Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 11 June 2025

Apple's WWDC AI pitch overshadowed by research paper critique of rival models

Apple's 2025 Worldwide Developers Conference (WWDC) was supposed to be a turning point for the company's artificial intelligence ambitions. Instead, it has left many in the developer...

Wednesday 11 June 2025

Google's AR comeback: Project Aura marries dual-chip design with native 6DoF precision

Google has reentered the smart glasses arena with Project Aura, an AR headset co-developed with Chinese firm Xreal and powered by Qualcomm...

Wednesday 11 June 2025

Fragmented IPC demand spurs modular shift: speed, profit stability in spotlight

Driven by Industry 4.0, smart manufacturing, and edge computing, the industrial PC (IPC) market is undergoing structural change. As deployment scenarios become more fragmented, manufacturers...

Wednesday 11 June 2025

China's STAR Market reforms spark record M&A wave as tech firms seek scale and strategy

Marking the first anniversary of China's "Eight Measures for the STAR Market"—a landmark reform package aimed at boosting tech innovation and industrial upgrading—the...

Wednesday 11 June 2025

AMD nears 40% server market share in 1Q25, poised to match Intel in 2026

In 2017, AMD held nearly zero market share in the server processor segment. After CEO Lisa Su implemented a comprehensive platform strategy overhaul, AMD set ambitious goals for annual...

Wednesday 11 June 2025

Hygon absorbs Sugon in US$16.2 billion share swap to forge China's full-stack compute giant

Chinese processor developer Hygon Information Technology and supercomputing firm Dawning Information Industry Co. (Sugon) unveiled a CNY116 billion (US$16.2 billion) share-swap merger...

Wednesday 11 June 2025

Qualcomm demonstrates new processor for AI-based smart glasses

Qualcomm Inc., the top maker of smartphone processors, is making a bigger push into smart glasses with low-power components that can run artificial intelligence software.

Wednesday 11 June 2025

Behind the trust breach: How Chunghwa Telecom lost Chrome’s confidence

Google Chrome announced on May 30 that it would revoke default trust for transport layer security (TLS) certificates issued by Chunghwa Telecom, due to numerous certificate management...

Tuesday 10 June 2025

MSI to ramp AI server shipment in 2H25; US plant to begin operation in 3Q25

Micro-Star International (MSI) held its annual shareholders' meeting on June 10, 2025, with chairman Joseph Hsu outlining cautious optimism for 2025 despite lingering global and operational...

Tuesday 10 June 2025

UK is in 'Goldilocks' moment, says Nvidia CEO

Nvidia CEO Jensen Huang praised the UK for its top-tier artificial intelligence (AI) talent and described the country as being in a "Goldilocks" position for AI advancement. However,...

Tuesday 10 June 2025

Japanese teleco giant pivots to photonic networks in bid for global tech relevance

Japanese telecommunications company NTT is repositioning itself as a next-generation infrastructure provider, betting on optical communications and quantum technologies to regain...

Tuesday 10 June 2025

Huawei ramps up in-house tech with foldable PC, Pura 80 smartphone to challenge Apple

Amid intensifying US-China tech rivalry and deepening supply chain fragmentation, Huawei is mounting a formidable response through a series of proprietary technologies and product...

Tuesday 10 June 2025

Edge AI stalls, cloud AI soars: a new divide in Taiwan’s chip industry

Taiwan's IC design firms remain optimistic about the long-term trajectory of artificial intelligence (AI), but their outlook for the second half of 2025 has turned markedly cautious...

Tuesday 10 June 2025

Getac reports strong revenue growth in May 2025; confident in 2025 outlook despite currency challenges

Getac Holdings announced consolidated revenue of NT$3.212 billion (US$107.37 million) for May 2025, marking a robust year-on-year increase of 13.8%. The company's cumulative revenue...

Tuesday 10 June 2025

Taiwan chip designers bet on edge AI, with robotics leading the charge

While most of today's AI chip business is concentrated in cloud computing, industry leaders are increasingly turning their attention...

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