Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 31 July 2025

Foxconn and Teco team up on AI infra, starting with Stargate

Foxconn and Teco Electric & Machinery unveiled a strategic alliance on July 30 via a share swap deal, marking a shift in focus toward...

Thursday 31 July 2025

Qualcomm eyes post-mobile era with Alphawave acquisition, PC and XR bets in Q3 update

Qualcomm is doubling down on its expansion into next-generation computing, with CEO Cristiano Amon during the latest earnings call on July 30 highlighting significant progress in...

Thursday 31 July 2025

Meta posts strong 2Q25 growth, but rising AI investments weigh on outlook

Meta delivered a solid second quarter with revenue and profit surging on strong advertising performance. However, rising AI infrastructure spending and a slower revenue growth outlook...

Thursday 31 July 2025

Microsoft tops 4QFY25 expectations with strong Azure growth and cloud momentum

Microsoft reported robust fiscal fourth-quarter results, driven by a surge in Azure sales and cloud momentum. Better-than-expected margins and disciplined capital investment supported...

Thursday 31 July 2025

Qualcomm posts solid Q3, but Apple warning clouds outlook

On July 30, Qualcomm reported a 10% year-on-year increase in revenue for its fiscal third quarter, driven by strong growth in IoT and automotive segments. However, its mixed outlook...

Thursday 31 July 2025

Foxconn–Teco alliance bets on reshoring the AI data center

Foxconn and Teco Electric and Machinery unveiled a strategic alliance on July 30 via a share swap, combining their expertise in electromechanical systems and ICT to pursue opportunities...

Thursday 31 July 2025

CHT completes Google certificate renewal, aims to restore trust list by 2Q26

Chunghwa Telecom (CHT) announced on July 29, 2025, that it had successfully completed the renewal and reissuance of Google certificates for government and commercial websites on July...

Thursday 31 July 2025

Microsoft cannot protect EU data from US government

Microsoft has admitted to a French Senate hearing that it cannot guarantee data sovereignty. Even if data is stored on servers in Europe, the US government can still access it under...

Thursday 31 July 2025

Tariff pressures, PLI scheme drive diverging export fortunes for Samsung and Apple

Samsung's smartphone exports from India dropped sharply in the second quarter of 2025, likely due to the end of its eligibility for the production-linked incentive (PLI) scheme. Meanwhile,...

Thursday 31 July 2025

AI and ASIC servers drive soaring demand for BBUs amid rising power consumption

The rapid increase in power consumption by AI servers is fueling a surge in demand for backup battery units (BBUs). Market expectations indicate that key Taiwanese players such as...

Wednesday 30 July 2025

Taiwan approves Wistron's major US investments, Inventec to expand AI server supply chain

Taiwan's Ministry of Economic Affairs (MOEA) Investment Review Committee approved eight major investment projects on July 29, 2025, including significant capital injections by prominent...

Wednesday 30 July 2025

UALink makes its case: open AI infrastructure takes the spotlight at OCP APAC

With the 2025 OCP APAC Summit set to kick off next week in Taipei, industry attention is turning toward the next wave of AI and high-performance computing (HPC) infrastructure.

Wednesday 30 July 2025

Huawei's big comeback claims China's top smartphone sales spot in 2Q25

The latest smartphone sales data has revealed that despite facing multiple sanctions, Huawei delivered an impressive performance in China during the second quarter of 2025, reclaiming...

Wednesday 30 July 2025

Apple's 2Q25 earnings appear optimistic, but industry remains cautious

Apple will announce its second-quarter financial results on July 31. The market currently holds a relatively optimistic view of its performance this year. Factors such as positive...

Wednesday 30 July 2025

Taiwan's Chief Telecom hits record 1H revenue, rolls out first plug-and-play AI liquid-cooled data center

Chief Telecom posted a record-high first-half 2025 revenue of NT$2.08 billion (approx. US$70 million), an 18.7% increase from...

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