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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Monday 20 January 2025
Wistron optimistic about 2025 AI growth amid US-Sino policy shifts
At Wistron's year-end party in Taiwan on January 17, Nvidia CEO Jensen Huang emphasized the early stage of AI development and the crucial role of partners like Wistron in the supply...
Monday 20 January 2025
Microsoft-OpenAI partnership raises antitrust concerns: FTC
Microsoft Corp.'s US$13 billion investment in OpenAI raises concerns that the tech giant could extend its dominance in cloud computing into the nascent artificial intelligence market,...
Friday 17 January 2025
Massive budget cuts could threaten Taiwan's AI ambitions and cripple science parks operations, warns NSTC minister
As the Legislative Yuan nears the end of its current session, opposition parties have proposed significant cuts and freezes to the 2025 central government budget. At a press conference...
Friday 17 January 2025
Mixed outlook for consumer AI demand in 2025
AI cloud computing will remain the primary growth driver for the tech industry in 2025, while the outlook for consumer AI applications remains mixed, largely hinging on whether users...
Friday 17 January 2025
Strong demand persists for Nvidia GB200 despite market concerns
Strong AI-related demand will drive TSMC's 20% compound annual growth rate in revenue over the next five years, according to chairman C.C. Wei during the company's latest earnings...
Friday 17 January 2025
Apple sets Shanghai subsidiary to drive AI integration in China
As 2025 unfolds, China's smartphone market faces a wave of price cuts, with Apple launching promotions and Huawei following suit by adjusting its pricing. While manufacturers compete...
Friday 17 January 2025
Wistron hits $33 billion revenue milestone, powered by AI server growth and margin gains
Wistron announced its consolidated financial results on January 16, 2025, reporting a record-breaking annual revenue that exceeded NT$1 trillion (US$33.3 billion) for the first time,...
Friday 17 January 2025
Chenbro Micom boosts 2024 revenue by 29%, eyes further expansion in Malaysia and the US amid robust AI demand
Taiwan-based chassis provider Chenbro Micom experienced a complex 2024, reaching NT$145.2 billion (approx. US$4.41 billion) in revenue, reflecting a 29% year-over-year increase. As...
Friday 17 January 2025
Taiwan's trade surplus with US raises negotiation challenges as Trump returns to power
Statistics from Taiwan's Ministry of Finance show a significant trade surplus with the US of US$64.88 billion. Coinciding with Donald Trump's second term as President, it may put...
Friday 17 January 2025
Apple's China crisis: 4Q24 iPhone shipments plunge 25% despite market leadership
On January 16, 2025, Canalys reported that iPhone shipments in China fell by 25% in the fourth quarter of 2024, while Huawei's shipments rose by 24% during the same period. This significant...
Thursday 16 January 2025
Apple's supply chain evolves: iPhone makers pivot as India and China gain ground
Recent shifts in the global smartphone manufacturing landscape highlight diversification efforts among iPhone manufacturers. Tata Electronics is exploring partnerships with major...
Thursday 16 January 2025
Aetina partners with Nvidia and Qualcomm to enhance edge AI applications
Aetina, a subsidiary of Innodisk, has announced comprehensive support for the super mode feature introduced by Nvidia's Jetson Orin NX and Jetson Orin Nano modules. The company also...
Thursday 16 January 2025
Huawei smartphone global comeback: Mate X6 to enter EMEA markets
Since launching its "Pioneer Program", Huawei has garnered consistent attention in the smartphone market. Having achieved a strong resurgence in China, the company is now aiming to...
Thursday 16 January 2025
India faces AI chip hurdle as US export controls test tech ties
As AI software and hardware giants turn their attention to India for profitable opportunities, the US's recent AI chip export controls limiting India's access to advanced processors...
Wednesday 15 January 2025
Lenovo to double smartphone and notebook production in India
Lenovo is set to more than double its smartphone and notebook production in India from 6.4 million in fiscal 2024 to over 12 million units in fiscal 2025, driven by the production-linked...