Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 15 July 2025

Meta's AI ambitions go gigawatt-scale in race for superintelligence

Meta Chief Executive Mark Zuckerberg announced plans to invest hundreds of billions of dollars over the next several years to build a...

Tuesday 15 July 2025

Samsung Display reportedly secures exclusive OLED deals for Apple's first foldable iPhone

Samsung Display is reportedly gearing up to become the exclusive supplier of OLED panels for Apple's first foldable iPhone, signaling a deepening partnership between two of the biggest...

Monday 14 July 2025

SoftBank to launch high-altitude 5G network using solar planes and airships by 2026

SoftBank is preparing to commercialize its next-generation telecommunications infrastructure using high-altitude platforms by 2026, marking a pivotal milestone in its UTX (Ubiquitous...

Monday 14 July 2025

Tariffs impact economy, but AI servers remain an exception, says Wistron

Wistron president and CEO Jeff Lin stated that AI servers represent a rigid demand and are not affected by reciprocal tariffs. However, mature consumer products such as notebooks...

Monday 14 July 2025

Taiwan must move beyond OEM/ODM to export complete systems, particularly aging-related technology, says NSTC Minister

Taiwan must move beyond its traditional OEM (original equipment manufacturing) and ODM (original design manufacturing) model and focus on exporting complete systems, particularly...

Monday 14 July 2025

Smartphone brands expand AI adoption to mid-to-high-end models to boost sales in 2H25

As the third quarter of 2025 kicks off, smartphone brands around the world are rolling out new models, hoping to rejuvenate the sluggish market as inflation, currency swings, and...

Monday 14 July 2025

Cisco drives AIoT proof of concept from point to area, aims to extend Asia New Bay Area experience to semiconductor industry

As AIoT technology deepens its application across industrial sectors, networking and cybersecurity brand Cisco has partnered with Genesis to launch the "AIoT Sustainable Innovation...

Monday 14 July 2025

As Nvidia soars, Taiwan's AI OEMs outpace TSMC in growth

Nvidia's landmark surge to a US$4 trillion market capitalization on July 10 has reverberated across the global tech landscape—but nowhere more profoundly than in Taiwan. As...

Monday 14 July 2025

Foxconn reportedly begins iPhone 17 component imports from China as India and US watch Apple's global moves closely

Foxconn has reportedly begun importing key components from China to India for the iPhone 17, marking the start of trial production. The development comes as both India and the US...

Saturday 12 July 2025

Chipmakers bet on premium smartphones to weather 2H25 headwinds

Despite a generally negative outlook for the second half of the year, Largan, a key market indicator, stressed during its earnings call that the demand momentum for new flagship smartphones...

Saturday 12 July 2025

Google brings Gemini AI to Wear OS, boosting Samsung's new smartwatch and foldables

Google is bringing its Gemini artificial intelligence model to smartwatches running Wear OS, marking a significant expansion beyond smartphones...

Friday 11 July 2025

Apple plans new MacBook Pro, iPhone 17e and iPads by early 2026

Apple Inc. is planning an ambitious pipeline of new products for release during the first half of 2026, including a new low-end iPhone, multiple iPads and upgraded Macs.

Friday 11 July 2025

How Taiwan's EMS evolved: From PCs and smartphones to AI servers and deep semiconductor integration

The advent of the personal computer (PC) provided an opportunity for Taiwan's manufacturing services to further evolve.

Friday 11 July 2025

US weighs new export controls on AI chips to Thailand and Malaysia

The US Department of Commerce is reportedly preparing new regulations that would restrict the export of advanced AI chips to Thailand...

Friday 11 July 2025

With GB300 on track and no Cordelia detours, Nvidia eyes a strong AI finish in 2025

With Nvidia's GB200 series products entering volume shipments starting in the second quarter of 2025, the GB300 has also begun its delivery recently, as Dell chairman and CEO Michael...

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