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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Monday 27 March 2023
Telecommunication and data center products face shipment delays while optical communication takes the lead
Browave Corporation ('Browave'), which specializes in optical communications, announced that its net profit after tax stood at NT$451 million in 2022, achieving annual growth of 453.1%...
Friday 24 March 2023
Nvidia's CEO talks about trends towards ChatGPT and large language models
Nvidia CEO Jensen Huang at this year's GPU Technology Conference (GTC) discussed a variety of subjects and technological development trends, particularly those related to accelerated...
Friday 24 March 2023
Apple dominates high-end market as Samsung's smartphone business flounders
Samsung Electronics' smartphone business has hit the rocks. In 2022, Apple captured eight spots in the list of top 10 best-selling smartphones, while Samsung managed to occupy only...
Friday 24 March 2023
China's cloud market expected to have 12% growth in 2023
The latest survey report showed that in 2022, China's cloud market only grew by 10%, reaching US$30.3 billion. The fourth quarter of 2022 was especially rough, reporting only 4% growth...
Friday 24 March 2023
Third quarter may bring growth prospects for NAND flash
The second quarter is expected to be a low point for the NAND flash industry, with growth likely to restart in the third quarter, according to market observers in China.
Friday 24 March 2023
Dell sees robust demand for AI products and solutions
Dell now has over 1,000 AI products and solutions on hand, indicating that the AI industry has reached a tipping point, according to Terence Liao, GM of Dell Technologies Taiwan.
Thursday 23 March 2023
Former Google director sees long-term needs for Taiwan to cultivate large language models
As ChatGPT gains traction, Taiwan's industry, government and academia have declared the intention to develop large language models (LLM) one after another. In this regard, Lee-feng...
Thursday 23 March 2023
Nvidia to enter 'coopetition' with cloud service providers with DGX Cloud, says TiEA chair
Nvidia can be said dominate the lifeblood of the AI industry, and its newly launched AI supercomputing service DGX Cloud will incur 'coopetition' with leading cloud service providers...
Wednesday 22 March 2023
Slower growth for AR/VR headset shipments in 2023 but strong growth forecast through 2027, says IDC
On the heels of a weaker-than-expected 2022, IDC has lowered its forecast for augmented and virtual reality (AR/VR) headsets in 2023. Global shipments are now expected to reach 10.1...
Wednesday 22 March 2023
Apple benefits from smartphone premiumization in India with 40% iPhone shipment growth
With the rise in components for smartphones and the increasing US dollar exchange rate, India's smartphone has become more expensive, disrupting the budget segment and leading to...
Wednesday 22 March 2023
China's telecom giants forge ahead with 6G plans amidst looming international sanctions
The commercialization of 5G has entered its third year. In terms of market penetration, South Korea and China are the global leaders in 5G. Backed by the support of national policies...
Wednesday 22 March 2023
6G competition heating up
Commercialization of 6G technology may not arrive until 2023, but China, the US, the EU, Japan, and Korea have already stepped up development of chip applications supporting the next-generation...
Wednesday 22 March 2023
Taiwan III-V IC suppliers see promising demand from Sony
With Sony attempting to secure additional sensor chip orders for Apple's iPhones, Taiwan-based epitaxial wafer manufacturers and other III-V IC suppliers are optimistic about demand...
Wednesday 22 March 2023
Taiwan IC design houses eyeing edge AI biz opportunities
A surge in demand for edge AI devices is generating opportunities for Taiwan-based IC design houses.
Wednesday 22 March 2023
Nvidia GTC puts focus on generative AI
Nvidia is showcasing its latest technologies and breakthroughs in a variety of areas, including AI and the metaverse, particularly generative AI, at its ongoing GPU Technology Conference...