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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 3 June 2025
Modem independence proves elusive as Apple and Xiaomi grapple with custom designs
Apple's first real effort to cut ties with Qualcomm's modem dominance appears to have stumbled out of the gate. Qualcomm commissioned Cellular Insights to run real-world 5G tests...
Monday 2 June 2025
MetaAge unveils ambitious 2025 Strategy: Expanding MSP, AI integration, and cybersecurity services
MetaAge, a subsidiary of Qisda, has outlined its ambitious roadmap for 2025, with a core focus on expanding its Managed Service Provider (MSP) offerings, artificial intelligence (AI)...
Monday 2 June 2025
Apple's stable foundation and diversified supply reduce tariff impact, but industry experts remain cautious
The US Court of International Trade ruled on May 28, 2025, that US President Donald Trump's reciprocal tariffs are invalid. Yuan-Kai Chung, chairman and president of Audix, commented...
Monday 2 June 2025
SYNergy ScienTech takes new path with novel battery cells for AI server BBUs
The development of AI servers is creating fresh opportunities in component manufacturing. Small cell maker SYNergy ScienTech (Synergy) has adopted NXO anode materials to develop soft-pack...
Monday 2 June 2025
Mitac restructures around regional manufacturing clusters amid G2 tensions
In response to shifting geopolitical realities and escalating trade tensions, Mitac is overhauling its global production strategy, moving away from an end-to-end model toward a regional...
Monday 2 June 2025
Sercomm pushes globalization strategy; expanding in SEA, Latin America, the Middle East
Sercomm, a networking equipment manufacturer, released its 2024 business report and financial statements during a shareholders meeting held on May 29, 2025. Company Chairman James...
Saturday 31 May 2025
InWin expands production layout in US, Malaysia
Server chassis supplier InWin holds optimism for the second half of 2025 if no drastic changes occur in terms of the two most crucial factors of tariffs and exchange rates, says company...
Saturday 31 May 2025
AI servers lift ASRock to new highs, while strong NT$ erodes profit edge
ASRock Inc. posted NT$25.6 billion (US$855 million) in revenue for 2024, driven by robust shipments of Nvidia H100 and H200-based AI servers. In the first four months of 2025 alone,...
Friday 30 May 2025
Trump’s tariffs hold—for now, nations await Supreme Court decision

Taiwan pushes for special status as U.S. courts weigh fate of IEEPA-based duties

Friday 30 May 2025
MediaTek eyes $40B cloud ASIC bonanza as next growth engine
Taiwanese IC design leader MediaTek held its shareholders' meeting on May 29, 2025, where all proposals and votes proceeded smoothly. CEO Rick Tsai highlighted in the shareholder...
Friday 30 May 2025
ZT slips away, tariffs shift — Compal turns to Nvidia
Compal held its shareholders' meeting on May 29, 2025. Chairman Ray Chen and President Anthony Peter Bonadero spoke with the media after the meeting, sharing their views on the company's...
Thursday 29 May 2025
Foxconn chief highlights greater challenge than tariffs
US tariff uncertainty continues to shake global supply chains, but Foxconn Chairman Young Liu said the company faces minimal direct impact due to its contract manufacturing model...
Thursday 29 May 2025
What are Trump's options on the table after tariff ruling?

A US trade court ruling that blocked most of former President Donald Trump's sweeping "Liberation Day" tariffs has thrown a wrench into...

Thursday 29 May 2025
How Nvidia's next-gen GPUs are fueling an inference supercycle
Nvidia on May 28, 2025, reported a strong performance in its Data Center segment during its first quarter fiscal 2026 earnings call, with revenue reaching US$39 billion, a 73% increase...
Thursday 29 May 2025
Trump tariff ruling overturned by court; Wiwynn prepares multiple scenarios to navigate changing landscape
The US Court of International Trade ruled on May 28, 2025, that US President Donald Trump did not have the authority under emergency law to impose tariffs globally, drawing widespread...