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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 23 August 2023
WPG gearing up for AI server boom
WPG, an IC distributor, has stated that the company will not be absent from this wave of AI with its more comprehensive offering for AI servers.
Tuesday 22 August 2023
Global smartphone shipments to hit decade low in 2023
According to Counterpoint Research, 2023 is on track to be the worst year for global smartphone shipments in ten years.
Tuesday 22 August 2023
Is AI server bandwagon loaded with hitchhikers?
The AI server frenzy remains unabated, allowing more and more related supply chain players to emerge. But amid the numerous companies claiming to be associated with AI servers, the...
Tuesday 22 August 2023
Thailand, Vietnam, and Malaysia compete for second wave of server supply chain migration
The US-China trade war triggered the first wave of the electronic industry's moving out from China. The continued tension between Taiwan and China is now driving the second wave of...
Tuesday 22 August 2023
Advanced packaging capacity to surge 30–40% in 2024, says TrendForce
With major CSPs aggressively building AI servers and pushing up demand for AI processors and HBM memory, global advanced packaging capacity is predicted to expand by 30–40%...
Tuesday 22 August 2023
Japanese semiconductor equipment firms invest in future growth related to AI
According to Dempa and Nikkei reports, most semiconductor equipment-related vendors' April to June results declined from a year ago. However, those vendors remain...
Tuesday 22 August 2023
Honor smartphones pursuing re-entry in India by not being Chinese
Honor, a Chinese smartphone vendor that has a negligible presence in India, announced a re-entry into the South Asian country with a strategy that is more aligned with the Indian...
Tuesday 22 August 2023
Wingtech lands orders for new Honor smartphone sold in India, say sources
A new Honor smartphone designed for the Indian market will be assembled at Chinese ODM Wingtech Technology's factory in India, according to industry sources, and is expected to hit...
Tuesday 22 August 2023
Upcoming iPhones to cost more; 2023 shipment forecast less optimistic
The forthcoming iPhone models from Apple will be more costly, causing industry sources to be less optimistic about this year's shipments.
Monday 21 August 2023
UK is in talks with tech giants on AI chips, Telegraph reports
UK government officials have held discussions with tech giants Nvidia Corp., Advanced Micro Devices Inc. and Intel Corp. about procuring equipment for national artificial intelligence...
Monday 21 August 2023
HBM memory bit supply to soar in 2024
According to a recent report by TrendForce, memory manufacturers are expanding their production capacities to satisfy the rising demand for processors designed in-house by CSPs. This...
Monday 21 August 2023
Handset chip backend houses pin hopes on new iPhones to bolster basic shipments in 2H23
Taiwan's mobile phone chips backend supply chain players have recently expressed pessimism about the handset application market outlook. Major OSATs ASE Technology and King Yuan Electronics,...
Monday 21 August 2023
Lite-On seizes AI wave as it undergoes strategic overhaul
Generative AI has rapidly risen worldwide, sparking a new industrial revolution and driving urgent demand for high-wattage power supplies for AI servers. Anson Chiu, the CEO of Lite-On...
Monday 21 August 2023
PDC expects automotive components to drive large-sized MLCC, R-Chip growth
Prosperity Dielectrics Co. (PDC) held an earnings call on August 18. The company said the application of large-sized multi-layer ceramic capacitors (MLCC) and chip resistors (R-Chip)...
Monday 21 August 2023
Lenovo: AI smartphones and AI PCs to impact market in 2024
Despite a decline in PC revenue that continues to affect Lenovo's latest quarterly performance, Yang Yuanqing, Chairman and CEO of Lenovo, emphasized during a recent earnings call...