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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 7 May 2025
Strong NT dollar spurs capital inflows, but 'they’re just migratory birds,' says Pegatron chair
As the New Taiwan dollar (NT$) experiences a sharp appreciation, concerns are mounting across Taiwan's export-driven industries. With tariffs already biting, industry insiders now...
Wednesday 7 May 2025
Apple confronts a multifaceted crisis as Tim Cook strives for solutions
Amid the escalating tariff war, Apple has been cast as its most prominent casualty. Yet, a closer examination of the company's recent financial disclosures reveals a performance that...
Wednesday 7 May 2025
Advantech set to return to Computex under new AI vision
As AI applications continue to proliferate, industrial PC (IPC) manufacturer Advantech will return to Computex in 2025 after a 12-year absence. CEO KC Liu emphasized that the company...
Tuesday 6 May 2025
Apple beats expectations as iPhone sales inch higher, supply chain sees signs of a rebound
Apple on Thursday reported quarterly earnings that beat the market expectations, buoyed by modest growth in iPhone sales. Despite ongoing concerns over trade tensions and regional...
Tuesday 6 May 2025
US tariff escalation reshapes global server supply chains
In April 2025, the US dramatically escalated its trade war with China, slapping tariffs of up to 145% on select high-tech imports. While it's still unclear whether servers are directly...
Tuesday 6 May 2025
Advantech highlights edge AI, software strategy to navigate FX fluctuations
Amid the recent surge of the New Taiwan dollar, Advantech's chairman, K.C. Liu, noted that economic cycles vary, urging businesses to sustain or enhance profitability amidst these...
Tuesday 6 May 2025
Taiwan's industrial PC sector adapts to US tariffs with strategic localization and supply chain resilience
Taiwan's industrial PC (IPC) manufacturers are intensifying efforts to localize production and expand their presence in North America amid increasing tariff pressures from the US...
Tuesday 6 May 2025
Tariff turmoil brings uncertainty and new opportunities, says RichWave
RF front-end supplier RichWave held an investor conference to share its market outlook. The company noted that although tariff conditions remain uncertain, client orders have not...
Tuesday 6 May 2025
Taiwan dollar surges to two-year high, central bank refutes US pressure claims
The New Taiwan dollar (NTD) surged to a two-year high against the US dollar on May 5, 2025, briefly strengthening by more than NT$0.15 to reach NT$29.59 per USD—the strongest...
Monday 5 May 2025
Largan posts 28% YTD revenue growth, eyes Q3 lens upgrade cycle
Largan Precision announced on May 5, 2025, that its preliminary revenue for April reached NT$4.375 billion (US$142 million), representing an 11% decline from March but a 27% increase...
Monday 5 May 2025
Foxconn smashes April record with US$21.3B in revenue as AI servers take off
Foxconn Technology Group posted consolidated revenue of NT$641.37 billion (approx. US$21.32 billion) in April 2025, up 16.16% from March and 25.54% from a year earlier, marking a...
Monday 5 May 2025
iPhone sales in China falter: headwinds on four fronts
Apple reported iPhone sales revenue of US$46.8 billion for the first quarter of 2025, representing a 1.9% increase compared to the same period last year, according to its financial...
Monday 5 May 2025
Taiwan's surging currency puts pressure on exporters' margins

The New Taiwan dollar (NT$) surged by NT$0.953 against the US dollar (US$) on May 2—an appreciation of nearly 3% in a single day...

Monday 5 May 2025
Indian smartphone market sees decline in shipments as Mediatek dominates chipset share, Apple gains premium traction
According to Counterpoint, India's smartphone market experienced a 7% year-over-year shipment decline in the first quarter of 2025, impacted by high inventory levels and fewer product...
Monday 5 May 2025
Texas emerges as key battleground in AI server race with US tariff push
President Donald Trump's aggressive use of tariffs has sent shockwaves through global trade and supply chains, prompting a reconfiguration of manufacturing strategies worldwide. Interpreted...