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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 20 February 2025
DeepSeek competition forces Baidu to reverse AI strategy
A recent summit for private entrepreneurs in Beijing, attended by tech leaders including Alibaba founder Jack Ma and Huawei founder Zhengfei Ren, has drawn attention to the notable...
Thursday 20 February 2025
Grok 3 launch drives AI server demand spike
Recent developments in artificial intelligence have intensified the competition among tech giants, as Elon Musk's xAI unveiled Grok 3, which the company claims to be the most powerful...
Thursday 20 February 2025
iPhone 16e debuts with Apple's custom C1 modem – Will emerging markets bite?
Apple has introduced the assembled-in-India iPhone 16e, the latest model in the iPhone SE series, featuring a C1 modem chip and integrated Apple Intelligence. However, analysts question...
Wednesday 19 February 2025
Huawei takes Mate XT global, yet premium price and GMS absence could hinder adoption
Huawei officially unveiled its Mate XT, the world's first tri-fold smartphone, at a launch event in Kuala Lumpur, Malaysia, on February 18, 2025. The company announced plans for a...
Wednesday 19 February 2025
Trump's plan for display tariffs could boost Korean OLED market while pressuring Apple
South Korean panel manufacturers see potential benefits from the Trump administration's consideration of additional display tariffs, as higher prices for Chinese LCD products could...
Wednesday 19 February 2025
Apple's self-made wireless chips push suppliers to adapt
Apple is ramping up efforts to develop its own wireless connectivity chips, signaling a shift away from suppliers. The company is advancing in modem, Wi-Fi, and RF chip development,...
Wednesday 19 February 2025
Trump targets auto, chip, and drug imports with 25% tariffs
US President Donald Trump has announced plans to impose a 25% tariff on imported automobiles, pharmaceuticals, and semiconductor chips, a decision that could disrupt global supply...
Wednesday 19 February 2025
Arm shows signs of transformation into chip development; cloud ASIC becomes primary battlefield
Recent market rumors suggest that Arm is entering the chip development battleground, with Meta's cloud computing chip as its first product. Many are concerned that this indicates...
Wednesday 19 February 2025
Inventec to expand server production in Texas
Richard Lee, chairman of the Taiwan Electrical and Electronic Manufacturers Association (TEEMA), revealed on February 18, 2025, that a major server manufacturer will announce an expansion...
Wednesday 19 February 2025
MediaTek takes lead in satcom: pioneering global standards for 6G era
While many major players in the communications supply chain have scaled back investments in satellite technology, MediaTek continues to push forward. The company consistently showcases...
Wednesday 19 February 2025
Chunghwa Telecom drives growth with strategic investments; three subsidiaries set for IPOs in 2025
Taiwan's telecom giant Chunghwa Telecom has been actively expanding its strategic investments, growing its portfolio to 47 companies beyond its core businesses. In 2025, three subsidiaries—International...
Tuesday 18 February 2025
MediaTek pushes the limits of smartphone SoC performance and AI: An exclusive inside look
Smartphone SoC innovation has increasingly centered on boosting performance and improving power efficiency. However, unlike the pre-pandemic era, where leaps in technology were frequent,...
Tuesday 18 February 2025
Masayoshi Son's AI gambit: Arming the future with Stargate
Since 2025, the global tech landscape has remained dominated by two key forces—Donald Trump and artificial intelligence (AI). Masayoshi Son, CEO of SoftBank, appears to be strategically...
Monday 17 February 2025
Apple reportedly explores iPhone assembly in Indonesia as it navigates sales ban and local content rules
According to Nikkei Asia, Apple is currently in discussions with its suppliers to potentially assemble iPhones in Indonesia. This move would be significant for the Indonesian...
Monday 17 February 2025
US tariff expected to impact brands more than components initially
Supply chain uncertainty looms as US President Donald Trump's recent tariff measures target North American trade, though suppliers suggest the initial impact will affect brand customers...