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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 12 May 2025
Chief Telecom delivers record 1Q25 growth, defies tariff and currency headwinds
Taiwan-based internet data center provider Chief Telecom has posted robust first-quarter results, achieving double-digit growth across all major financial metrics despite global trade...
Friday 9 May 2025
Aplex expects gradual recovery in 2025, eyes stable growth into 2026
Aplex Technology chairman Chad Lee acknowledged a slowdown in the industrial PC sector in 2024, influenced by uncertainties in US trade policies. Customers are hesitantly adopting...
Friday 9 May 2025
Taiwan ODMs post record April; server momentum set to drive 2Q25 growth
Taiwan's leading ODMs reported robust year-over-year revenue growth in April, driven by solid notebook and server shipments. Although early notebook pull-ins have weakened, demand...
Friday 9 May 2025
Wiwynn reports 145% YoY revenue growth in 1Q25; William Lin promoted to CEO
Wiwynn's financial results for the first quarter of 2025 benefited from strong demand for universal type and AI servers, with consolidated revenue reaching NT$170.655 billion (US$5.6...
Friday 9 May 2025
FICG accelerates global expansion as Trump's tariff deadline nears
As the 90-day grace period for the Trump administration's reciprocal tariffs approaches, FIC Global (FICG) is intensifying its global diversification strategy. In an exclusive interview...
Friday 9 May 2025
Chicony Power surges in 2Q25 on urgent orders ahead of 618 Shopping Festival
Chicony Power Technology, a Taiwanese power supply provider, met its revenue targets for the first quarter of 2025, maintaining year-over-year growth despite a seasonally weak period...
Thursday 8 May 2025
Wiwynn lands major L12 assembly order from YTL
Wiwynn chair Emily Hong highlighted three major trends driven by AI in the server industry. First, computing power is propelling technological development; second, new markets and...
Thursday 8 May 2025
Broadband chips, optical communications, and Ethernet drive growth; Airoha undeterred by tariff war
Airoha, a major company under MediaTek, held an investor conference to share its outlook on future market trends. The company stated that in the first quarter of 2025, its efforts...
Thursday 8 May 2025
Lite-On boosts AI server component output, new Texas facility to help navigate tariff challenges
Lite-On Technology reported strong financial results for the first quarter of 2025, overcoming typical seasonal declines. Despite the potential impact of US tariffs, the company is...
Thursday 8 May 2025
Inventec sees record April sales due to pull-ins ahead of tariff
Inventec announced its revenue for April 2025, surpassing expectations with NT$62.1 billion (approx. US$2.05 billion), marking a 4.33% increase month-over-month and a 21.65% rise...
Wednesday 7 May 2025
Why Apple’s road to ‘Made in India’ is longer than it looks
Despite surpassing analysts' forecasts for both revenue and profit in its fiscal second quarter, Apple CEO Tim Cook expressed caution about the months ahead, citing growing uncertainty...
Wednesday 7 May 2025
eLAND to debut on Taiwan OTC in May, riding AI search boom across four core sectors
Taiwan-based software firm eLAND Information, with nearly two decades of experience in semantic analysis and opinion search technologies, is set to list on the over-the-counter (OTC)...
Wednesday 7 May 2025
Jinpao sees continued revenue growth in April, exchange rate fluctuations to have little impact
Jinpao Precision Industry has reported NT$255 million (US$8.4 million) in consolidated revenue for April 2025. Although this represents a slight drop from the record monthly high...
Wednesday 7 May 2025
Taiwan's smartphone slump darkens: AI buzz fails to lift 1Q, 2Q outlook dims
Taiwan's smartphone shipments dipped slightly in the first quarter of 2025, as extended upgrade cycles and saturated market penetration offset enthusiasm around AI-powered models...
Wednesday 7 May 2025
Chinese rivals threaten Transsion's Africa smartphone crown
Once crowned the undisputed "smartphone king of Africa," China's Transsion is now battling mounting challenges. While revenue continues to climb, the company faces declining margins...