Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 5 August 2025

Exclusive: IC distribution shaken by CSP giant's single distributor move

The IC distribution market has faced a significant shift as one of the top four global CSPs appointed a sole distributor for its AI data center components consignment sales, transitioning...

Tuesday 5 August 2025

Interview: Astera Labs: AI infrastructure enters 2.0 with open AI interconnect options

AI data center chipmaker Astera Labs will showcase its next-gen interconnect technologies at this week's Open Compute Project (OCP) APAC event. In an exclusive interview with DIGITIMES,...

Tuesday 5 August 2025

Japan unveils next-gen defense plan centered on space and hypersonic threats

In response to rapid advancements in military technology and an increasingly uncertain global security environment, Japan's Ministry...

Tuesday 5 August 2025

Sercomm Chair confident in robust 2H25 as production hits full capacity

Sercomm Corporation, a major Taiwanese networking equipment manufacturer, expressed optimism for the second half of 2025 during its earnings briefing on July 31, 2025, citing rising...

Monday 4 August 2025

IPC maker Posiflex elects new board, eyes double-digit growth for 2026

Industrial PC (IPC) firm Posiflex held an extraordinary shareholders' meeting on July 30 to conduct a full board re-election. Under this new leadership team, the company expects to...

Monday 4 August 2025

Trump locks in tariffs as allies scramble for relief, China talks stall at 'halfway'

US Trade Representative Jamieson Greer stated that President Donald Trump's newly introduced "reciprocal tariffs" are effectively locked...

Monday 4 August 2025

Exclusive: Broadcom exec weighs in on Nvidia's NVLink strategy and silicon photonics future

The Open Compute Project APAC Summit (OCP APAC) will officially open in Taipei in early August 2025. American IC design giant Broadcom, which holds a critical position in cloud AI...

Monday 4 August 2025

Major mobile AP providers ride early demand surge ahead of tariffs, eye high-end market for growth

Apple, Qualcomm, and MediaTek exceeded expectations in recent financial results, driven by final Chinese government subsidies and anticipation of tariff hikes later in the year. This...

Monday 4 August 2025

Sercomm to raise prices following new 20% US tariff on Taiwan

Taiwanese networking equipment manufacturer Sercomm plans to pass the full impact of newly announced US tariffs onto its customers, following Washington's release of an updated reciprocal...

Monday 4 August 2025

Assessing the 20% reciprocal tariffs on Taiwan's electronics industry

Taiwan's reciprocal tariff rate has been announced, reaching 20%. This is higher than Japan and South Korea, which leaves room for questions about whether this will affect the competitiveness...

Monday 4 August 2025

India roundup: Trump's 25% tariff jolts Apple

Trump imposed a 25% tariff on India, one of the highest rates among US trading partners, an unwelcome development for Apple and Foxconn as they expand investments in the country.

Monday 4 August 2025

Castrol partners with Taiwanese companies as liquid cooling competition intensifies

AI server data centers are creating new business opportunities. Castrol, a subsidiary of British Petroleum (BP), is optimistic about the liquid cooling prospects in AI data centers...

Sunday 3 August 2025

Taiwan Mobile launches 'Superman Project' to drive internal AI transition

Taiwan Mobile (TWM) has launched a "Superman Project" aimed at equipping employees with the know-how to implement AI tools across all of the company's business segments, from IT development...

Friday 1 August 2025

Realtek's order visibility limited to one quarter, but PC and networking chip upgrades remain strong

Taiwan-based IC design giant Realtek held an earnings call and shared its outlook for the market. The company noted that in the short term, the market will continue to be influenced...

Friday 1 August 2025

Taiwan industries to sail into Trump's 20% tariffs storm with contingency plans deployed

Taiwanese exporters are responding with cautious pragmatism after the Trump administration announced a new 20% reciprocal tariff rate on Taiwan. The rate represents a reduction from...

39/1713 pages