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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Tuesday 1 April 2025
AI data center demand: Bubble or boom? Taiwan's server ODMs paint optimistic picture
There is growing speculation regarding a potential slowdown in the demand for AI data centers. Despite these concerns, Taiwan's server original design manufacturers, who hold more...
Tuesday 1 April 2025
Huawei 2024 annual report: US$118B in revenue, profit slips, R&D spending soars past US$25B
Huawei Chairman Liang Hua said at the Guangdong High-Quality Development Conference in early February that the company's total sales revenue for 2024 surpassed CNY860 billion (approx...
Tuesday 1 April 2025
Deepseek AI drives unprecedented demand for Nvidia's China-specific chips
Nvidia's relationship with Chinese AI startup DeepSeek has evolved dramatically, affecting Nvidia's stock price and driving strong demand for its China-specific H20 GPU in China....
Tuesday 1 April 2025
Foxconn's CEO rotation signals strategic evolution
When Foxconn (Hon Hai Technology Group) launched its rotating CEO system in April 2024, it was seen as a bold experiment aimed at grooming future leaders and strengthening corporate...
Tuesday 1 April 2025
Corning launches Gorilla Glass Ceramic with Motorola as exclusive debut partner
Corning, a well-established US manufacturer known for its expertise in glass substrates, has launched a new product called Gorilla Glass Ceramic. This innovative glass-ceramic material...
Tuesday 1 April 2025
Taiwan pursues ADTA to deepen US trade amid 'Dirty 15' concerns
As the seventh-largest US trade partner, Taiwan has been speculated by foreign media as part of the "Dirty 15" countries targeted for reciprocal tariffs. However, the US government...
Monday 31 March 2025
Foxconn reportedly to double iPhone manufacturing in India
Foxconn reportedly plans to double iPhone production in India by 2025, aiming to produce 25-30 million units annually. This expansion, driven by Apple's diversification strategy and...
Monday 31 March 2025
NSTC advances digital healthcare with AI, 5G, MIoT, and biomedical big data integration
With the rapid advancement of artificial intelligence (AI), smart healthcare and digital health are entering a new era of possibilities. In response, the Taiwanese government is leveraging...
Monday 31 March 2025
Leadership void tests Lee Jae-yong's vision for Samsung
The unexpected death of co-CEO Han Jong-Hee has reignited concerns about Samsung's fragmented leadership structure and uncertain long-term direction.
Sunday 30 March 2025
Foxconn appoints Kathy Yang as rotating CEO, first woman to take the helm
Hon Hai Technology Group (Foxconn) today announced the appointment of Kathy Yang Chiu-chin as its new rotating Chief Executive Officer, effective immediately.
Sunday 30 March 2025
What's the status of Thailand's tech supply chain after the earthquake?
A powerful 7.7 magnitude earthquake struck central Myanmar on Friday, March 28, rocking neighboring Thailand and prompting emergency measures in Bangkok. Despite the significant tremor,...
Saturday 29 March 2025
Tariff risk could reshape Taiwan's server production dynamics in Mexico, Southeast Asia, says DIGITIMES
Amid uncertainties regarding US tariff policy, Taiwanese server manufacturers are adapting for the future. DIGITIMES analyst Yen Chou noted that servers produced in the US will be...
Saturday 29 March 2025
LLM proliferation drives edge market growth, benefiting IPC vendors
The widespread market adoption of artificial intelligence (AI) has prompted various industries to seek AI applications for transformation and efficiency enhancement. In particular,...
Friday 28 March 2025
PCB marker ACCL expands production to meet AI server demand amid market shifts
Allied Circuit (ACCL), a PCB manufacturer backed by Compal, is navigating a pivotal shift in the server market as traditional server demand wanes and AI servers gain dominance. By...
Friday 28 March 2025
Foxconn boosts global growth with significant investment in US manufacturing facilities
Geopolitical tensions have made regional production a critical priority for manufacturers, and Foxconn, a company renowned for its global manufacturing footprint, is once again enhancing...