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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Thursday 23 January 2025
GenAI smartphones 2.0: How Samsung integrates AI agents into mobile experience
Tech giant Samsung has unveiled its Galaxy S25 series, marking a shift from hardware upgrades to the seamless integration of generative AI (GenAI). By enhancing AI control and user...
Thursday 23 January 2025
Samsung Galaxy S25 series debuts with new AI features and exclusive Snapdragon 8 Elite chipset
Samsung Electronics has officially unveiled its flagship smartphone lineup—the Galaxy S25 series. This latest collection boasts three distinct models: the S25, S25+, and S25...
Thursday 23 January 2025
HTC and Google forge XR partnership with US$250 million deal for talent and IP rights
HTC and Google have struck a major deal in the XR field, with Google agreeing to pay HTC US$250 million. Under the agreement, a portion of HTC's XR R&D team will join Google,...
Thursday 23 January 2025
Sharp's recovery hinges on CEO-led 'I-Pro' initiative with 2 key teams
Sharp Corporation is set to announce its fiscal 2024 growth strategy during its earnings presentation in May 2025, covering the period from April 2024 to March 2025. However, key...
Thursday 23 January 2025
HPC chip demand set to soar for the next 4 years as US drives AI growth
The US intends to sustain its dominance in artificial intelligence (AI), and the market for HPC chips is expected to increase significantly for another four years, according to sources...
Thursday 23 January 2025
Foxconn, Mitac to benefit from Trump's AI infrastructure plan
The US is set to enhance its AI infrastructure under President Donald Trump's administration, with Taiwan-based server manufacturers Foxconn and Mitac positioned to capitalize on...
Wednesday 22 January 2025
Europe's IPC market heats up as Taiwanese firms battle Chinese price pressure
The industrial computer (IPC) sector faced a turbulent 2024 amid global economic and geopolitical uncertainties, leading to reduced inventories, order delays, and project postponements...
Wednesday 22 January 2025
Taiwan's submarine cable cut near China raises gray-zone concerns, again
Taiwan's digital infrastructure faced challenges again as two submarine cables connecting Taiwan and the Matsu Islands were completely severed on January 22, marking the latest in...
Wednesday 22 January 2025
Jian Li takes over Honor, leveraging R&D and sales experience from Huawei
On January 17, it was officially announced that George Zhao would step down as CEO of Honor. Reportedly, the newly appointed CEO Jian Li is a veteran of Huawei, known for his deep...
Wednesday 22 January 2025
Switch 2 launching in 1H25: IC supply chain gears up despite off-season
Nintendo's recent official announcement of the Switch 2 console launch in the first half of 2025 has generated significant excitement among gamers. Consumer feedback indicates strong...
Wednesday 22 January 2025
Taiwan's export orders set to decline in early 2025 amid electronics off-season
Export orders from Taiwan are expected to decline significantly in January 2025, with the Ministry of Economic Affairs (MOEA) forecasting values between US$44.5 billion and US$46.5...
Wednesday 22 January 2025
Server ODMs to rapidly open production sites in US, with Texas being top choice
Server ODMs are swiftly establishing manufacturing facilities in the US to mitigate the impact of geopolitical uncertainties, with Texas emerging as a favored location, according...
Wednesday 22 January 2025
Siri privacy settlement exposes Apple's gaps in AI governance
Apple's US$95 million settlement over Siri privacy violations has brought AI governance and accountability into sharp focus. The case highlights the growing challenges of balancing...
Wednesday 22 January 2025
India's electronics supply chain faces challenges as Trump returns
Over the past four years, the Biden administration has worked to reduce reliance on China's supply chain through initiatives such as the Quad, which has benefitted countries like...
Wednesday 22 January 2025
Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not...