Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 11 April 2025

Apple supplier GSEO reports March revenue surge amid tariff uncertainty

Genius Electronic Optical (GSEO) has unveiled its operational results for March 2025, revealing consolidated revenue of NT$1.893 billion (US$0.06 billion). This represents a strong...

Friday 11 April 2025

Rising US-China tensions put American consumer tech brands at risk in China

The escalating US-China trade conflict is placing consumer electronics and high-tech industries at the center of geopolitical strain...

Friday 11 April 2025

Apple's China suppliers struggle as G2 trade war forces costly decoupling

As the US-China trade conflict escalates once again, both countries are imposing steep tariffs on each other, pushing global supply chains into a period of heightened uncertainty...

Friday 11 April 2025

Trump claims US has sufficient resources to produce iPhones; experts refute

Following China's announcement of an 84% retaliatory tariff on US imports, US President Donald Trump has raised tariffs on Chinese goods to 145%, effective immediately. Analysts believe...

Friday 11 April 2025

Taiwan cracks down China goods falsely labeled to circumvent US tariffs

The United States has intensified efforts to prevent Chinese goods from entering the American market through third-party countries, and Taiwan is responding with decisive action.

Friday 11 April 2025

Apple and TSMC face challenges ahead of 2nm chip launch

The United States' reciprocal tariffs officially took effect on April 9, 2025. However, within 24 hours, President Donald Trump announced a 90-day suspension for most trading partners,...

Friday 11 April 2025

Taiwan must go beyond trade to secure strategic ties with US, industry leader says

As Washington presses pause on sweeping new tariffs—with China singled out for sharply higher rates—Taiwan is seizing the...

Thursday 10 April 2025

90-day pause: Tariff strategy shifts into round two

The 90-day tariff suspension is a tactical move to stabilize the US economy while ramping up pressure on China, says DIGITIMES VP Eric Huang, who sees the move as the start of a new...

Thursday 10 April 2025

Google opens network cable system for enterprise connectivity at Cloud Next '25 conference

Google has opened its vast network cable system to enterprises through the Cloud Wide Area Network (Cloud WAN) solution. This service allows cross-cloud connectivity with Amazon Web...

Thursday 10 April 2025

Dell's AI server sales outlook fails to ease profit worries

Dell Technologies Inc. gave a strong outlook for sales of servers optimized for artificial intelligence, though investors remained concerned about the profitability of these produc...

Thursday 10 April 2025

Taiwan's EMS bets on Vietnam face new risks from US tariff shift

EMS firms' Vietnam expansion plan could be disrupted by policy shifts, DIGITIMES analyst says in his latest report.

Thursday 10 April 2025

AI, robotics, and drones to take center stage at Hong Kong's upcoming premier tech fairs

Hong Kong is set to host its premier technology showcases this spring, as the 3rd edition of the Hong Kong International Innovation & Technology Expo (InnoEX) and the 21st spring...

Thursday 10 April 2025

Alcatel returns to India's smartphone market with US$30 million investment and local manufacturing plans

After a decade-long absence, French smartphone maker Alcatel is returning to India, partnering with Flipkart and looking for a local manufacturing partner.

Wednesday 9 April 2025

Foxconn Industrial Internet reports record profits in 1Q25, with server revenue growing over 60% year-over-year

Foxconn Industrial Internet (FII), a subsidiary of Foxconn, is poised for significant revenue and profit growth in the first quarter of 2025, driven by improving shipments of next-generation...

Wednesday 9 April 2025

ITRI urges Taiwan industries to pursue 'blue ocean' markets with tech innovation amidst tariff headwinds

While the aggressive US tariff policy is heaping heavy pressure on Taiwan's industrial operations and strategic planning, Edwin Liu, president of the Industrial Technology Research...

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