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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 20 September 2023
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
DIGITIMES Research believes tight CoWoS capacity, which is needed for packaging HBM, will result in the supply of high-end AI servers falling short of demand by more than 35% in 2023,...
Wednesday 20 September 2023
LEO user terminals a major focus of Taiwan Aerospace and Defense Technology Exhibition
The strategic importance of satellite communication, as demonstrated by Starlink during the war in Ukraine, has led to a surge of interest in low Earth orbit (LEO) satellite communication...
Wednesday 20 September 2023
Space lab startups Axiom, Vellon Space, Yuri visiting Taiwan for partnerships, connected by TAcc+
To align with global space industry development trends and establish comprehensive solutions for Taiwan's space industry, Taiwan Accelerator Plus (TAcc+), a Taiwanese government-sponsored...
Wednesday 20 September 2023
Asia Supply Chain top 250 highlights new growth opportunities in EV and generative AI
With tensions between Washington and Beijing taking center stage, concerns emerged regarding the status of supply chains and the competitive landscape among various Asian countries...
Wednesday 20 September 2023
How Transsion managed to obtain more than 40% of Africa's smartphone market
With a population of 1.4 billion and an annual demand for more than 200 million smartphones, Africa is a big market. However, few have asked why it is that Transsion, a Chinese brand,...
Wednesday 20 September 2023
iPhone 15 preorders exceed expectations, driven largely by Pro models
Preorders for the iPhone 15 lineup have begun after Apple's latest launch event. Carriers and retailers have all noted higher-than-expected preorder volumes, the most popular being...
Wednesday 20 September 2023
China strives to produce cell phone peripheral ICs locally
Huawei's Mate 60 Pro has been shown to be equipped with only locally-produced SoCs and no peripheral chips from US-based companies. This revelation is part of the greater trend in...
Wednesday 20 September 2023
Equipment suppliers upbeat about demand generated by AI wave
Chipmaking and PCB production equipment suppliers are bullish on advanced chip demand as a result of a surge in AI servers and related products, according to industry sources.
Wednesday 20 September 2023
Server cooling solution demand from China CSPs rising; TaiSol to benefit
Because of the US chip ban and the shortage of Nvidia's GPUs, many China-based cloud service providers (CSPs) have turned to domestically produced chips with higher energy consumption...
Wednesday 20 September 2023
India sees rising demand for data centers
Thanks to rising internet subscribers and data consumption, as well as more enterprises migrating to cloud and government initiatives for Digital India, India rapidly emerges as one...
Wednesday 20 September 2023
Huawei steps up NAND flash procurement, say sources
Huawei has stepped up its NAND flash chip procurement for its smartphones, driving up the memory prices recently, according to industry sources.
Wednesday 20 September 2023
Intel catching up in AI race, announcing Meteor Lake CPUs for PCs
At the ongoing Intel Innovation 2023 conference, Intel CEO Pat Gelsinger announced a number of the company's important AI progress initiatives, including the upcoming launch of its...
Wednesday 20 September 2023
Inspur announces investment in chip firm Yunsilicon
Chinese server vendor Inspur has announced its investment in Shanghai Yunsilicon Technology, a startup that develops and innovates cloud datacenter ASIC products.
Wednesday 20 September 2023
Network IC manufacturers optimistic about infrastructure demand in India
Taiwanese network IC suppliers are optimistic about demand from India, which requires extensive infrastructure upgrades as it solidifies its position as a key technology product manufacturing...
Tuesday 19 September 2023
India may offer incentives for phone and vehicle manufacturers to embrace NavIC support
After the operation of the indigenously developed NavIC navigation system, India is on track to encourage mobile devices, including phones and vehicles, to support NavIC with potential...