Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 30 July 2025

Taiwan approves Wistron's major US investments, Inventec to expand AI server supply chain

Taiwan's Ministry of Economic Affairs (MOEA) Investment Review Committee approved eight major investment projects on July 29, 2025, including significant capital injections by prominent...

Wednesday 30 July 2025

UALink makes its case: open AI infrastructure takes the spotlight at OCP APAC

With the 2025 OCP APAC Summit set to kick off next week in Taipei, industry attention is turning toward the next wave of AI and high-performance computing (HPC) infrastructure.

Wednesday 30 July 2025

Huawei's big comeback claims China's top smartphone sales spot in 2Q25

The latest smartphone sales data has revealed that despite facing multiple sanctions, Huawei delivered an impressive performance in China during the second quarter of 2025, reclaiming...

Wednesday 30 July 2025

Apple's 2Q25 earnings appear optimistic, but industry remains cautious

Apple will announce its second-quarter financial results on July 31. The market currently holds a relatively optimistic view of its performance this year. Factors such as positive...

Wednesday 30 July 2025

Taiwan's Chief Telecom hits record 1H revenue, rolls out first plug-and-play AI liquid-cooled data center

Chief Telecom posted a record-high first-half 2025 revenue of NT$2.08 billion (approx. US$70 million), an 18.7% increase from...

Tuesday 29 July 2025

Celestica surges in late trading as 2Q25 earnings top forecasts and guidance rises

Celestica, a key global provider of hardware design, manufacturing, and supply chain solutions, reported strong second-quarter results...

Tuesday 29 July 2025

Sanmina beats Q3 estimates on AI, cloud demand; Eyes $6 billion boost from ZT deal

Sanmina reported fiscal third quarter 2025 results that beat Wall Street expectations on both revenue and profitability, fueled by strong performance across all major end markets...

Tuesday 29 July 2025

Apple closes first directly managed store in Dalian due to poor foot traffic

Apple's official China website shows that the last operating day for its Parkland Mall store in Dalian is August 9, 2025. This marks the closure of Apple's first directly managed...

Tuesday 29 July 2025

China crypto firm Bitmain plans first US factory in Trump gambit

Bitmain Technologies Ltd., the world's largest manufacturer of crypto mining hardware, plans to open its first US facility in the coming months, a strategic pivot riding the "Made...

Tuesday 29 July 2025

SiPh among cutting-edge technologies for Taiwan's future growth

Silicon photonics (SiPh) is one of the cutting-edge technologies in a crucial Taiwanese government AI development program that aims to create more than US$500 billion in industry...

Tuesday 29 July 2025

Taiwan Mobile closes gap with market leader through aggressive expansion

Taiwan Mobile president and CEO Jamie Lin shared insights on his sixth year as CEO on Facebook on July 25, 2024. In it, he noted that since taking on the role of CEO in 2019, company...

Tuesday 29 July 2025

Foxconn breaks away from Apple dependence, others struggling to diversify

Despite Nvidia CEO Jensen Huang's comment during his recent visit to China that he believes Apple has its strengths and pace in advancing its AI technologies, doubts about Apple's...

Monday 28 July 2025

Google's OpenAI partnership heats up global ASIC competition

Google has confirmed its partnership with OpenAI at its second-quarter earnings call. OpenAI's ChatGPT and API services will adopt Google's cloud platform, with Google data centers...

Monday 28 July 2025

AI smartphone boom drives shift to experience-led mobile retail

The surge in AI smartphone demand is ushering in the era of the experience economy, prompting mobile brands to reshape their retail strategies. Leading players such as Samsung, Vivo,...

Monday 28 July 2025

AI server demand surge to drive Taiwan's 2H25 export growth

The Russia-Ukraine war continues to exert pressure on the European economy. At the same time, Donald Trump's proposed tariffs are also placing pressure on import and export trade...

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