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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 19 February 2025
Huawei takes Mate XT global, yet premium price and GMS absence could hinder adoption
Huawei officially unveiled its Mate XT, the world's first tri-fold smartphone, at a launch event in Kuala Lumpur, Malaysia, on February 18, 2025. The company announced plans for a...
Wednesday 19 February 2025
Trump's plan for display tariffs could boost Korean OLED market while pressuring Apple
South Korean panel manufacturers see potential benefits from the Trump administration's consideration of additional display tariffs, as higher prices for Chinese LCD products could...
Wednesday 19 February 2025
Apple's self-made wireless chips push suppliers to adapt
Apple is ramping up efforts to develop its own wireless connectivity chips, signaling a shift away from suppliers. The company is advancing in modem, Wi-Fi, and RF chip development,...
Wednesday 19 February 2025
Trump targets auto, chip, and drug imports with 25% tariffs
US President Donald Trump has announced plans to impose a 25% tariff on imported automobiles, pharmaceuticals, and semiconductor chips, a decision that could disrupt global supply...
Wednesday 19 February 2025
Arm shows signs of transformation into chip development; cloud ASIC becomes primary battlefield
Recent market rumors suggest that Arm is entering the chip development battleground, with Meta's cloud computing chip as its first product. Many are concerned that this indicates...
Wednesday 19 February 2025
Inventec to expand server production in Texas
Richard Lee, chairman of the Taiwan Electrical and Electronic Manufacturers Association (TEEMA), revealed on February 18, 2025, that a major server manufacturer will announce an expansion...
Wednesday 19 February 2025
MediaTek takes lead in satcom: pioneering global standards for 6G era
While many major players in the communications supply chain have scaled back investments in satellite technology, MediaTek continues to push forward. The company consistently showcases...
Wednesday 19 February 2025
Chunghwa Telecom drives growth with strategic investments; three subsidiaries set for IPOs in 2025
Taiwan's telecom giant Chunghwa Telecom has been actively expanding its strategic investments, growing its portfolio to 47 companies beyond its core businesses. In 2025, three subsidiaries—International...
Tuesday 18 February 2025
MediaTek pushes the limits of smartphone SoC performance and AI: An exclusive inside look
Smartphone SoC innovation has increasingly centered on boosting performance and improving power efficiency. However, unlike the pre-pandemic era, where leaps in technology were frequent,...
Tuesday 18 February 2025
Masayoshi Son's AI gambit: Arming the future with Stargate
Since 2025, the global tech landscape has remained dominated by two key forces—Donald Trump and artificial intelligence (AI). Masayoshi Son, CEO of SoftBank, appears to be strategically...
Monday 17 February 2025
Apple reportedly explores iPhone assembly in Indonesia as it navigates sales ban and local content rules
According to Nikkei Asia, Apple is currently in discussions with its suppliers to potentially assemble iPhones in Indonesia. This move would be significant for the Indonesian...
Monday 17 February 2025
US tariff expected to impact brands more than components initially
Supply chain uncertainty looms as US President Donald Trump's recent tariff measures target North American trade, though suppliers suggest the initial impact will affect brand customers...
Monday 17 February 2025
Yield issues slow GB200 momentum, but strong start boosts 2025 server outlook
Server shipments are gaining momentum, resulting in strong January revenues for server ODMs who remain optimistic about 2025, with component suppliers confident in double-digit revenue...
Monday 17 February 2025
Chunghwa Telecom bets big on AI to reach trillion-dollar valuation in 2025
Taiwan's telecom giant Chunghwa Telecom is setting its sights on a trillion-dollar market value by 2025, building on seven consecutive years of record performance. The company's growth...
Monday 17 February 2025
Samsung defies market trends: 5-year plan targets 'Super Premium' smartphone dominance
Samsung Electronics' latest flagship AI smartphone, the Galaxy S25, has demonstrated strong momentum in pre-order sales. The S25 series' total sales are projected to exceed those...