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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 15 June 2023
Digital transformation to fuel rugged industrial PC demand
Rugged industrial personal computer (IPC) manufacturers have observed that geopolitical shifts and the digital transformation of national defense have accelerated the demand for defense-related...
Thursday 15 June 2023
High-end handset AP demand unlikely to pick up until 2024
High-end handset application processor (AP) demand is unlikely to pick up until next year, and it will return to a normal growth track in 2024-2025, according to sources at backend...
Thursday 15 June 2023
Slowing cloud infrastructure spending may hamper Nvidia and AMD
Despite the heated competition between Nvidia and AMD following the latter's latest offering of MI300X, the global data center market has slowed as enterprises tighten their belts.
Wednesday 14 June 2023
IC distributors see lackluster demand for handsets
IC distributors are pessimistic about handset chip demand for the remainder of this year, as brand handset vendors have prioritized inventory management, according to industry sour...
Wednesday 14 June 2023
India may account for 18% of iPhone production, says BoA
India may account for nearly 20% of global iPhone production in the next two years, but India's value addition for mobile phones is still falling behind China and Vietnam.
Wednesday 14 June 2023
Inventec looks to AI servers, automotive for 2023 growth
Inventec's AI server and automotive businesses are on track for significant revenue growth this year, according to Sam Yeh, chairman of the Taiwan-based ODM/OEM company.
Wednesday 14 June 2023
Delta gearing up for AI server boom
ChatGPT sparked market growth and refocused attention on AI servers and related components, including power supply and cooling solutions. Delta Electronics, which has been engaged...
Tuesday 13 June 2023
Immersion cooling solutions to thrive on AI, HPC boom
With proliferating AI applications and ever-rising demand for HPC (high performance computing), high-efficiency cooling solutions are gaining importance in dissipating heat resulting...
Tuesday 13 June 2023
Samsung's dominance in foldable phones severely threatened by Chinese competitors like Huawei
The foldable phone market is entering a competitive phase, with incumbent market leader Samsung Electronics' position being seriously challenged. Compared to its peak in 2020, Samsung...
Tuesday 13 June 2023
Will consumer demand boost chip demand in 2H23?

With Apple Inc. announcing a series of product launches recently, the semiconductor industry is hinging high hopes for a...

Tuesday 13 June 2023
Samsung and Apple drive India's handset exports by 50-fold
Official government data shows that India's handset exports have spiked over the past five years thanks to investments by Samsung and Apple suppliers. However, India still fell behind...
Tuesday 13 June 2023
Honor may re-enter India's smartphone market
China-based smartphone brand Honor is reportedly planning to re-enter the strategically important Indian market, which may make Honor the sole major Chinese smartphone vendor that...
Tuesday 13 June 2023
Inventec is the only Taiwanese company in OpenAI supply chain
Given that Inventec is the sole provider of motherboards for ChatGPT servers, the company's 2019 investment in server systems integrator (SI) ZT has become the primary driver for...
Monday 12 June 2023
Digital label and packaging market thrives in Asia Pacific amid economic downturn, says IDC
According to IDC Worldwide Industrial Printer Tracker, a total of 52 units of digital label and packaging printers were shipped in the first quarter of 2023 for Asia Pacific excluding...
Monday 12 June 2023
Apple's Vision Pro may get into trademark fights in China and America
Although Apple's US$3,499 Vision Pro headset received worldwide media attention at the WWDC 2023 last week, there are already companies waiting to take a big bite out of the Vision...