Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 31 July 2025

Foxconn–Teco alliance bets on reshoring the AI data center

Foxconn and Teco Electric and Machinery unveiled a strategic alliance on July 30 via a share swap, combining their expertise in electromechanical systems and ICT to pursue opportunities...

Thursday 31 July 2025

CHT completes Google certificate renewal, aims to restore trust list by 2Q26

Chunghwa Telecom (CHT) announced on July 29, 2025, that it had successfully completed the renewal and reissuance of Google certificates for government and commercial websites on July...

Thursday 31 July 2025

Microsoft cannot protect EU data from US government

Microsoft has admitted to a French Senate hearing that it cannot guarantee data sovereignty. Even if data is stored on servers in Europe, the US government can still access it under...

Thursday 31 July 2025

Tariff pressures, PLI scheme drive diverging export fortunes for Samsung and Apple

Samsung's smartphone exports from India dropped sharply in the second quarter of 2025, likely due to the end of its eligibility for the production-linked incentive (PLI) scheme. Meanwhile,...

Thursday 31 July 2025

AI and ASIC servers drive soaring demand for BBUs amid rising power consumption

The rapid increase in power consumption by AI servers is fueling a surge in demand for backup battery units (BBUs). Market expectations indicate that key Taiwanese players such as...

Wednesday 30 July 2025

Taiwan approves Wistron's major US investments, Inventec to expand AI server supply chain

Taiwan's Ministry of Economic Affairs (MOEA) Investment Review Committee approved eight major investment projects on July 29, 2025, including significant capital injections by prominent...

Wednesday 30 July 2025

UALink makes its case: open AI infrastructure takes the spotlight at OCP APAC

With the 2025 OCP APAC Summit set to kick off next week in Taipei, industry attention is turning toward the next wave of AI and high-performance computing (HPC) infrastructure.

Wednesday 30 July 2025

Huawei's big comeback claims China's top smartphone sales spot in 2Q25

The latest smartphone sales data has revealed that despite facing multiple sanctions, Huawei delivered an impressive performance in China during the second quarter of 2025, reclaiming...

Wednesday 30 July 2025

Apple's 2Q25 earnings appear optimistic, but industry remains cautious

Apple will announce its second-quarter financial results on July 31. The market currently holds a relatively optimistic view of its performance this year. Factors such as positive...

Wednesday 30 July 2025

Taiwan's Chief Telecom hits record 1H revenue, rolls out first plug-and-play AI liquid-cooled data center

Chief Telecom posted a record-high first-half 2025 revenue of NT$2.08 billion (approx. US$70 million), an 18.7% increase from...

Tuesday 29 July 2025

Celestica surges in late trading as 2Q25 earnings top forecasts and guidance rises

Celestica, a key global provider of hardware design, manufacturing, and supply chain solutions, reported strong second-quarter results...

Tuesday 29 July 2025

Sanmina beats Q3 estimates on AI, cloud demand; Eyes $6 billion boost from ZT deal

Sanmina reported fiscal third quarter 2025 results that beat Wall Street expectations on both revenue and profitability, fueled by strong performance across all major end markets...

Tuesday 29 July 2025

Apple closes first directly managed store in Dalian due to poor foot traffic

Apple's official China website shows that the last operating day for its Parkland Mall store in Dalian is August 9, 2025. This marks the closure of Apple's first directly managed...

Tuesday 29 July 2025

China crypto firm Bitmain plans first US factory in Trump gambit

Bitmain Technologies Ltd., the world's largest manufacturer of crypto mining hardware, plans to open its first US facility in the coming months, a strategic pivot riding the "Made...

Tuesday 29 July 2025

SiPh among cutting-edge technologies for Taiwan's future growth

Silicon photonics (SiPh) is one of the cutting-edge technologies in a crucial Taiwanese government AI development program that aims to create more than US$500 billion in industry...

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