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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 8 May 2025
Broadband chips, optical communications, and Ethernet drive growth; Airoha undeterred by tariff war
Airoha, a major company under MediaTek, held an investor conference to share its outlook on future market trends. The company stated that in the first quarter of 2025, its efforts...
Thursday 8 May 2025
Lite-On boosts AI server component output, new Texas facility to help navigate tariff challenges
Lite-On Technology reported strong financial results for the first quarter of 2025, overcoming typical seasonal declines. Despite the potential impact of US tariffs, the company is...
Thursday 8 May 2025
Inventec sees record April sales due to pull-ins ahead of tariff
Inventec announced its revenue for April 2025, surpassing expectations with NT$62.1 billion (approx. US$2.05 billion), marking a 4.33% increase month-over-month and a 21.65% rise...
Wednesday 7 May 2025
Why Apple’s road to ‘Made in India’ is longer than it looks
Despite surpassing analysts' forecasts for both revenue and profit in its fiscal second quarter, Apple CEO Tim Cook expressed caution about the months ahead, citing growing uncertainty...
Wednesday 7 May 2025
eLAND to debut on Taiwan OTC in May, riding AI search boom across four core sectors
Taiwan-based software firm eLAND Information, with nearly two decades of experience in semantic analysis and opinion search technologies, is set to list on the over-the-counter (OTC)...
Wednesday 7 May 2025
Jinpao sees continued revenue growth in April, exchange rate fluctuations to have little impact
Jinpao Precision Industry has reported NT$255 million (US$8.4 million) in consolidated revenue for April 2025. Although this represents a slight drop from the record monthly high...
Wednesday 7 May 2025
Taiwan's smartphone slump darkens: AI buzz fails to lift 1Q, 2Q outlook dims
Taiwan's smartphone shipments dipped slightly in the first quarter of 2025, as extended upgrade cycles and saturated market penetration offset enthusiasm around AI-powered models...
Wednesday 7 May 2025
Chinese rivals threaten Transsion's Africa smartphone crown
Once crowned the undisputed "smartphone king of Africa," China's Transsion is now battling mounting challenges. While revenue continues to climb, the company faces declining margins...
Wednesday 7 May 2025
Samsung Vietnam factory hits 900 million smartphone milestone amid tariff headwinds
Samsung Electronics Bac Ninh factory in Vietnam has reached a milestone of producing 900 million smartphones over 17 years since production began in 2009.
Wednesday 7 May 2025
Apple's earnings reveal underlying concerns, dampens confidence in PCB supply chain
Apple reported quarterly earnings that exceeded market forecasts, demonstrating strong performance in both revenue and profit. This development has brought a sense of optimism to...
Wednesday 7 May 2025
Hopper-to-Blackwell shift dents Supermicro's Q3, but recovery seen ahead
On May 6, Supermicro reported fiscal third quarter 2025 net revenue of US$4.6 billion, falling short of its initial forecast as customers paused purchases to evaluate the upcoming...
Wednesday 7 May 2025
Marvell delays roadmap reveal as macro clouds first-quarter outlook
According to Reuters and , On May 6, 2025, Marvell Technology announced the postponement of its planned Investor...
Wednesday 7 May 2025
Supermicro sees softer FY25 as customers defer AI infrastructure rollouts
Supermicro announced its fiscal third quarter results for the period ended March 31, 2025, reflecting challenges from customer delays in AI infrastructure deployments. The company...
Wednesday 7 May 2025
As Qualcomm stalls in China, MediaTek powers up
Recently, the two major Android SoC brands, MediaTek and Qualcomm, have shared their market outlooks. Both companies maintain a positive view of their non-smartphone business performance...
Wednesday 7 May 2025
COMPUTEX 2025 kicks off with AI NEXT Forum, showcasing transformation innovations
The much-anticipated COMPUTEX 2025 kicked off on May 6, with the AI NEXT Forum, setting the stage for groundbreaking advancements in technology. Paul Peng, chairman of the Taipei...