Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 16 April 2025

Huawei debuts 'nuclear-grade' AI supernode, but power-hungry design puts cooling to test

Huawei has launched its CloudMatrix 384 supernode, a significant advancement in AI infrastructure, now undergoing large-scale deployment...

Wednesday 16 April 2025

Nvidia's China strategy set back by new US ban on H20 chip

Nvidia Corp. disclosed that the U.S. government has imposed new export restrictions on its H20 AI chip bound for China, a setback for a product line specifically developed to comply...

Tuesday 15 April 2025

Tariff U-turns reshape Samsung-Apple rivalry

US President Donald Trump's rapidly changing tariff policies—particularly his proposed reciprocal tariffs—have disrupted global electronics supply chains that took decades...

Tuesday 15 April 2025

Taiwan eyes 20% export hit as tariff talks with US enter stormy waters

The Trump Administration's April 3 tariff proposal jolted Taiwan's export sector, only to be paused by a last-minute 90-day delay before its April 9 rollout. The abrupt shift left...

Tuesday 15 April 2025

South Korean telcos race to adopt Nvidia's Blackwell GPUs in AI infrastructure push

South Korea's top telecom carriers, KT Corp. and SK Telecom (SKT), are accelerating their AI infrastructure investments by adopting Nvidia's latest Blackwell GPUs across their GPU-as-a-Service...

Tuesday 15 April 2025

Acer to launch three smartphones in India on April 15, eyes bigger share through local partnership

According to GSMArena, Acer is set to reassert its presence in India's smartphone market, launching three new handsets on April 15. The company has teased one of the upcoming...

Tuesday 15 April 2025

TSMC, Foxconn and Wistron join Nvidia’s US$500B push to manufacture AI chips and servers in the US

As US President Donald Trump renews his tariff push to bring manufacturing back to the U.S., Nvidia has emerged as the latest tech giant...

Tuesday 15 April 2025

As Taiwan develops its LEO capabilities, Foxconn strengthens ties to global satellite ecosystem

Taiwan's ambition to build its own low-Earth orbit (LEO) satellites for strategic autonomy is hitting roadblocks, with experts questioning the feasibility of a small-scale, isolated...

Tuesday 15 April 2025

India reportedly scrutinizes Chinese telecom gear amid security concerns

India is assessing Chinese telecom equipment within its networks amid US-China trade tensions, citing national security concerns. While 4G infrastructure utilizes Huawei and ZTE technology,...

Monday 14 April 2025

Philippine-based manufacturers gain unexpected edge amid US tariff tensions

US tariff policy uncertainties have created challenges and opportunities for international manufacturers. Companies in countries with lower reciprocal tariffs enjoy a competitive...

Monday 14 April 2025

China-made iPhones exempt from tariffs, US Commerce Secretary hints at future taxes

On the night of April 11, Eastern Time, the US Customs and Border Protection (CBP) announced the exclusion of several products from "reciprocal tariffs," including smartphones, computers,...

Monday 14 April 2025

DIGITIMES analysis: electronics tariffs driving three-pronged supply chain transformation

US Commerce Secretary Howard Lutnick indicated Sunday that recent tariff exemptions for electronics and semiconductor products are merely temporary, with comprehensive semiconductor...

Monday 14 April 2025

Apple was on brink of crisis before Trump tariff concession

Apple Inc. has managed to dodge its biggest crisis since the pandemic — for the moment, at least.

Monday 14 April 2025

US tariff breaks make iPhones from India 20% cheaper than China

The export of iPhones and other electronic devices from India to the US is becoming notably more cost-effective, with prices expected to be around 20% lower than those from China...

Monday 14 April 2025

India roundup: India capitalizes on US-China trade dispute for growth

US tariffs on global trading partners are seen as beneficial to India. Apple may increase its reliance on suppliers in India due to heightened US tariffs against China.

11/1643 pages