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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 24 March 2023
Dell sees robust demand for AI products and solutions
Dell now has over 1,000 AI products and solutions on hand, indicating that the AI industry has reached a tipping point, according to Terence Liao, GM of Dell Technologies Taiwan.
Thursday 23 March 2023
Former Google director sees long-term needs for Taiwan to cultivate large language models
As ChatGPT gains traction, Taiwan's industry, government and academia have declared the intention to develop large language models (LLM) one after another. In this regard, Lee-feng...
Thursday 23 March 2023
Nvidia to enter 'coopetition' with cloud service providers with DGX Cloud, says TiEA chair
Nvidia can be said dominate the lifeblood of the AI industry, and its newly launched AI supercomputing service DGX Cloud will incur 'coopetition' with leading cloud service providers...
Wednesday 22 March 2023
Slower growth for AR/VR headset shipments in 2023 but strong growth forecast through 2027, says IDC
On the heels of a weaker-than-expected 2022, IDC has lowered its forecast for augmented and virtual reality (AR/VR) headsets in 2023. Global shipments are now expected to reach 10.1...
Wednesday 22 March 2023
Apple benefits from smartphone premiumization in India with 40% iPhone shipment growth
With the rise in components for smartphones and the increasing US dollar exchange rate, India's smartphone has become more expensive, disrupting the budget segment and leading to...
Wednesday 22 March 2023
China's telecom giants forge ahead with 6G plans amidst looming international sanctions
The commercialization of 5G has entered its third year. In terms of market penetration, South Korea and China are the global leaders in 5G. Backed by the support of national policies...
Wednesday 22 March 2023
6G competition heating up
Commercialization of 6G technology may not arrive until 2023, but China, the US, the EU, Japan, and Korea have already stepped up development of chip applications supporting the next-generation...
Wednesday 22 March 2023
Taiwan III-V IC suppliers see promising demand from Sony
With Sony attempting to secure additional sensor chip orders for Apple's iPhones, Taiwan-based epitaxial wafer manufacturers and other III-V IC suppliers are optimistic about demand...
Wednesday 22 March 2023
Taiwan IC design houses eyeing edge AI biz opportunities
A surge in demand for edge AI devices is generating opportunities for Taiwan-based IC design houses.
Wednesday 22 March 2023
Nvidia GTC puts focus on generative AI
Nvidia is showcasing its latest technologies and breakthroughs in a variety of areas, including AI and the metaverse, particularly generative AI, at its ongoing GPU Technology Conference...
Tuesday 21 March 2023
India's local electronics manufacturers begin to emerge amid rising PC demand
Following mobile phones, smartwatches, and wireless headphones, the India-based contract manufacturer Optiemus Electronics is expanding its manufacturing portfolio to include laptop...
Tuesday 21 March 2023
GaAs foundries mull price cuts to entice orders for handset PAs
GaAs (gallium arsenide) foundries are considering cutting their quotes to land power amplifier (PA) orders from RF IDMs, which are looking to replenish their inventories, according...
Tuesday 21 March 2023
Handset sales turn brisk in Taiwan
Sales of handsets in the Taiwan market have been brisk recently, defying the industry's conservative outlook for a sluggish performance on the ground of high market penetration and...
Tuesday 21 March 2023
Automotive, industrial IC demand remains brisk
Despite persistently weak demand for PCs, handsets, and consumer electronics devices, the automotive and industrial sectors continue to see robust momentum, with supplies of certain...
Tuesday 21 March 2023
Nvidia finds strength in AI era
Nvidia, which possesses key AI and GPU software and hardware capabilities, has been thrust into the spotlight over the last two years, driven by the growth of the metaverse and the...