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Mobile, telecom, computing trends
IN THE NEWS
Thursday 24 July 2025
China-Taiwan trade heating up amid US tariffs saga
Business exchanges between Chinese and Taiwanese makers have shown significant increases amid concerns over US tariffs, trade restrictions, and global supply chain restructuring,...
Thursday 24 July 2025
Samsung and Vivo duel in Taiwan's foldable market as penetration nears double digits
Samsung and Vivo are ramping up competition in Taiwan's foldable phone segment. Following the launch of Samsung's latest Galaxy Z series with a bold 30% year-over-year growth target,...
Thursday 24 July 2025
OpenAI expands US AI infrastructure with Oracle deal as MiTAC rides server demand surge
OpenAI is moving forward with its ambitious AI infrastructure plans in the US, unveiling a new agreement with Oracle to build a 4.5-gigawatt data center as part of its Stargate initiative...
Thursday 24 July 2025
AI data center boom and OpenAI deal propel Alphabet's cloud ambitions into 2026
Oracle is rapidly expanding its cloud infrastructure footprint across the US and Europe, securing significant contracts and projecting substantial revenue growth for fiscal year 2026...
Thursday 24 July 2025
Why it’s too early to write off Tim Cook
Apple is currently facing turbulent times, with mounting market criticism focusing on its lack of product innovation, lagging development in generative AI (GenAI), and executive personnel...
Wednesday 23 July 2025
Strong pre-orders for Galaxy Z7 series raise likelihood of Samsung trifold smartphones coming to Taiwan
Samsung has reported strong pre-orders in Taiwan for its latest Galaxy Z7 series, with the vendor assessing the feasibility of bringing its trifold devices to the Taiwanese market...
Wednesday 23 July 2025
This week on GeoWatch: Nvidia's H20, TSMC, and Pegatron Chair
Nvidia's H20 chip gets the green light for China after US policy shifts; TSMC breaks records and joins the trillion-dollar club; and Taiwan's tech community quietly backs a grassroots...
Wednesday 23 July 2025
3nm’s swan song: Android chipmakers race to outsmart Apple with AI
As the smartphone industry enters the second half of 2025, attention is turning toward the final chapter of 3nm system-on-chip (SoC) flagships. Apple, MediaTek, and Qualcomm are all...
Tuesday 22 July 2025
US copper tariffs send prices soaring, but AI server demand boosts Taiwan's CCL makers
As the US prepares to impose steep tariffs on imported copper, global copper prices have rebounded, raising concerns about rising costs across copper-intensive industries. Among the...
Tuesday 22 July 2025
Samsung powers the next Maybach experience with seamless tech integration
Samsung is strengthening its partnership with Mercedes-Benz on two strategic fronts—melding cutting-edge display technology with mobile-powered vehicle access—signaling...
Tuesday 22 July 2025
Samsung Display eyes additional opportunities after tri-fold phone announcement
In comments after the recent Samsung Unpacked event, Samsung Electronics' acting head of device experience (DX) Tae-moon Roh revealed the company's plans to release a trifold smartphone...
Tuesday 22 July 2025
Apple maintains momentum in India as smartphone market rebounds in 2Q25
Apple held its ground in India's recovering smartphone market in the second quarter of 2025, ranking sixth overall. The iPhone 16 series accounted for over half of its shipments,...
Tuesday 22 July 2025
Apple and Google set to benefit as US-Indonesia trade talks ease market barriers
Despite US tariffs on Indonesian goods, Indonesia is negotiating lower duties by offering significant benefits to US tech firms, especially Apple and Google.
Tuesday 22 July 2025
Jensen Huang's blueprint: CoWoS, CPO, GAA key to AI's next 20 years
During the 3rd China International Supply Chain Expo (CISCE), Nvidia founder and CEO Jensen Huang spoke with Jian Wang, director of the Zhejiang Lab and founder of Alibaba Cloud....
Monday 21 July 2025
CHT Security targets drone and autonomous vehicle cybersecurity
Traditional protection mechanisms are no longer sufficient to address the needs of cyber-physical systems (CPS) that are becoming ubiquitous, with Taiwan-based CHT Security eyeing...