Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 20 May 2025

Computex 2025: ASIC surge prompts Nvidia's Jensen Huang to unveil NVLink Fusion strategy

Nvidia CEO Jensen Huang revealed the company's AI development roadmap during his keynote at Computex, spotlighting the upcoming GB300 chip set for release in the third quarter of...

Tuesday 20 May 2025

Apple reportedly eyes major iPhone overhaul by 2027 as pressure of innovation grows

As Apple marks the 20th anniversary of the iPhone in 2025, the tech giant is preparing for sweeping technological upgrades to its flagship product—some of which may not fully...

Tuesday 20 May 2025

Tariffs cloud notebook outlook, but mobile chip demand stays hot

Following the significant impact of reciprocal tariffs imposed by the US, the chip inventory status for two major consumer electronics products—notebooks (NBs) and mobile phones—has...

Tuesday 20 May 2025

Computex 2025: Pegatron flexes liquid-cooled GPU racks built for AI data center era

Pegatron Corp. is making its biggest appearance to date at Computex 2025, unveiling a standalone booth to showcase its latest rack-mounted solutions designed for increasingly complex...

Tuesday 20 May 2025

Huawei widens lead in global telecom race, Western RAN giants retreat under pressure

As global telecom players across Europe, the US, Japan, and South Korea face mass layoffs and resource constraints, market contraction is accelerating. Meanwhile, Huawei is bucking...

Monday 19 May 2025

Ennoconn sees high order visibility, continued growth in 1H25

Industrial PC (IPC) maker Ennoconn stated during a recent earnings call that it will implement risk controls even though tariffs and the sudden appreciation of the New Taiwan dollar...

Monday 19 May 2025

Qualcomm signs AI pact with Saudi Arabia's Humain, eyes return to data center CPU race

Qualcomm has signed a memorandum of understanding (MoU) with Riyadh-based AI firm Humain to co-develop next-generation technologies for AI data centers. The deal was unveiled during...

Monday 19 May 2025

Taiwan Mobile to launch crypto platform, telco rivalry in Web3 fintech heats up

Telecom operators in Taiwan are expanding their presence in the Web3 financial tech sector, with one of them set to launch a virtual asset exchange platform next week.

Monday 19 May 2025

Computex 2025: Qualcomm and MediaTek set to emerge

Computex 2025 is set to open on May 20 in Taipei, with Qualcomm and MediaTek—two longtime rivals in the mobile chip sector—unexpectedly emerging as keynote headliners...

Monday 19 May 2025

AI-driven server demand boom spurs explosive growth for Taiwan CCL suppliers

Despite recent uncertainties surrounding new tariff policies under US President Donald Trump, major US and Chinese cloud service providers have reaffirmed that their capex plans for...

Monday 19 May 2025

How ASE is reinventing chip testing in Singapore—and betting big on silicon photonics

Singapore and Malaysia's collaborative "Johor-Singapore Special Economic Zone" has emerged as a magnet for investment, positioning the region as a pivotal node in Southeast Asia's...

Monday 19 May 2025

Matrix Precision opens new Hsinchu plant with US$100 million revenue target, lands major Japanese order

On May 13, Matrix Precision, a subsidiary of Hiwin Technologies, inaugurated its new manufacturing facility in Fengshan, Hsinchu, aiming to generate US$100 million in annual revenue...

Monday 19 May 2025

Ilitek begins integration of MediaTek's TCON unit, eyes expansion in notebook and industrial markets

Display driver IC design company Ilitek has officially launched the integration of MediaTek's TCON business, a strategic acquisition...

Sunday 18 May 2025

Western Digital, Foxconn launch high-density TOR switch with embedded NVMe storage

Western Digital and Ingrasys Technology, a Foxconn subsidiary, unveiled a strategic partnership on May 15 to debut a next-generation top-of-rack (TOR) switch featuring embedded storage...

Sunday 18 May 2025

Jensen Huang brings in Compal, as Foxconn chair sits out

Jensen Huang, CEO of Nvidia, continued his closely watched Taiwan visit with a high-profile gathering of semiconductor and electronics...

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