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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 13 August 2025
Wistron Chair pledges 1 million GPU hours to power Taiwan's AI startups
Simon Lin, Chairman of Wistron Corporation, offered a candid look at the tech giant's bumpy journey into venture capital during a keynote speech at Taiwan's Venture Capital Summit...
Wednesday 13 August 2025
TSMC GaN exit prompts Navitas to shift orders to PSMC for Nvidia AI servers
TSMC will exit the gallium nitride wafer foundry business within two years, a move that has prompted US chipmaker Navitas Semiconductor to redirect its orders to Powerchip Semiconductor...
Wednesday 13 August 2025
HTC bets on AI glasses with Taiwan Mobile, but skips AR/VR features
HTC has announced a product launch for its Vive series scheduled for August 14, with Taiwan Mobile (TWM) set to unveil its updated application services simultaneously. The events...
Wednesday 13 August 2025
Why Taiwanese tech giants pour record funds into US AI server hubs
Taiwanese EMS accelerates US and global investments amid AI server demand and geopolitical dynamics
Tuesday 12 August 2025
2025 World Robot Conference sees record humanoid robot participation
The 2025 World Robot Conference kicked off in Beijing, China, on August 8, running for five days and showcasing more than 50 humanoid robot manufacturers. The event features the largest...
Tuesday 12 August 2025
AI servers drive growth momentum in 2H25 for chassis and fan manufacturers
AI servers are expected to lead the electronics industry demand momentum in the second half of 2025, with Chenbro Micom and Sunon highlighting them as key drivers of operational gr...
Tuesday 12 August 2025
SK Telecom battles USIM breach fallout, bets big on AI for recovery and growth
South Korea's SK Telecom (SKT) has reported a steep drop in operating profit for the second quarter of 2025, largely due to a major USIM card data breach. The company also issued...
Tuesday 12 August 2025
Apple pledges US$100 billion investment in US, shifting smartphone market dynamics ahead of 4Q25
Apple CEO Tim Cook recently committed an additional US$100 billion investment in domestic US operations. This move is poised to reshape the competitive environment of the US smartphone...
Tuesday 12 August 2025
Samsung targets mid-range market with Galaxy AI-equipped A17
Samsung Electronics announced on August 11 the new 5G-capable A17 smartphone, aiming to drive momentum in the mid-range segment with Galaxy AI enhancements at a highly competitive...
Tuesday 12 August 2025
iPhone shipment rises as India's budget smartphone market contracts
India's smartphone market is undergoing premiumization, with rising average selling prices driving growth in mid- and high-end segments. This shift boosts brands like Apple, which...
Tuesday 12 August 2025
Parade sees strong 2H25 with high-speed product growth and USB4 adoption
During its earnings call on August 7, 2025, high-speed interface provider Parade stated that its second-quarter revenue grew steadily, and gross margin improved, mainly due to a better...
Tuesday 12 August 2025
CviLux core business transformation yields results, optimistic about AI-driven growth in 2H25
Connector and electronic component manufacturer CviLux has recently launched a diversified product portfolio and adjusted its global production strategy, with server and networking...
Tuesday 12 August 2025
Apple bets on automation to maintain supply chain consistency across borders
Apple has obtained a broad exemption from US import tariffs on its products, a move that has triggered industry-wide speculation about whether this could slow the company's efforts...
Tuesday 12 August 2025
Tesla’s rumored Dojo retreat could supercharge Taiwan’s Nvidia supply chain
Tesla is reportedly disbanding its internal development team responsible for the Dojo supercomputer, with key personnel set to depart. This news has drawn attention from Taiwan's...
Tuesday 12 August 2025
Sony’s solo run ends as Samsung rumored to land innovative iPhone sensor deal
Samsung Electronics Co. may have secured Apple's orders and become the second supplier of CMOS image sensors (CIS) for Apple's iPhone models, breaking Sony's long-standing exclusive...