Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 28 May 2025

Trump threatens new tariffs on iPhones and EU imports, raising tensions with Apple

Fresh off a triumphant Middle East tour, President Donald Trump reignited trade tensions on Thursday with a bold new proposal: imposing...

Wednesday 28 May 2025

Alpha Networks sees operational momentum in 2H25, plans to sample 1.6T switch by year-end

Networking company Alpha Networks (Alpha) held its shareholders meeting on May 27, 2025, where it expressed optimism about the continued strengthening of shipment momentum for its...

Wednesday 28 May 2025

Taiwan's AI, semiconductor strength shields economy from tariff risks, spurs 2025 growth forecast upgrades

Despite concerns over US President Donald Trump's tariff policies, international demand for Taiwan's AI and semiconductor sectors remains resilient, reinforcing the island's status...

Wednesday 28 May 2025

Xiaomi sharpens premium push, streamlines global smartphone operations to boost profitability

Xiaomi is doubling down on its smartphone premiumization strategy as it adapts to evolving market dynamics in China and abroad, company executives said during its first-quarter 2025...

Wednesday 28 May 2025

Apple to debut dedicated gaming app within days of Nintendo Switch 2's arrival

Apple Inc. is planning a dedicated application for video games on its devices, seeking to sell gamers and developers on the idea that it's a leader in the market.

Wednesday 28 May 2025

Computex 2025 hits record attendance amid growing uncertainty over AI boom and policy risks

Computex 2025 wrapped up with record-breaking attendance and exhibitor participation, underscoring the sustained momentum of artificial intelligence (AI) across the tech sector. Exhibitors...

Wednesday 28 May 2025

Self-developed Xring will power flagship products before expanding to other products, said Xiaomi

Xiaomi executives emphasized a patient, long-term strategy for self-developed chips during the company's first-quarter 2025 earnings call held on May 27. Partner and president Lu...

Wednesday 28 May 2025

Xiaomi profit surges 161% in 1Q25 on strong EV and IoT sales

Xiaomi posted strong first-quarter 2025 results, with net profit jumping 161.2% year-over-year to CNY10.92 billion (approx. US$1.52 billion), driven by booming EV and IoT sales. Revenue...

Wednesday 28 May 2025

NTT showcases next-gen optical network vision at Osaka Expo 2025

At the 2025 Osaka-Kansai Expo, Japan's NTT presents its corporate pavilion under the theme "Parallel Travel." Through a narrative that transcends time and space, the company offers...

Wednesday 28 May 2025

Nvidia pulls the plug on Hopper in China—AI giants scramble to adapt

In the first half of 2025, Nvidia CEO Jensen Huang officially announced that the company will no longer release Hopper architecture AI chips tailored for China. This announcement...

Wednesday 28 May 2025

Google’s AI reset: I/O 2025 marks a turning point

Following years of trailing its competitors and facing mounting skepticism, Google appeared to turn a corner at this year's I/O developer...

Tuesday 27 May 2025

TSMC's CoWoS boom squeezes substrates, stirs NAND pricing

Mitsubishi Gas Chemical (MGC), the world's leading supplier of BT substrate base materials, has notified clients of delayed shipments due to tightening raw material supply. The growing...

Tuesday 27 May 2025

Samsung's impossible choice: absorb 25% tariff hit or price out US customers

US President Donald Trump's announced 25% tariff on smartphones manufactured outside the US has once again ruffled the feathers of markets, especially for Apple and Samsung Electronics,...

Tuesday 27 May 2025

Xiaomi defends XRing O1 SoC as in-house development amid 'Custom Silicon' controversy

A debate has erupted in the tech industry over the origin of Xiaomi's flagship system-on-chip (SoC), the XRing O1, with mounting questions about whether it represents a truly in-house...

Tuesday 27 May 2025

Trump 2.0: Boon or bane for Taiwan? January-April trade and output data offers some clues

Despite fresh uncertainty under Trump's second term, Taiwan's technology and trade sectors are showing surprising resilience and even growth. While his unpredictable tariff policies...

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