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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 7 April 2023
Server sector warms up in 2Q23 for leap in second half of the year; ChatGPT AI trend fuels new momentum
The server sector is currently laying low to prepare for a big leap in the future. Quanta, which has been making double-digit delivery estimates every year, has downgraded its outlook...
Friday 7 April 2023
Pancake lenses grow mainstream for VR HMDs, says DIGITIMES Research
The competition among VR head-mounted devices (HMDs) has grown fiercer since the introduction of the Metaverse concept and pancake lenses, which can satisfy demand for an ultra-slim...
Friday 7 April 2023
Largan likely sees shipments slowdown in April
Smartphone lens module specialist Largan Precision may see its April shipments fall below the previous month's levels, as orders from its main customers have yet to rise substantially,...
Thursday 6 April 2023
IDC forecast for worldwide IT spending in 2023 continues to slowly trend downward
For the fifth consecutive month, IDC has lowered its 2023 forecast for worldwide IT spending as technology investments continue to show the impact of a weakening economy. In its new...
Thursday 6 April 2023
Foxconn expects sales to hit bottom in 2Q23
Hon Hai Precision Industry (Foxconn) expects to post another sequential revenue decline in the second quarter of 2023, hitting the year's low.
Thursday 6 April 2023
AWS, Google and Microsoft have ignited satcom race, according to DIGITIMES Research
Various satellite projects and applications have been increasingly thriving, which leads to a huge amount of data transmission and processing. Such business opportunities attract...
Thursday 6 April 2023
Vanchip reportedly to pay US$4 million to end contract with UMC
Vanchip Technology, a fabless chipmaker with target markets including smartphones, tablets, and wearables, is allegedly paying US$4 million for a contract violation involving the...
Thursday 6 April 2023
Kioxia, Western Digital intro 218-layer 3D flash memory
Kioxia and Western Digital have revealed details of their latest 3D flash memory technology, showing their ongoing innovation collaboration. The 218-layer 3D flash memory uses advanced...
Thursday 6 April 2023
Samsung to bring AMD Radeon graphics to future mobile platforms
Samsung Electronics has signed a multi-year agreement extension with AMD to bring multiple generations of high-performance, ultra-low-power AMD Radeon graphics solutions to an expanded...
Thursday 6 April 2023
Samsung leads while BOE increases small medium AMOLED shipment market share in 2022
New research from Omdia indicates that in 2022, Samsung maintained its top position with 56% of the total market in terms of small medium size AMOLED market share, with BOE gradually...
Thursday 6 April 2023
Apple reportedly pivots India as iPhone production base with no near-term plan to make iPads and Macbooks there
Apple CEO Tim Cook, who has built China as Apple's primary manufacturing base, is making efforts to reduce its reliance on China, with India being one of the major production hubs...
Friday 31 March 2023
AI spending in Asia Pacific to reach US$49 billion by 2026 despite current economic challenges, says IDC
According to IDC's latest Worldwide Artificial Intelligence Spending Guide, spending in the Asia Pacific on Artificial Intelligence (AI), including software, services, and hardware...
Friday 31 March 2023
Server BMC chipmaker Aspeed aims for flat revenue growth
Server management SoC solution provider Aspeed Technology has set a flat or slight 5% revenue growth target for 2023.
Thursday 30 March 2023
NAND flash ASP to fall 5-10% in 2Q23
According to TrendForce, NAND flash ASPs will continue to fall but at a slower 5-10% rate in the second quarter of 2023, and whether prices continue to fall in 2H23 will depend on...
Thursday 30 March 2023
India upholds penalty on Google, allows partial concession in anti-trust case
An Indian tribunal court gave some partial relief in an anti-trust case against Google, preventing Google from a complete shakeup for its Android business in one of the fast-growing...