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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 24 July 2025
Why it’s too early to write off Tim Cook
Apple is currently facing turbulent times, with mounting market criticism focusing on its lack of product innovation, lagging development in generative AI (GenAI), and executive personnel...
Wednesday 23 July 2025
Strong pre-orders for Galaxy Z7 series raise likelihood of Samsung trifold smartphones coming to Taiwan
Samsung has reported strong pre-orders in Taiwan for its latest Galaxy Z7 series, with the vendor assessing the feasibility of bringing its trifold devices to the Taiwanese market...
Wednesday 23 July 2025
This week on GeoWatch: Nvidia's H20, TSMC, and Pegatron Chair
Nvidia's H20 chip gets the green light for China after US policy shifts; TSMC breaks records and joins the trillion-dollar club; and Taiwan's tech community quietly backs a grassroots...
Wednesday 23 July 2025
3nm’s swan song: Android chipmakers race to outsmart Apple with AI
As the smartphone industry enters the second half of 2025, attention is turning toward the final chapter of 3nm system-on-chip (SoC) flagships. Apple, MediaTek, and Qualcomm are all...
Tuesday 22 July 2025
US copper tariffs send prices soaring, but AI server demand boosts Taiwan's CCL makers
As the US prepares to impose steep tariffs on imported copper, global copper prices have rebounded, raising concerns about rising costs across copper-intensive industries. Among the...
Tuesday 22 July 2025
Samsung powers the next Maybach experience with seamless tech integration
Samsung is strengthening its partnership with Mercedes-Benz on two strategic fronts—melding cutting-edge display technology with mobile-powered vehicle access—signaling...
Tuesday 22 July 2025
Samsung Display eyes additional opportunities after tri-fold phone announcement
In comments after the recent Samsung Unpacked event, Samsung Electronics' acting head of device experience (DX) Tae-moon Roh revealed the company's plans to release a trifold smartphone...
Tuesday 22 July 2025
Apple maintains momentum in India as smartphone market rebounds in 2Q25
Apple held its ground in India's recovering smartphone market in the second quarter of 2025, ranking sixth overall. The iPhone 16 series accounted for over half of its shipments,...
Tuesday 22 July 2025
Apple and Google set to benefit as US-Indonesia trade talks ease market barriers
Despite US tariffs on Indonesian goods, Indonesia is negotiating lower duties by offering significant benefits to US tech firms, especially Apple and Google.
Tuesday 22 July 2025
Jensen Huang's blueprint: CoWoS, CPO, GAA key to AI's next 20 years
During the 3rd China International Supply Chain Expo (CISCE), Nvidia founder and CEO Jensen Huang spoke with Jian Wang, director of the Zhejiang Lab and founder of Alibaba Cloud....
Monday 21 July 2025
CHT Security targets drone and autonomous vehicle cybersecurity
Traditional protection mechanisms are no longer sufficient to address the needs of cyber-physical systems (CPS) that are becoming ubiquitous, with Taiwan-based CHT Security eyeing...
Monday 21 July 2025
Nvidia and ASIC dual engines accelerate CSP data center deployments
The GB200 servers are expected to begin smooth shipments starting in the second quarter of 2025, coupled with strong shipments of ASIC servers, signaling that US-based cloud service...
Monday 21 July 2025
Foxconn subsidiary invests US$60 million in AI-centric Oceanus Growth Fund
Foxconn's subsidiary, Hon Chi International Investments, has announced a significant investment of US$60 million in the Oceanus Growth Fund, L.P., a private equity fund.
Monday 21 July 2025
Samsung remains optimistic despite shipment plateau
New smartphone releases from Samsung, Realme, Vivo, Oppo, and Apple have reflected major improvements in the industry. The sales in the third and fourth quarters of 2025 are expected...
Monday 21 July 2025
Taiwan AI server makers boost North America investment ninefold on tariff fears
Although the US has yet to finalize its reciprocal tariffs on Taiwan, Taiwanese AI server manufacturers have already taken aggressive preemptive measures. In the first half of 2025,...