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    Global supply chain: Mobile, telecom, computing
    Mobile, telecom, computing trends
    IN THE NEWS
    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...
    Friday 11 July 2025
    Digital transformation and 5G services drive sales and profits for Taiwan telecom firms in June
    The three major telecom firms in Taiwan have all delivered impressive sales for June 2025, thanks to momentum from 5G services, enterprise customers accelerating digital transformation,...
    Friday 11 July 2025
    Apple's foldable smartphone expected in 2026 as China's hinge and display suppliers gear up
    Global foldable smartphone shipments rose only 9% year-over-year in the first quarter of 2025, a steep decline from the triple-digit growth seen in earlier years, according to Counterpoint...
    Friday 11 July 2025
    Qualcomm losing presence in Chinese flagship phones with MediaTek catching up

    In a surprising change within the smartphone industry, MediaTek, long seen as the second largest chipmaker in the high-end sector, is...

    Thursday 10 July 2025
    Samsung's foldable focus on high-end smartphones sparks chipmaker optimism
    Samsung Electronics has introduced its latest flagship foldable smartphones, adding fresh momentum to what is shaping up to be a pivotal year for the foldable device market. While...
    Thursday 10 July 2025
    Stay or relocate: Taiwan makers weigh exodus amid weak government support
    The free trade agreement (FTA) between the US and South Korea has now become irrelevant under Donald Trump's administration. Taiwan's tech products also face the possibility of losing...
    Thursday 10 July 2025
    Taiwan suppliers eye foldable smartphone growth, face barriers in South Korea
    Taiwanese component suppliers are ramping up efforts to enter the growing foldable smartphone market, but penetrating South Korea's highly integrated supply chain remains a major...
    Thursday 10 July 2025
    Vivo debuts flagship X Fold 5 in Taiwan, targeting high-loyalty users for 'large folds'
    On July 9, Vivo officially launched its first foldable smartphone, the X Fold 5, in Taiwan, marking a strategic move to tap into the premium device market, strengthen brand value,...
    Thursday 10 July 2025
    Samsung looking to launch triple-fold smartphone in 2025
    Samsung Electronics plans to launch a triple-fold smartphone by 2025, and for its goal in 2025, the Korean brand aims to equip its existing 400 million Galaxy devices with artificial...
    Thursday 10 July 2025
    Samsung's new foldables target mainstream adoption
    Samsung Electronics has officially launched its new Galaxy Z series smartphones. On the surface, it appears to be just another routine product launch. However, this marks a new era...
    Thursday 10 July 2025
    Foldable smartphone market awaits Apple's entry as growth stalls
    Samsung Electronics and Vivo's recent foldable smartphone launches have rekindled interest in a segment that had lost momentum. Yet supply chain executives view these 2025 releases...
    Thursday 10 July 2025
    US tariff plans threaten Taiwan's key tech exports amid shifting trade dynamics
    The US's latest tariff actions have sparked concern in Taiwan, raising fears that its export-driven tech sector could soon face steep import duties. Although Taiwan was not named...
    Thursday 10 July 2025
    Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

    Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia's GeForce RTX...

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