Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 15 August 2025

Samsung turns to MediaTek for Galaxy Tab S11, reducing Qualcomm dependence

Samsung Electronics' upcoming Galaxy Tab S11 series is reportedly set to feature a MediaTek Dimensity 9400 application processor (AP),...

Friday 15 August 2025

Taiwan gains competitive edge as China faces steep US tariffs

On July 31, 2025, US President Donald Trump signed an executive order to adjust reciprocal tariff rates, setting the provisional tariff for Taiwan at 20%, effective from August 7,...

Friday 15 August 2025

Thinking Electronic stands to grow in Nvidia's 800V AI server era

As artificial intelligence pushes data center power demands to unprecedented levels, Nvidia is leading a power architecture revolution by adopting 800-volt high-voltage direct current...

Thursday 14 August 2025

Foxconn targets NT$1 trillion in AI server sales for 2025, triple-digit 3Q growth ahead

Hon Hai Precision Industry, better known as Foxconn, expects its AI server revenue to grow more than 170% year-on-year in the third quarter,...

Thursday 14 August 2025

Inspur's Metabrain SD200 takes on trillion-parameter AI with four top Chinese models

Following Huawei's recent AI inference milestone, China's server leader Inspur has introduced the Metabrain SD200, a next-generation AI supernode server designed for trillion-parameter...

Thursday 14 August 2025

Nvidia’s 800V push powers GaN boom; Micro Silicon leads in testing

Following Nvidia's announcement to initiate a revolution in AI server power technology, with plans to fully implement 800V high-voltage direct current (HVDC) power architecture designs...

Thursday 14 August 2025

Commentary: Huawei's Mate 80 showcases near-100% China supply chain in high-end smartphone drive

Over the past five years, Huawei's drive to localize smartphone components has shifted from a crisis response into a calculated, strategic effort to build a self-reliant supply chain...

Thursday 14 August 2025

Robotics and reshoring boom drives robust precision gearbox demand for Apex Dynamics

Apex Dynamics, Taiwan's leading manufacturer of planetary gearboxes, sees robust market potential for high-precision components such as planetary gear reducers and gearboxes. The...

Thursday 14 August 2025

Huawei fast-tracks Mate 80 launch, backed by 10+ key Chinese suppliers in Apple rivalry

Huawei will launch its 2025 flagship Mate 80 series in October, moving up its schedule to land near Apple's iPhone 17 debut in early September, according to supply chain sources....

Thursday 14 August 2025

Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls

Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their...

Thursday 14 August 2025

Foxconn’s strong quarter sets up its next three big tests

On late August 14, Foxconn is set to deliver an impressive performance for the second quarter of 2025 despite rapid fluctuations in the New Taiwan dollar exchange rate. As Taiwan's...

Wednesday 13 August 2025

Rising G2 competition impacts American cloud services in China and Hong Kong

Nextlink, a cloud service agent, reported a 6.6% increase in revenue to approximately NT$2.086 billion (approx. US$69.5 million) in the first half of 2025 compared to the same period...

Wednesday 13 August 2025

Taiwan's telecom giants post strong July results, driven by diverse growth engines

Taiwan's three major telecom operators released their July 2025 operational results on August 11, all showing strong performances. Chunghwa Telecom leveraged rapid growth in its information...

Wednesday 13 August 2025

Xiaomi shakes up Africa leadership in high-stakes clash with 'king of phones' Transsion

Xiaomi has overhauled its Africa leadership team as part of an aggressive regional push. Liu Shequan has been named general manager of the Africa regional department and head of the...

Wednesday 13 August 2025

Zhen Ding bullish on CoWoP despite long road to mass production

Nvidia is reportedly collaborating with its supply chain to develop an advanced packaging architecture called Chip-on-Wafer-on-PCB (CoWoP) for its Rubin GPU platform. This new design...

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