Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 18 April 2025

Server and networking sectors drive chip order spike ahead of 90-day tariff window

Since the US government opened a 90-day window for reciprocal tariff exemption negotiations, the market widely expects a strong wave...

Friday 18 April 2025

Jensen Huang, in suit and tie, calls China a 'very important market' during Beijing visit

Nvidia CEO Jensen Huang visited Beijing on April 17, meeting with senior Chinese officials and clients as the company continues to navigate...

Friday 18 April 2025

Nvidia H20 China export ban creates uncertainty in server market

The US has imposed new restrictions on the export of Nvidia's H20 chip shipments to China.

Thursday 17 April 2025

Jensen Huang visits Beijing following H20 export ban to China

Nvidia CEO Jensen Huang arrived in Beijing on April 17, 2025, just days after the US government imposed an indefinite export restriction on the company's H20 AI chip to China. The...

Thursday 17 April 2025

Southern Taiwan Science Park sees strong January-February revenue, aims to break NT$3 trillion in 2025

Benefiting from the 3nm process, the Southern Taiwan Science Park (STSP) saw its revenue reach a record-breaking NT$2.21 trillion (approx. US$68.23 billion) in 2024, surpassing the...

Thursday 17 April 2025

Nvidia H20 export restrictions: local AI chips in China see opening

Following Nvidia's announcement of its latest production plans in the US, the company has received notification from the US Department of Commerce (DOC) that its downgraded H20 products...

Thursday 17 April 2025

Beijing launches 3-year 5G smart city application plan

Recently, Beijing announced a three-year action plan aimed at achieving large-scale 5G applications and industry integration by the end of 2027. The goals include reaching a 100%...

Thursday 17 April 2025

Collateral damage in chip war: Intel and TI suffer, AMD rises

The US Department of Commerce has confirmed that lower-spec AI chips—such as Nvidia's H20 and AMD's MI308—now require export licenses for shipment to China. The move signals...

Thursday 17 April 2025

E Ink and Readmoo debut world's first foldable color e-reader at Touch Taiwan 2025

E Ink Holdings and Readmoo have jointly unveiled the world's first foldable color e-reader, the mooInk V, at the Touch Taiwan 2025 exhibition. Featuring an 8-inch Gallery 3 color...

Thursday 17 April 2025

Taiwan's AI server supply chain strains under pressure as TSMC expands US commitments

Taiwan's tech giants are grappling with rising costs and logistical hurdles as they follow TSMC into the US, responding to pressure from Washington to localize advanced semiconductor...

Thursday 17 April 2025

Tariff exemptions spur urgent orders, but capacity and cost pressures cloud US smartphone outlook

The US's recent decision to exempt 20 categories of goods—including notebooks, smartphones, tablets, and processors—from tariffs has sparked a wave of urgent procurement...

Wednesday 16 April 2025

Commentary: No Computex, but Taiwan remains key to AMD's US plans

AMD CEO Lisa Su arrived in Taiwan on April 13, 2025, becoming the first global semiconductor executive to visit the island after the US government threatened to impose a wave of reciprocal...

Wednesday 16 April 2025

Tariff uncertainty clouds outlook for seasonal tech demand and possible oversupply

Following the US government's imposition of broad reciprocal tariffs—targeting not only China but also nations like Vietnam and Thailand—many customers initially paused...

Wednesday 16 April 2025

Humanoid hype under scrutiny over practicality and data privacy concerns at InnoEX 2025

Despite growing interest in humanoid robots, industry experts are raising critical questions about their practical utility, privacy risks, and ethical implications. At the core of...

Wednesday 16 April 2025

Hybrid and near-edge computing is gaining traction in robotics development

Computing architecture design has become a focus with the rapid development of artificial intelligence (AI) and robotics technology. Industry observers point out that a hybrid model...

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