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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 7 February 2023
MediaTek, Realtek await pick-up in orders for Wi-Fi chips
Both MediaTek and Realtek Semiconductor believe that a wave of Wi-Fi 6/6E upgrades is still in progress and that basic demand has not abated. Wi-Fi chip sales can still contribute...
Tuesday 7 February 2023
Largan expects revenue to decrease further in February
Largan Precision, a maker of optical lens modules, expects its revenue to continue declining in February after its sales fell 18.74% sequentially and 13% annually to NT$3.26 billion...
Tuesday 7 February 2023
TINVA optimistic about Taiwanese startups developments in ESG, semiconductors, medical devices, smart manufacturing
Taiwanese startups can no longer involve in "me-too" or "me-better" businesses, but must plan ahead and develop "me-only" technologies. The reasons are because the scales of Taiwanese...
Tuesday 7 February 2023
Excess 4G handset chip inventories hit foundries
Excess 4G handset chip inventories, including application processors and power amplifiers (PA), are dragging down fab utilization rates at related foundries, according to industry...
Tuesday 7 February 2023
Samsung upbeats about sales of new flagship smartphones in Taiwan
Samsung Electronics has launched its latest flagship Galaxy S23 family products in the Taiwan market, with availability starting on February 24.
Tuesday 7 February 2023
Qualcomm, MediaTek look to India, Southeast Asia for mobile SoC sales growth
Qualcomm and MediaTek are both looking to emerging markets such as India and Southeast Asia for growth in mobile SoC sales this year, as overall confidence in the mobile phone supply...
Monday 6 February 2023
Global server shipments to suffer from declining performance in 1Q23, says DIGITIMES Research
Fourth-quarter 2022 global server shipments declined 7.1% from the prior quarter and 4.3% from the prior year as China-based datacenter operators, as well as server brands, exhibited...
Monday 6 February 2023
How MediaTek steadies the ship
MediaTek has provided a relatively optimistic short-term outlook concerning handset inventory digestion at channels. It has also seen some recovery in non-handset business segments...
Monday 6 February 2023
MediaTek expects 6-14% revenue drop in 1Q23
MediaTek expects to post a further revenue decrease of 6-14% in the first quarter of 2023 after experiencing a nearly 24% sequential revenue decline in the fourth quarter of 2022.
Monday 6 February 2023
India roundup: Apple supplier reportedly begins making component for AirPods in India
Apple's supplier Jabil reportedly begins making plastic enclosures in India. Samsung Electronics announced to make the latest flagship Galaxy S23 production in India.
Friday 3 February 2023
Chunghwa Telecom sets aside 2023 capital expenditure budget of over NT$35 billion
Taiwan's Chunghwa Telecom (CHT) has set aside a capital expenditure budget of NT$35.31 billion (US$1.18 billion) for 2023 mainly for expanding IDC (Internet data center) capacity,...
Friday 3 February 2023
Foldable phone may not be enough to save Samsung from unprecedented crisis
Despite still being the smartphone market leader, Samsung is losing to Apple in the high-end market while being pursued by Chinese brands in the mid-to-low tier market. Samsung has...
Friday 3 February 2023
Montage Tech enters mass production of PCIe 5.0/CXL 2.0 retimer
China-based Montage Technology, dedicated to memory interface products and PCIe retimer chips, has recently kicked off volume production of its latest PCIe5.0/CXL 2.0 retimer, which...
Friday 3 February 2023
Apple saw worst holiday performance in 4 years, but sees hope in India
As seen on Apple's latest financial results, the world's largest company by market cap suffered from a weak economy and supply constraints that led to the worst holiday performance...
Friday 3 February 2023
Qualcomm posts revenue drop in fiscal 1Q23; automotive chip sales jump 58%
Qualcomm has reported revenue declined 12% on year to US$9.5 billion in its fiscal first quarter, with its QCT (Qualcomm CDMA Technologies) business generating nearly US$7.9 billio...