CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 27 March 2025
Trade partners on edge as Trump's 'reciprocal tariffs' fast approach
With just a week until the April 2 deadline for the implementation of what US President Donald Trump calls "reciprocal tariffs," global markets are on edge. Will Trump soften his...
Thursday 27 March 2025
Interview with Julian Gorman from GSMA: China leads in 5G technology, redefines factory efficiency standards
China is leading the charge in 5G technology, transforming factory efficiency standards. Countries like Indonesia must accelerate their innovative and digital transformation efforts...
Thursday 27 March 2025
Apple seeks Vietnam support in talent pool and operations expansion
A US-ASEAN Business Council delegation, including Apple, Abbott, and Boeing, recently visited Vietnam to strengthen cooperation and explore new business opportunities. During the...
Wednesday 26 March 2025
Samsung smartphones gain share at expense of iPhone in Taiwan in February
Samsung Electronics made the biggest gain in share in Taiwan's handset market in February, although Apple remained the top vendor.
Wednesday 26 March 2025
AI Expo 2025: Taiwan-US experts analyze key developments in AI
The fourth AI Expo, organized by DIGITIMES, has officially kicked off. Taiwan's Vice President Bi-Khim Hsiao attended the event, while Minister of Economic Affairs J.W. Kuo delivered...
Wednesday 26 March 2025
Chinese suppliers develop server component capabilities, says DIGITIMES Research
As US-China trade tensions rise, the global server EMS supply chain is transforming, with Chinese manufacturers rapidly gaining prominence and challenging established players. A recent...
Wednesday 26 March 2025
Samsung Electronics faces leadership crisis after sudden passing of co-CEO Han Jong-hee
The sudden passing of Samsung Electronics co-CEO Han Jong-hee has sent shockwaves through the company and the broader market, throwing the conglomerate into a potential crisis. Han,...
Wednesday 26 March 2025
IC distributors upbeat about 2025 prospects given end of inventory adjustments for industrial and automotive chips
IC distributors have expressed optimism regarding the semiconductor market outlook for 2025, generally believing that overall circumstances will exceed those of 2024. They anticipate...
Wednesday 26 March 2025
IPC firms optimistic about 2Q25 edge device opportunities
As inventory clearance gradually comes to an end, coupled with the rise of edge markets associated with artificial intelligence (AI) applications, industrial PC (IPC) vendors generally...
Wednesday 26 March 2025
ODMs see sluggish CE demand but robust AI server demand
The four leading notebook original design manufacturers (ODMs) share a consistent outlook for the second quarter of 2025, noting that shipments of consumer electronics are sluggish...
Wednesday 26 March 2025
India reportedly demands Samsung pay US$601 million in back taxes and penalties for tariff evasion
Reuters, citing a government order, reported that India required Samsung and seven of its executives to pay US$601 million in back taxes and penalties for allegedly evading...
Wednesday 26 March 2025
Apple eyes 2nm chip leap by 2026 as TSMC production advances
Apple may adopt TSMC's 2-nanometer process technology for its mobile chips in 2026, moving beyond the current 3-nanometer technology, according to industry sources. The transition...
Tuesday 25 March 2025
DIGITIMES exclusive: Asus recovers US$161.9M in bad debt from Indian client, continues to push AI server business
Asus recently announced the recognition of a NT$5.35 billion (approx. US$161.9 million) bad debt for the fourth quarter of 2024, stemming from delayed payments by an Indian client...
Tuesday 25 March 2025
TSMC's 2nm yield rate varies by product type; Apple and Nvidia to face different thresholds
While recent reports suggest TSMC's 2nm trial production is progressing steadily, DIGITIMES Research analyst Luke Lin cautions that actual yield rates will vary depending on the chip...
Tuesday 25 March 2025
CoreWeave's IPO is litmus test for AI data center demand
AI infrastructure startup CoreWeave is seeking a valuation of up to US$32 billion in its upcoming IPO on the NASDAQ, with plans to raise as much as US$2.7 billion. The listing marks...