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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 17 February 2025
Yield issues slow GB200 momentum, but strong start boosts 2025 server outlook
Server shipments are gaining momentum, resulting in strong January revenues for server ODMs who remain optimistic about 2025, with component suppliers confident in double-digit revenue...
Monday 17 February 2025
Chunghwa Telecom bets big on AI to reach trillion-dollar valuation in 2025
Taiwan's telecom giant Chunghwa Telecom is setting its sights on a trillion-dollar market value by 2025, building on seven consecutive years of record performance. The company's growth...
Monday 17 February 2025
Samsung defies market trends: 5-year plan targets 'Super Premium' smartphone dominance
Samsung Electronics' latest flagship AI smartphone, the Galaxy S25, has demonstrated strong momentum in pre-order sales. The S25 series' total sales are projected to exceed those...
Monday 17 February 2025
Black swan events could increase risks globally in 2025
Shifts in political power around the globe have caused the international trade and geopolitical landscapes to become increasingly complicated, rocking the stability of supply chains,...
Monday 17 February 2025
India witnesses first-ever shipment drop in wearable market in 2024
Following a nine-month decline spanning three consecutive quarters, the wearable market in India, previously the global growth driver for wearables, contracted in 2024, primarily...
Friday 14 February 2025
Quantum computing is already here, experts say
Quantum expert Ching-Ray Chang, a distinguished professor of physics at National Taiwan University (NTU), believes that quantum computing is already here, refuting a previous statement...
Friday 14 February 2025
Ubiqconn reports rising demand, signaling potential end to downturn
Ubiqconn Technology, a subsidiary of FIC Global, witnessed a significant uptick in customer demand, indicating a potential end to the market downturn.
Friday 14 February 2025
Alibaba CEO confirms Apple AI partnership for China
Apple has selected Alibaba Group's (Alibaba) Qwen model as its AI service provider for the Chinese market. Alibaba chairman Joseph Tsai confirmed this collaboration during the World...
Friday 14 February 2025
Trump moves to impose reciprocal tariffs as soon as April
President Donald Trump ordered his administration to consider imposing reciprocal tariffs on numerous trading partners, raising the prospect of a wider campaign against a global system...
Friday 14 February 2025
Apple sets Feb. 19 product launch date as low-end iPhone nears
Apple plans to launch a product on February 19 that CEO Tim Cook described as the "newest member of the family."
Thursday 13 February 2025
Tech firms continue spending spree on AI infrastructure as AI chip demand drives semiconductor equipment sales
The advanced logic ICs and memory needed to support generative AI (GenAI) have brought huge benefits to related semiconductor equipment manufacturers. In 2025, the DeepSeek impact...
Thursday 13 February 2025
DeepSeek emerges as China's AI powerhouse, raising competitive stakes for Apple
During Qualcomm's latest earnings call, CEO Cristiano Amon described DeepSeek-R1 as a turning point for the AI industry, driving the shift of AI inference from the cloud to edge devices...
Thursday 13 February 2025
Smartphone premiumization in India slows, Apple makes top 5 for the first time
In 2024, India's smartphone market saw a slowdown in premium device sales, with growth expected to come from low-to-mid-range models in 2025. Despite this, Apple experienced a 34%...
Thursday 13 February 2025
Manufacturing boosts Taiwan economy thanks to AI and cloud services
Taiwan boasts advanced industrial clusters for semiconductors, AI servers, and network communications, which contribute to the country's substantial manufacturing sector. Aside from...
Thursday 13 February 2025
Taiwanese AI server assembly may not shift abroad; air freight value-added facilities aim for year-end completion
Foxconn chairman Young Liu announced plans in October 2024 to build a massive GB200 server factory in Mexico, but products entering the US from Mexico could face new tariff barriers...