Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 6 May 2025

Taiwan dollar surges to two-year high, central bank refutes US pressure claims

The New Taiwan dollar (NTD) surged to a two-year high against the US dollar on May 5, 2025, briefly strengthening by more than NT$0.15 to reach NT$29.59 per USD—the strongest...

Monday 5 May 2025

Largan posts 28% YTD revenue growth, eyes Q3 lens upgrade cycle

Largan Precision announced on May 5, 2025, that its preliminary revenue for April reached NT$4.375 billion (US$142 million), representing an 11% decline from March but a 27% increase...

Monday 5 May 2025

Foxconn smashes April record with US$21.3B in revenue as AI servers take off

Foxconn Technology Group posted consolidated revenue of NT$641.37 billion (approx. US$21.32 billion) in April 2025, up 16.16% from March and 25.54% from a year earlier, marking a...

Monday 5 May 2025

iPhone sales in China falter: headwinds on four fronts

Apple reported iPhone sales revenue of US$46.8 billion for the first quarter of 2025, representing a 1.9% increase compared to the same period last year, according to its financial...

Monday 5 May 2025

Taiwan's surging currency puts pressure on exporters' margins

The New Taiwan dollar (NT$) surged by NT$0.953 against the US dollar (US$) on May 2—an appreciation of nearly 3% in a single day...

Monday 5 May 2025

Indian smartphone market sees decline in shipments as Mediatek dominates chipset share, Apple gains premium traction

According to Counterpoint, India's smartphone market experienced a 7% year-over-year shipment decline in the first quarter of 2025, impacted by high inventory levels and fewer product...

Monday 5 May 2025

Texas emerges as key battleground in AI server race with US tariff push

President Donald Trump's aggressive use of tariffs has sent shockwaves through global trade and supply chains, prompting a reconfiguration of manufacturing strategies worldwide. Interpreted...

Monday 5 May 2025

India roundup: Most iPhones sold in US will be made in India

Apple and Foxconn are speeding up their iPhone manufacturing in India. Dixon continues to collaborate with Taiwanese companies to secure more diversified manufacturing capabilities...

Monday 5 May 2025

Network infrastructure crucial to growth for Nokia and Chunghwa Telecom

Nokia saw lower-than-expected performance in the first quarter of 2025, with net sales sliding by 3% year-over-year to EUR4.39 billion (US$5 billion), as well as EUR156 million in...

Saturday 3 May 2025

Apple's 2Q earnings in focus: trade tensions, AI lag, and China headwinds cloud outlook

Apple is set to announce its fiscal second-quarter earnings on May 1 (Pacific Time). Analysts anticipate the company will hit revenue...

Friday 2 May 2025

CWTC posts strong Q1 as packaging demand surges, eyes expansion in Asia

Taiwanese lead frame packaging giant CWTC posted better-than-expected results for the first quarter of 2025, buoyed by its inclusion on key client procurement lists and surging demand...

Friday 2 May 2025

US targets Chinese shipbuilding, port equipment in new tariff offensive

After pressuring the UK to ban Huawei's 5G gear on national security grounds, the Trump administration is widening its trade assault...

Friday 2 May 2025

Industrial displays solutions vendor Litemax adjusting markets to cope with US tariffs

Industrial LCD displays specialist Litemax, which has a solid customer base in high-end applications markets in Europe and the US, is ready to adjust its strategies to cope with the...

Friday 2 May 2025

Non-AI cloud workloads power Microsoft's 3Q25 Azure overperformance

Microsoft's fiscal year 2025 third-quarter earnings call revealed a company operating at full throttle in the age of AI, driven by skyrocketing demand for AI infrastructure and cloud...

Friday 2 May 2025

Dixon Technologies, Inventec form joint venture to manufacture PCs and servers in India

Dixon Technologies has strengthened its role in India's electronics manufacturing sector by signing a joint venture with Taiwan-based Inventec to produce IT hardware. The partnership...

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