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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 11 February 2025
U-Best sees stable shipments of flexible HC materials as foldable phone market expands
Taiwan-based polymer materials supplier U-Best Innovative Technology is experiencing steady growth in shipments of hard coat (HC) films for flexible displays as demand for foldable...
Tuesday 11 February 2025
Mitac's January revenue surges 168% on US data center demand
Mitac experienced robust growth in the fourth quarter of 2024, driven by strong demand from US data center clients. The company has successfully transitioned from motherboard shipments...
Tuesday 11 February 2025
Amazon expects Trainium chip series to reach 4th gen amid growing adoption
Amazon has revealed that its in-house designed Trainium 2 processor is gaining traction among potential users, including Qualcomm, who are participating in its early-stage evaluation...
Tuesday 11 February 2025
Nokia names Intel AI chief as new CEO in strategic shift
In an unexpected development, Nokia revealed a CEO transition plan for March 2025, which analysts interpret as a strategic pivot from networking equipment toward data centers and...
Tuesday 11 February 2025
Microsoft hit by French antitrust probe over rivals' Bing access
Microsoft Corp. is under investigation from the French antitrust authority amid concerns the US tech giant is degrading the quality of results when smaller rivals pay to use Bing...
Tuesday 11 February 2025
Huawei boosts smartwatch sales by registering them as medical devices
Huawei Technologies Co. has found an unlikely way to boost sales of its latest smartwatches in the face of sluggish consumer spending in China: by registering them as medical devic...
Tuesday 11 February 2025
China's Google antitrust probe risks potential tech sector blowback
China has opened an antitrust investigation into Google, in what analysts view as a retaliatory move against heightened US tariffs. While Google's presence in China is minimal, industry...
Tuesday 11 February 2025
NAND prices rise as memory market shows recovery signs
Following production cuts by NAND flash manufacturers and the resolution of inventory destocking issues in China's sector, industry supply chain sources indicate that NAND spot pricing...
Monday 10 February 2025
Samsung appoints Dustin Lee to revive China smartphone business
Samsung Electronics Device eXperience (DX) division is implementing significant changes to its overseas leadership to strengthen global competitiveness. Most notably, former Taiwan...
Monday 10 February 2025
Traditional industries seeking survival solutions: Is forming holding companies like WPG Holdings feasible?
While Taiwan's semiconductor and server sectors have thrived in recent years, traditional industries have faced mounting challenges. In response, the government has proposed encouraging...
Monday 10 February 2025
Apple's upcoming product launches boost Taiwan's PCB supply chain in 1Q25
Apple's 2025 product launches are set to drive substantial growth in Taiwan's PCB (Printed Circuit Board) supply chain, with manufacturers benefiting from rising demand for AI technology...
Monday 10 February 2025
China consumer electronics subsidy spurs flagship SoC competition
Chinese smartphone brands and system-on-chip (SoC) designers are showing increased optimism about demand for premium devices, driven by the country's new consumer electronics subsidy...
Monday 10 February 2025
Apple aims for ultra-thin design, with potential expansion to high-end models
Despite recent iPhone sales falling short of expectations, Apple is preparing to launch an innovative ultra-thin design for its 2025 iPhone models. This strategic move could reinvigorate...
Monday 10 February 2025
Apple rumored to unveil iPhone SE 4 and new MacBook Air in push for first-quarter revenue
Rumors suggest that Apple is set to launch new products, including the iPhone SE 4, a refreshed MacBook Air, an updated iPad Air, and a new headphone line. These launches aim to boost...
Monday 10 February 2025
Apple makes manufacturing pivot: scales back Vietnam MacBook production, ramps up India operations
Apple is shifting its strategy by scaling back its plans to expand MacBook production in Vietnam, which was expected to ramp up in late 2024. This marks a departure from its earlier...