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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 21 February 2025
Google reportedly plans first India retail store, but faces local sourcing hurdles
Google is reportedly preparing to open its first self-owned retail store outside the US, with India as its chosen market following Apple's retail strategy. However, the company must...
Friday 21 February 2025
Huawei CEO hints at 'Backup Plan 2.0'; HiSilicon launches new automotive chip
HiSilicon is keen to grow its chip business beyond mobile phones and computing to the automotive industry, according to industry sources in China. During a recent summit for private...
Friday 21 February 2025
UFS integrated with QLC NAND to penetrate mobile phone market
In recent years, Quad-Level Cell (QLC) NAND has gradually penetrated mainstream applications such as PCs and enterprise-level storage, but it has yet to make substantial inroads into...
Friday 21 February 2025
Apple's C1 modem faces market skepticism: Can it rival Qualcomm?
Apple has officially launched its newest budget-friendly model, the iPhone 16e, which is equipped with the company's self-developed modem chip, the C1. The market is keenly observing...
Friday 21 February 2025
Alibaba Cloud opens second data center in Thailand to boost Southeast Asian presence
Alibaba Cloud, the cloud computing arm of Alibaba Group, has inaugurated its second data center in Thailand, expanding its infrastructure to meet the rising demand for cloud services...
Friday 21 February 2025
Samsung considers smartphone production exodus from China amid US tariff concerns
Samsung Electronics is evaluating significant changes to its smartphone supply chain in response to tariff measures implemented by the Trump administration. According to South Korean...
Friday 21 February 2025
Xiaomi holds back on DeepSeek while Chinese rivals embrace AI model
Alibaba Chairman Joseph Tsai recently confirmed a partnership with Apple to bring AI features to the Chinese version of the iPhone, drawing renewed focus on the AI smartphone race...
Thursday 20 February 2025
Inside Microsoft's Majorana 1 chip: million-qubit quantum leap towards commercial reality
Microsoft has unveiled its groundbreaking Majorana 1 quantum chip, marking a significant advancement in quantum computing technology. This development represents a fundamental shift...
Thursday 20 February 2025
Nexcom sees robotics market potential materializing in 2026
As inventory levels normalize and artificial intelligence (AI) applications continue to expand in the market, Nexcom chairman Clement Lin expressed confidence that their accumulated...
Thursday 20 February 2025
Low-cost AI models drive edge computing and device upgrade cycle
The emergence of DeepSeek as a transformative force in edge AI development has supply chain operators anticipating a new wave of consumer upgrades across smart devices, from smartphones...
Thursday 20 February 2025
Lenovo's 3Q revenue in FY2024/25 up nearly 20%, net profit doubles
Lenovo posted strong third-quarter results for the 2024/25 fiscal year, with revenue reaching US$18.796 billion, up 19.6% year-over-year, marking its best quarterly sales in three...
Thursday 20 February 2025
Taiwan's semiconductor dominance: Strategic asset or economic vulnerability?
As US President Donald Trump continues to make statements about Taiwan's semiconductor industry, concerns are rising that the US might replicate its past tactics of undermining Japan's...
Thursday 20 February 2025
Apple develops first custom 5G modem for iPhone 16e, reducing Qualcomm dependence
Apple has unveiled the iPhone 16e featuring the company's first in-house developed 5G modem chip, named the Apple C1. The new modem, which the company claims is the most energy-efficient...
Thursday 20 February 2025
xAI Grok 3 overcomes training bottleneck with liquid cooling
Elon Musk's xAI has unveiled its latest AI large language model (LLM) Grok 3, which the company claims is the most powerful AI model on Earth. The development team revealed they encountered...
Thursday 20 February 2025
Supply chain implications of iPhone 16e reveal Apple's strategic shifts
Apple's latest iPhone 16e combines premium features with affordability, marking several strategic shifts in the company's supply chain and manufacturing approach. While consumers...