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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 11 May 2023
Intel, BCG collaborate to deliver enterprise-grade, secure generative AI
Intel and Boston Consulting Group (BCG) have announced a strategic collaboration to enable generative artificial intelligence (GenAI) using end-to-end Intel AI hardware and software...
Thursday 11 May 2023
DFI to pursue gross margin, profit growth in 2023
Taiwan-based industrial motherboard and computing device maker DFI will strive to increase its gross margin and profits this year.
Thursday 11 May 2023
Heat dissipation in high demand for AI servers
Heat dissipation for servers is in high demand due to the popularity of AI, according to Spencer Shen, chairman of cooling module maker Asia Vital Components (AVC).
Thursday 11 May 2023
ABF substrate market may regain prosperity in 2024
The ABF substrate market segment is expected to regain prosperity in 2024, buoyed by rising demand for AI servers, according to market sources.
Thursday 11 May 2023
Nvidia places additional orders requiring TSMC CoWoS
Nvidia has placed additional orders for AI chips that require TSMC's CoWoS (chip on wafer on substrate) packaging, according to industry sources.
Wednesday 10 May 2023
Global server shipments to see slight sequential growth in 2Q23 amid cloud service boom
Upstream and downstream players in the electronics industry remained at the inventory adjustment stage in the first quarter of 2023, with their revenue performance mostly stalling...
Wednesday 10 May 2023
Accelerating sustainability investments to fuel double-digit growth in European digital spending in 2023, says IDC
European spending on digital transformation is forecast to exceed US$550 billion in 2023, an on-year increase of 15.9% from 2022. According to IDC's latest Worldwide Digital Transformation...
Wednesday 10 May 2023
Dutch and Taiwanese VCs co-invest to bring Taiwanese supply chain into orbiting space factory
Netherlands-based Space Infrastructures Ventures (SIV) and Taiwan-based Infinio Capital have jointly invested to set up "Orbital Outpost Asia" in Taiwan, dedicated to the development...
Wednesday 10 May 2023
Chicony expects revenue and profit growth in 2Q23
PC peripheral specialist Chicony Electronics reiterated the company's efforts to expand its non-PC offerings while anticipating sequential revenue and profit increases in the second...
Wednesday 10 May 2023
Wiwynn to see AI training server shipments boost
Wiwynn has initiated shipments of AI training servers, which currently only account for a small portion of the company's revenue but are projected to increase significantly by 2024,...
Tuesday 9 May 2023
Rohm mass producing 650V GaN HEMTs
ROHM Semiconductor has announced mass production of 650V gallium nitride (GaN) high-electron-mobility transistors (HEMT) optimized for a wide range of power supply systems applications...
Tuesday 9 May 2023
Neo Semiconductor develops 3D NAND-like DRAM
Neo Semiconductor has announced the release of 3D X-DRAM, the world's first 3D NAND-like DRAM, which the company believes would eliminate DRAM's capacity issue and replace the entire...
Tuesday 9 May 2023
Wiwynn posts strong 1Q23 results
Server ODM Wiwynn has reported net profits of nearly NT$3.3 billion (US$107.5 million) on revenue of NT$74.23 billion for the first quarter of 2023, both of which set new records...
Tuesday 9 May 2023
New Largan plant on track for equipment move-in
Smartphone-lens module specialist Largan Precision is on track to complete the construction of its new plant in Taiwan despite slow sales in the first four months.
Tuesday 9 May 2023
Compal posts profit and margin increases in 1Q23
ODM Compal Electronics saw its net profits climb about 30% sequentially in the first quarter of 2023, with gross margin and operating margin also besting performances from the previous...