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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 18 June 2021
Server shipments undermined by shortages of ICs, CPUs and switches
Despite strong demand from the cloud computing sector, shortages of ICs and CPUs are resulting in reduced server shipments, while rack server system suppliers are also facing tight...
Thursday 17 June 2021
Highlights of the day: IC vendors seeking long-term foundry supply
Chip vendors have been scrambling for foundry capacity supply from Taiwan. Both international and domestic IC vendors, such as Infineon and MediaTek have been willing to strike ...
Thursday 17 June 2021
China smartphone shipments decline in May
Sales of smartphones in the China market remained lackluster in May, with related shipments declining 31% from a year earlier to 22.6 million units in the month, according to data...
Thursday 17 June 2021
US-Taiwan partnerships: Q&A with Arati Shroff, deputy chief of Economic Section at AIT
Bloomberg has warned that the world is "dangerously dependent" on supply of semiconductors from Taiwan - an assertion echoed by attempts that many governments have made to avoid placing...
Wednesday 16 June 2021
5G models to account for 80% of Taiwan handset sales in 2H21
Sales of 5G smartphones in the Taiwan market are likely to account for over 80% of total handset shipments in the second half of 2021 thanks to the new offerings of 5G models from...
Wednesday 16 June 2021
Taiwan IC design houses upbeat about shipments for 5G phones
Taiwan-based IC design houses are optimistic about their shipments for smartphone applications in the third quarter of 2021, thanks to the upcoming rollouts of new 5G-enabled models,...
Tuesday 15 June 2021
Highlights of the day: Digitimes releases ASC 100 Asia tech supply chain survey
The top-100 tech firms in Asia are mostly based in Japan, China, Korea and Taiwan, with the car and tech products/equipment sectors making up the two largest groups, according to...
Tuesday 15 June 2021
ASC 100: Long-term changes to top 20 suppliers in six Asian countries are worth watching
Countries in Southeast Asia and South Asia stand a chance of becoming rising stars in the midst of supply chain shifts and the move toward shorter supply chains and localization....
Tuesday 15 June 2021
ASC 100: Only six semiconductor companies make top 100, but lead well in average profit and market value
Companies in the "tech products and equipment" and "automotive manufacturing" sectors account for half of the Digitimes' Asia Supply...
Tuesday 15 June 2021
ASC 100: TSMC, Samsung lead in market value; semiconductor, EV sectors gaining traction
Benefiting from the US-China tech war and sharp chip shortages following the pandemic outbreak, and with automotive clients competing for foundry capacity support, the entire semiconductor...
Tuesday 15 June 2021
ASC 100: Toyota No. 1 by revenue; half of top 50 with strongest revenue growth are Chinese firms
Digitimes, an Asia-based premium source of tech supply information, has just released its 2021 Asia Supply Chain 100 (ASC100)...
Tuesday 15 June 2021
ASC 100: Digitimes identifies 3 major trends that will reshape global supply chains
Digitimes, an Asia-based premium source of tech supply chain information, undertook a six-month study on the financial reports of 4,725 publicly listed corporations across 11 countries...
Friday 11 June 2021
Taiwan IC distributors to enjoy strong 2021
Taiwan-based IC distributors, particularly those specializing in memory IC sales, are poised to generate impressive revenues in 2021, according to industry sources.
Friday 11 June 2021
O-RAN market set to rise along with 5G private networks
The 5G private network architecture outlined in 3GPP Release 16 allows businesses to deploy private networks by themselves, which will not only bring changes to the previous model...
Friday 11 June 2021
Global smartphone AP market posts double-digit growth in 1Q21
The global smartphone applications processor (AP) market surged 21% on year to US$6.8 billion in the first quarter of 2021, according to Strategy Analytics.