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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 16 May 2025
Trump's Middle East visit brings relief to Nvidia and AI supply chain
Industry insiders revealed that just as the market believed the rapid growth of AI was slowing down and Nvidia's performance would no longer be spectacular, US President Donald Trump...
Friday 16 May 2025
Foldable iPhone components reportedly sent for testing; could reshape market dynamics in 2026
According to data from Counterpoint, global foldable phone shipments grew by just 2.9% year-over-year in 2024, with warnings that the market may see negative growth for the first...
Thursday 15 May 2025
Foxconn expects AI servers to drive over half of 2025 server revenue amid surging demand and Middle East opportunities
AI servers are emerging as a dominant revenue driver for leading ODM vendors in 2025, with Foxconn at the forefront of this trend. Despite lingering concerns about potential supply...
Thursday 15 May 2025
Apple readies feature that lets Vision Pro users scroll with their eyes
Apple Inc. is developing a feature for its Vision Pro headset that lets users scroll through software with their eyes, aiming to enhance the device with a novel interface.
Thursday 15 May 2025
GB300 leads AI server showcase at Computex 2025
AI servers will be a major focus of the upcoming Computex 2025, with ODMs and EMS providers set to showcase their latest solutions, including GB300 models, at the annual tech tradeshow...
Thursday 15 May 2025
Taiwan launches large-scale computing infrastructure to drive AI development
As high-performance computing emerges as a defining force in global technology development, Taiwan is taking decisive steps to strengthen its AI capabilities. The National Science...
Thursday 15 May 2025
AI servers boost 2Q25 growth; Eikei continues to expand in Mexico's automotive market
PCB manufacturer Eikei reported a slight decline in revenue for April due to delayed customer shipments and normal inventory adjustments. However, the company expects AI server orders...
Thursday 15 May 2025
Quanta forecasts strong Q2 as AI server demand powers record earnings
Quanta Computer posted record first-quarter 2025 results on May 14, with gross margin reaching 7.92% and operating margin climbing to an all-time high of 5.07%. Net income after tax...
Wednesday 14 May 2025
Foxconn bets on AI servers to counter tariff and currency headwinds
Foxconn Precision Industry held its first quarter 2025 earnings call on May 14. Chairman Young Liu stated that due to US tariff policies and recent exchange rate fluctuations impacting...
Wednesday 14 May 2025
Taiwan's Parpro rides aerospace, defense tailwinds to 1Q25 profit surge
Taiwan's industrial PC specialist Parpro reported a sharp year-over-year profit recovery for the first quarter of 2025, citing effective operational restructuring and a revamped product...
Wednesday 14 May 2025
Imaging specialist Ability unveils new machine vision modules for next-gen automation and edge AI
Taiwan-based optical imaging solutions provider Ability Enterprise is accelerating its diversification strategy by entering the machine vision market. The company has launched two...
Wednesday 14 May 2025
Cloud market remains strong as top trio CSPs report capacity constraints
Global enterprise spending on cloud infrastructure reached US$94 billion in the first quarter of 2025, marking a 23% year-over-year increase. Amazon's AWS continues to lead the market,...
Wednesday 14 May 2025
Inventec posts record margins as server mix, yields drive 1Q profit surge
Inventec posted record profitability in the first quarter of 2025, with gross margin rising to 6% and operating margin reaching 2.2%. Net income totaled NT$1.703 billion (approx....
Wednesday 14 May 2025
Apple posts record first-quarter shipments in India as premium segment surges
India's smartphone market shipped 32 million units in the first quarter of 2025, marking a 5.5% year-over-year decline, according to IDC. This is the second consecutive quarter of...
Tuesday 13 May 2025
Interview: highly complementary AI ecosystems in Singapore and Malaysia—analyzing Microsoft's ASEAN strategy
The world is in the midst of an AI revolution, with data center supply chains becoming central to the electronics industry. As software and hardware converge, the focus on "sovereign...