Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 5 August 2025

Taiwan pushes for trade market diversification, yet export structure remains vulnerable

The US-China trade war, launched during US President Donald Trump's first term, continues to disrupt global supply chains and reshape Taiwan's export landscape. Concerns about overdependence...

Tuesday 5 August 2025

Cultivating OCP, embracing open source

As cloud computing and data center industries accelerate the adoption of open architecture and open firmware, the traditional firmware ecosystem is undergoing deep restructuring.

Tuesday 5 August 2025

Taiwan Mobile vows to be at forefront of upcoming AI glasses battle

Meta Platforms Inc. recently released its financial report for the second quarter of 2025, highlighting the impressive sales performance of its AI glasses, while Meta's partner, eyewear...

Tuesday 5 August 2025

Nvidia launches 800V HVDC architecture with 18 key industry partners

Nvidia recently unveiled plans for its 800V high-voltage direct current (HVDC) data center power infrastructure, sparking market interest following the release of a partial list of...

Tuesday 5 August 2025

Foxconn skips server wars, targets AI data centers with Teco

As product iteration cycles come increasingly under client control and the manufacturing technology gap narrows, competition among electronics manufacturers, including Foxconn, has...

Tuesday 5 August 2025

Nvidia partner Hon Hai to expand AI server assembly in the US

Hon Hai Precision Industry Co. has agreed to sell an EV plant in Ohio for US$375 million, under an arrangement in which the Taiwanese company aims to shift toward assembling AI servers...

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 of...

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...

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