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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 15 May 2023
Taiwan-based LEO satellite suppliers note increasing inquiries since 2023
As low-earth orbit (LEO) satellite network operators worldwide step up satellite launches, Taiwan-based suppliers of LEO components are waiting for a new wave of relevant orders....
Monday 15 May 2023
Tata reported to receive 5% of iPhone 15 orders
As Wistron is reportedly on its way to selling its Indian manufacturing facility to Tata Group, a consulting firm estimates that the Indian conglomerate may receive a small portion...
Friday 12 May 2023
Pegatron posts revenue and profit decreases in 1Q23
Pegatron has reported net profits fell 40.4% sequentially to NT$5.05 billion (US$164 million) in the first quarter of 2023, when revenue decreased 11% on quarter to NT$318.1 billio...
Friday 12 May 2023
Chinese suppliers may perform mergers to raise competitiveness in FWA CPE telecom equipment market, says DIGITIMES Research
China-based companies have occupied a good share of the fixed wireless access (FWA) customer premise equipment (CPE) module and telecom network equipment markets. However, since the...
Friday 12 May 2023
Quanta looks to AI servers, EVs for 2023 growth
Quanta Computer expects to ramp up production for AI servers between the end of the third quarter and the fourth quarter. It also remains optimistic about growth generated from sales...
Friday 12 May 2023
Foxconn to see revenue drops in 2Q23
Hon Hai Precision Industry (Foxconn) expects to see its second-quarter revenue decrease both sequentially and on-year, due to ongoing inventory adjustments throughout many device...
Friday 12 May 2023
Huawei steps up component orders for foldable smartphones
Huawei has significantly increased component orders for its foldable smartphones, with a prospect to see related shipments more than double from its earlier projection, according...
Friday 12 May 2023
India roundup: Foxconn expands Indian investments by capital injection and land acquisition
Global manufacturers such as Foxconn, Cisco, and Hyundai are expanding their manufacturing capabilities in India. India's local opto-semiconductor maker introduced sapphire substrates...
Thursday 11 May 2023
Intel, BCG collaborate to deliver enterprise-grade, secure generative AI
Intel and Boston Consulting Group (BCG) have announced a strategic collaboration to enable generative artificial intelligence (GenAI) using end-to-end Intel AI hardware and software...
Thursday 11 May 2023
DFI to pursue gross margin, profit growth in 2023
Taiwan-based industrial motherboard and computing device maker DFI will strive to increase its gross margin and profits this year.
Thursday 11 May 2023
Heat dissipation in high demand for AI servers
Heat dissipation for servers is in high demand due to the popularity of AI, according to Spencer Shen, chairman of cooling module maker Asia Vital Components (AVC).
Thursday 11 May 2023
ABF substrate market may regain prosperity in 2024
The ABF substrate market segment is expected to regain prosperity in 2024, buoyed by rising demand for AI servers, according to market sources.
Thursday 11 May 2023
Nvidia places additional orders requiring TSMC CoWoS
Nvidia has placed additional orders for AI chips that require TSMC's CoWoS (chip on wafer on substrate) packaging, according to industry sources.
Wednesday 10 May 2023
Global server shipments to see slight sequential growth in 2Q23 amid cloud service boom
Upstream and downstream players in the electronics industry remained at the inventory adjustment stage in the first quarter of 2023, with their revenue performance mostly stalling...
Wednesday 10 May 2023
Accelerating sustainability investments to fuel double-digit growth in European digital spending in 2023, says IDC
European spending on digital transformation is forecast to exceed US$550 billion in 2023, an on-year increase of 15.9% from 2022. According to IDC's latest Worldwide Digital Transformation...