (XR) and...
Thursday 26 October 2023
China continues to lead in global manufacturing amid geopolitical strains
Amid geopolitical risks, most manufacturers have picked up their speed to set up production bases in different parts of the world, but in the short and mid-term, China's position...
Wednesday 25 October 2023
Global PCB players gather in Taiwan as AI expected to drive industry growth
With the TPCA Show 2023 being held from October 25 to October 27 in Taiwan, more than 450 PCB and IC substrate companies are participating in the exhibition.
Wednesday 25 October 2023
GenAI stokes biz opportunities for software, hardware integration
The generative AI wave has driven the demand for hardware upgrades, increasing the opportunities for software and hardware integration at different sizes of suppliers. To cash in...
Wednesday 25 October 2023
SiFive reportedly lays off 20% of staff
Several media outlets have recently reported on the layoffs at SiFive, a major pioneer in the field of RISC-V chip design. According to reports, the corporation has laid off around...
Wednesday 25 October 2023
Micron collaborates with Qualcomm to accelerate generative AI
Micron Technology has announced that production samples of its low-power double data rate 5X (LPDDR5X) memory, which the company claims is the industry's only 1-beta mobile-optimized...
Wednesday 25 October 2023
China's ZTE explores new growth opportunities as slowing 5G market leads to 3Q23 decline
China's ZTE Corporation recently announced its financial results for the third quarter of 2023. The revenue was CNY 28.689 billion, a decrease of 12.38% compared to the previous year...