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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 22 February 2023
Smartphone AP inventory correction may persist into 4Q
As the semiconductor industry is facing cyclical challenges, analysts foresee a slower-than-expected inventory clearing for smartphone chips, casting a shadow on two leading providers,...
Wednesday 22 February 2023
RFID tag ODM eyeing 5G, IoT, contactless business opportunities
Arizon RFID Technology is optimistic about RFID uses in 5G and IoT device applications, as well as post-pandemic contactless business opportunities, according to the RFID tag ODM.
Wednesday 22 February 2023
Taiwan handset market shows signs of improving
Some handset brands have reported brisk sales of their newly released models in the Taiwan market, raising speculation that the local handset market might eventually usher in a recovery...
Tuesday 21 February 2023
IC substrate maintains double-digit growth in 2023 due to solid server and automotive demand
Compared to other PCB products, IC substrates are still optimistic about maintaining positive growth in 2023. However, the growth margin is expected to be smaller compared to 2022...
Tuesday 21 February 2023
Major mobile SoC suppliers seize mid-tier phone upgrades to promote 4nm products
The two major phone SoC suppliers, MediaTek and Qualcomm, have been planning their entry into the mid-tier market. Observing this trend, the mobile phone supply chain hoped that the...
Tuesday 21 February 2023
Google reportedly to provide specific Android version for India
Following Google's decision to cooperate with India's anti-trust authorities to change its Android policies, Android phones in India may get a new version of Google Mobile Services,...
Tuesday 21 February 2023
Server DRAM to account for 37.6% of total bit output in 2023, says TrendForce
Server DRAM memory is expected to account for 37.6% of total industry bit output in 2023, surpassing the mobile DRAM segment's 36.8% share, according to TrendForce.
Tuesday 21 February 2023
Tatung sees 60% order hikes in 2022 for amorphous transformer
Electric machinery maker Tatung saw orders for amorphous transformers hiking 60% on year for in 2022, according to the company.
Monday 20 February 2023
Philippines smartphone market recorded biggest annual decline of 8.6% in 2022, says IDC
According to the IDC's Quarterly Mobile Phone Tracker, the Philippines smartphone market declined 8.6% on year, shipping 16.3 million units in 2022.
Friday 17 February 2023
Chinese chipmakers to advance GPU development for ChatGPT
The rising popularity of ChatGPT, an AI-powered chatbot developed by OpenAI, has encouraged Chinese chipmakers to accelerate their related GPU development.
Friday 17 February 2023
Falling NAND chip prices to accelerate smartphone memory specs upgrades
NAND flash prices have fallen below suppliers' cash-cost levels, hastening the promotion of 1TB as the standard specification for flagship mobile phones, according to industry sour...
Thursday 16 February 2023
Chinese startup Cambricon gets new funds to advance 7nm chips for ChatGPT-like applications
China-based AI chip startup Cambricon Technologies, already listed on the Sci-Tech Innovation Board of the Shanghai Stock Exchange, recently has been approved to issue CNY1.672 billion...
Thursday 16 February 2023
GF warns of slowdown in 1Q23 after record 2022
Despite achieving record gross margins and net income in 2022, GlobalFoundries has warned of a slowdown in the first quarter of 2023.
Thursday 16 February 2023
IDC forecasts edge computing investments to reach US$208 billion in 2023
Worldwide spending on edge computing is expected to be US$208 billion in 2023, an increase of 13.1% over 2022. Enterprise and service provider spending on hardware, software, and...
Thursday 16 February 2023
Intel launches new Xeon workstation processors under W-3400, W-2400 series
Intel has announced the new Intel Xeon W-3400 and Intel Xeon W-2400 desktop workstation processors (codenamed Sapphire Rapids), led by the Intel Xeon w9-3495X, the most powerful desktop...