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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 10 July 2025
Taiwan suppliers eye foldable smartphone growth, face barriers in South Korea
Taiwanese component suppliers are ramping up efforts to enter the growing foldable smartphone market, but penetrating South Korea's highly integrated supply chain remains a major...
Thursday 10 July 2025
Vivo debuts flagship X Fold 5 in Taiwan, targeting high-loyalty users for 'large folds'
On July 9, Vivo officially launched its first foldable smartphone, the X Fold 5, in Taiwan, marking a strategic move to tap into the premium device market, strengthen brand value,...
Thursday 10 July 2025
Samsung looking to launch triple-fold smartphone in 2025
Samsung Electronics plans to launch a triple-fold smartphone by 2025, and for its goal in 2025, the Korean brand aims to equip its existing 400 million Galaxy devices with artificial...
Thursday 10 July 2025
Samsung's new foldables target mainstream adoption
Samsung Electronics has officially launched its new Galaxy Z series smartphones. On the surface, it appears to be just another routine product launch. However, this marks a new era...
Thursday 10 July 2025
Foldable smartphone market awaits Apple's entry as growth stalls
Samsung Electronics and Vivo's recent foldable smartphone launches have rekindled interest in a segment that had lost momentum. Yet supply chain executives view these 2025 releases...
Thursday 10 July 2025
US tariff plans threaten Taiwan's key tech exports amid shifting trade dynamics
The US's latest tariff actions have sparked concern in Taiwan, raising fears that its export-driven tech sector could soon face steep import duties. Although Taiwan was not named...
Thursday 10 July 2025
Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia's GeForce RTX...

Wednesday 9 July 2025
Sysgration sees 12% YoY surge in June revenue from new product lines
Sysgration posted NT$282 million (approx. US$9.7 million) in consolidated revenue for June 2025, marking year-over-year and month-over-month improvements of 12.83% and 5.65% respectively,...
Wednesday 9 July 2025
IBM taps Samsung's 5nm process for Spyre AI chip in new Power11 servers
IBM has introduced its latest Power11 enterprise servers in Germany, featuring the Spyre accelerator chip designed for AI inference. The chip is manufactured using Samsung Electronics'...
Wednesday 9 July 2025
Kinko Optical avoids price war, achieves 25% revenue surge in 1H25 with premium lens strategy
Taiwan-based Kinko Optical has strategically avoided low-price competition by expanding its mid- to high-end lens and next-generation product offerings, resulting in nearly 25% revenue...
Wednesday 9 July 2025
Server component makers optimistic for 2H25 with rising GB200 shipments
With volume production of server chassis for Nvidia's GB200 turning stable, the operation of suppliers for related components such as cooling modules, sliding rails, and battery backup...
Wednesday 9 July 2025
IBM sees potential in Taiwan & Japan as quantum strategies advance
Hans Dekkers, General Manager of IBM Asia Pacific, recently returned to Taiwan for his fifth visit in less than a year since taking office. He believes Taiwan and Japan will play...
Tuesday 8 July 2025
Foxconn's FII projects 50% profit surge on soaring AI server demand
Foxconn Industrial Internet (FII), a subsidiary of Foxconn focused on cloud and artificial intelligence (AI) infrastructure, announced a significant year-over-year increase in its...
Tuesday 8 July 2025
Chief Telecom sees 1H25 revenue exceed NT$200 million
Internet data center (IDC) provider Chief Telecom saw revenue in July 2025 drop by 2.11% year-over-year to NT$327 million (approx. US$11.2 million). However, total revenue in the...
Tuesday 8 July 2025
Local OTT platforms growing strong in Taiwan market despite international rivalry
Taiwan's top-three telecom service providers remain highly competitive in the local over-the-top (OTT) market, delivering impressive results in the first half of 2025 despite keen...