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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 5 February 2025
Google Cloud revenue slows amid intensifying AI competition
Alphabet's most recent earnings report indicates that its cloud business is beginning to show signs of slowing amidst growing competition in the AI sector. Nevertheless, the company...
Tuesday 4 February 2025
Samsung optimistic for 2025 with launch of Galaxy S25
Samsung Electronics (Samsung) has made pre-ordering for the Galaxy S25 series available in Taiwan. According to Jacob Chen, president of Samsung Taiwan's Mobile Communications Division,...
Tuesday 4 February 2025
Samsung bets on Galaxy S25 launch after weak mobile earnings
Samsung Electronics reported disappointing fourth-quarter 2024 results for its Mobile Experience (MX) and Network (NW) divisions, as new product sales failed to meet expectations...
Tuesday 4 February 2025
TikTok to invest US$3.8 billion in Thai data center
ByteDance's TikTok plans to invest THB126.8 billion (US$3.76 billion) in a Thai data hosting service, marking a major expansion in Southeast Asia. Thailand is emerging as a digital...
Tuesday 4 February 2025
HTC's US$250 million XR deal with Google raises industry concerns
HTC has agreed to transfer its XR development team to Google for US$250 million, including non-exclusive licensing of its XR patents. This strategic move has sparked varied reactions...
Tuesday 4 February 2025
DIGITIMES exclusive: Samsung Taiwan confirms participation in Computex; first time in 13 years
With the advent of the artificial intelligence (AI) era, Taiwan's industrial ecosystem has become increasingly significant. Samsung Electronics (Samsung), which previously prioritized...
Tuesday 4 February 2025
Pegatron cuts shareholding of Indian iPhone plant to 40%
Pegatron has disclosed that it has reduced its holding in an Indian subsidiary to 40%, confirming reports saying India's Tata Electronics has acquired a 60% stake in the Taiwanese...
Tuesday 4 February 2025
CSPs embrace DeepSeek as AI infrastructure spending surges
China's AI startup DeepSeek has emerged as a significant player in the AI landscape. While some US government offices have restricted DeepSeek's use, Amazon's AWS and Microsoft have...
Tuesday 4 February 2025
Taiwan server ODMs see DeepSeek upside
The emergence of Chinese AI model DeepSeek has sparked concerns over demand for high-end AI servers, raising fears of a potential blow to Taiwan's server ODMs. However, industry insiders...
Tuesday 4 February 2025
Apple blasts EU app laws after first porn app comes to iPhones
Apple lambasted the EU's Digital Markets Act after the first known porn app for the iPhone arrived on the company's devices in the region.
Monday 3 February 2025
Trump 2.0 prospects: tariffs spark potential three-way supply chain realignment
President Trump's administration has escalated trade tensions since taking office, implementing a 25% tariff on goods from Canada and Mexico and a 10% tariff on Chinese imports since...
Monday 3 February 2025
OpenAI unveils plans for AI devices to rival smartphones
In a recent interview, OpenAI CEO Sam Altman unveiled plans to develop a generative AI-powered device aimed at replacing smartphones. Through this ChatGPT-optimized device, OpenAI...
Monday 3 February 2025
Apple surpasses 10% market share in India as MediaTek leads smartphone SoC market
In 2024, India experienced slight growth in smartphone shipments but saw a significant increase in revenue driven by premiumization. MediaTek maintained its lead in the smartphone...
Monday 3 February 2025
US-Sino tariff war: limited immediate impact, long-term risks looms
According to Bloomberg Intelligence (BI) economists Chang Shu and David Qu, the latest 10% tariff hike on Chinese goods shifts the next move to Beijing. Signed by President Donald...
Wednesday 29 January 2025
In-depth analysis: Key takeaways on AI glasses ecosystem from CES 2025
At a recent post-CES 2025 analysis seminar, DIGITIMES analyst Brandon Fang stated that AI glasses are set to become the next hot product.