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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 27 June 2025
Q3 outlook: smartphone industry weighs tariff risks against product launch momentum
As the calendar turns to the third quarter of 2025, the global smartphone industry finds itself at a critical juncture, shaped by a complex mix of geopolitical tensions, tariff uncertainty,...
Friday 27 June 2025
Taiwan Mobile achieves growth from transformation to tech service provider
Taiwan Mobile has achieved significant results in both the consumer and enterprise market segments, thanks to its transformation from merely a telco firm to a tech service provider...
Friday 27 June 2025
Alibaba Cloud to deploy AI models worldwide with US$52 billion infrastructure push
Alibaba Cloud, the cloud computing arm of Chinese tech giant Alibaba Group, plans to expand access to its proprietary and third-party artificial intelligence models across more of...
Thursday 26 June 2025
AWS customer distribution analysis: Asia-Pacific ranks third with untapped potential
Amazon Web Services (AWS) currently serves approximately 4.2 million customers worldwide, with startups making up 70% of this base, according to recent industry research. The US remains...
Thursday 26 June 2025
Macroeconomic turbulence clouds 3Q25 outlook; global annual auto sales hold steady
Global economic instability—fueled by US tariffs and escalating geopolitical tensions, particularly the Israel-Iran conflict—is clouding expectations for a supply chain...
Thursday 26 June 2025
Taiwan opens satellite phone frequency applications while restricting Chinese smartphone access
Taiwan announced new satellite mobile communication frequency applications but imposed localization requirements that effectively bar Chinese smartphones from using direct-to-satellite...
Thursday 26 June 2025
Jensen Huang eyes physical AI as US manufacturing begins
At Nvidia's 2025 annual shareholder meeting, CEO Jensen Huang presented the company's strategic outlook for the coming decade, emphasizing the critical role of AI infrastructure,...
Thursday 26 June 2025
Taiwan telcos slow to embrace satellite phones despite approval
Taiwan's telecommunications operators remain cautious about satellite phone services even after regulators cleared the way for applications, highlighting challenges in a market seeking...
Thursday 26 June 2025
GB300 shipments boost exports; private investment in 2025 expected to reach NT$5.7 trillion
Chin-Ching Liu, chairman of the National Development Council (NDC), stated during a briefing at Taiwan's Economic Committee on June 25 that manufacturers' annual shipments are usually...
Thursday 26 June 2025
Google DeepMind launches offline-capable robotics AI model
Google DeepMind has unveiled Gemini Robotics On-Device, the first cloud-independent robotics model capable of performing complex tasks without internet connectivity. This AI model...
Thursday 26 June 2025
Micron projects record revenue, but analysts split on outlook
Micron reported a 36.6% year-over-year revenue jump to US$9.3 billion in the third quarter of fiscal 2025, fueled by strong DRAM demand and AI momentum. While some analysts view the...
Wednesday 25 June 2025
Smartphone brands prepare Q3 launches after tepid 618 shopping festival performance
China's 618 Shopping Festival ended with smartphone sales showing continued growth, though at a more modest pace than previous years, as consumer demand weakened due to tariffs, inflation,...
Wednesday 25 June 2025
Taiwan Mobile bets big on AI and Web3 with 'Telco+Tech' strategy; reports robust Q1 results
As AI and Web3 technologies rapidly reshape industries, telecom companies are shifting away from traditional connectivity services toward more expansive, technology-driven solutions...
Wednesday 25 June 2025
GrandTech Cloud Services eyes overseas opportunities in OTC stock listing
GrandTech Cloud Services, a subsidiary of IT product supplier GrandTech CG Systems, will transition from the emerging stock market to the over-the-counter (OTC) stock market in mid-July...
Wednesday 25 June 2025
Adlink's three strategic pillars and four growth verticals for AI future
Adlink chairman Jim Liu expressed confidence in the company's future, highlighting that the number of design wins for 2024 has reached the highest level in 30 years. Despite tariff...