CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 31 July 2025
Meta boosts 2025 capex to US$72 billion, expands AI push with superintelligence team
Meta posted strong second-quarter 2025 earnings, fueled by gains in AI-powered advertising. However, the company is ramping up its long-term investment in superintelligence, pushing...
Thursday 31 July 2025
Arm-based chips set to capture nearly half of hyperscaler AI market in 2025, says CEO
Arm's AI-focused strategy continues to gain traction, with record royalty growth and increasing demand for its data center and edge computing platforms.
Thursday 31 July 2025
Arm's China surge and steady royalties offset smartphone and export curbs slump
Arm Holdings saw steady royalty revenue growth in the first quarter of fiscal 2026 despite a slow smartphone market recovery. CFO Jason Child reported a 25% year-over-year increase...
Thursday 31 July 2025
Qualcomm sees handset rebound by year-end, signals strength in China amid Apple drag
Qualcomm anticipates renewed growth in its handset business in the fourth quarter of fiscal 2025, driven by strong Android momentum and new chip launches, even as revenue tied to...
Thursday 31 July 2025
Microsoft 4QFY25: AI integration deepens across cloud, productivity, and platform services
Microsoft closed out fiscal year 2025 with strong fourth-quarter results, underscoring how artificial intelligence (AI) is becoming an integral part of its operations, product portfolio,...
Thursday 31 July 2025
Foxconn and Teco team up on AI infra, starting with Stargate

Foxconn and Teco Electric & Machinery unveiled a strategic alliance on July 30 via a share swap deal, marking a shift in focus toward...

Thursday 31 July 2025
Qualcomm eyes post-mobile era with Alphawave acquisition, PC and XR bets in Q3 update
Qualcomm is doubling down on its expansion into next-generation computing, with CEO Cristiano Amon during the latest earnings call on July 30 highlighting significant progress in...
Thursday 31 July 2025
Meta posts strong 2Q25 growth, but rising AI investments weigh on outlook
Meta delivered a solid second quarter with revenue and profit surging on strong advertising performance. However, rising AI infrastructure spending and a slower revenue growth outlook...
Thursday 31 July 2025
Microsoft tops 4QFY25 expectations with strong Azure growth and cloud momentum
Microsoft reported robust fiscal fourth-quarter results, driven by a surge in Azure sales and cloud momentum. Better-than-expected margins and disciplined capital investment supported...
Thursday 31 July 2025
Qualcomm posts solid Q3, but Apple warning clouds outlook
On July 30, Qualcomm reported a 10% year-on-year increase in revenue for its fiscal third quarter, driven by strong growth in IoT and automotive segments. However, its mixed outlook...
Thursday 31 July 2025
Foxconn–Teco alliance bets on reshoring the AI data center
Foxconn and Teco Electric and Machinery unveiled a strategic alliance on July 30 via a share swap, combining their expertise in electromechanical systems and ICT to pursue opportunities...
Thursday 31 July 2025
CHT completes Google certificate renewal, aims to restore trust list by 2Q26
Chunghwa Telecom (CHT) announced on July 29, 2025, that it had successfully completed the renewal and reissuance of Google certificates for government and commercial websites on July...
Thursday 31 July 2025
Microsoft cannot protect EU data from US government
Microsoft has admitted to a French Senate hearing that it cannot guarantee data sovereignty. Even if data is stored on servers in Europe, the US government can still access it under...
Thursday 31 July 2025
Tariff pressures, PLI scheme drive diverging export fortunes for Samsung and Apple
Samsung's smartphone exports from India dropped sharply in the second quarter of 2025, likely due to the end of its eligibility for the production-linked incentive (PLI) scheme. Meanwhile,...
Thursday 31 July 2025
AI and ASIC servers drive soaring demand for BBUs amid rising power consumption
The rapid increase in power consumption by AI servers is fueling a surge in demand for backup battery units (BBUs). Market expectations indicate that key Taiwanese players such as...