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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 20 May 2025
Tata Electronics reportedly moves beyond iPhone enclosure manufacturing into handset assembly
Tata Electronics is reportedly expanding its Apple business from iPhone enclosure manufacturing to mobile phone assembly at its new Hosur facility as Apple faces pressure to reduce...
Tuesday 20 May 2025
Sanmina strengthens AI infrastructure position with ZT Systems deal

Sanmina Corporation, a leading provider of integrated manufacturing solutions, said on May 19 that it has reached a definitive agreement...

Tuesday 20 May 2025
Computex 2025: Supermicro pushes AI growth and efficiency amid ongoing Nvidia chip shortage
During his keynote speech at Computex 2025, Supermicro president and CEO Charles Liang once again pressed Nvidia CEO Jensen Huang for faster product deliveries. Huang joked that every...
Tuesday 20 May 2025
Nvidia's GB300 gains strong demand with 10,000 units planned for Taiwan AI factory
Nvidia CEO Jensen Huang announced an expanded collaboration with Foxconn and the Taiwan government to develop an AI factory, a project that will utilize 10,000 Nvidia GB300 GPUs.
Tuesday 20 May 2025
Xiaomi pledges CNY50 billion investment in chip design over next decade
Xiaomi founder and CEO Jun Lei announced on May 19 via Weibo that the company will unveil its first 3nm mobile system-on-chip (SoC), the "Xring O1," on May 22. He also revealed that...
Tuesday 20 May 2025
Computex 2025: ASIC surge prompts Nvidia's Jensen Huang to unveil NVLink Fusion strategy
Nvidia CEO Jensen Huang revealed the company's AI development roadmap during his keynote at Computex, spotlighting the upcoming GB300 chip set for release in the third quarter of...
Tuesday 20 May 2025
Apple reportedly eyes major iPhone overhaul by 2027 as pressure of innovation grows
As Apple marks the 20th anniversary of the iPhone in 2025, the tech giant is preparing for sweeping technological upgrades to its flagship product—some of which may not fully...
Tuesday 20 May 2025
Tariffs cloud notebook outlook, but mobile chip demand stays hot
Following the significant impact of reciprocal tariffs imposed by the US, the chip inventory status for two major consumer electronics products—notebooks (NBs) and mobile phones—has...
Tuesday 20 May 2025
Computex 2025: Pegatron flexes liquid-cooled GPU racks built for AI data center era
Pegatron Corp. is making its biggest appearance to date at Computex 2025, unveiling a standalone booth to showcase its latest rack-mounted solutions designed for increasingly complex...
Tuesday 20 May 2025
Huawei widens lead in global telecom race, Western RAN giants retreat under pressure
As global telecom players across Europe, the US, Japan, and South Korea face mass layoffs and resource constraints, market contraction is accelerating. Meanwhile, Huawei is bucking...
Monday 19 May 2025
Ennoconn sees high order visibility, continued growth in 1H25
Industrial PC (IPC) maker Ennoconn stated during a recent earnings call that it will implement risk controls even though tariffs and the sudden appreciation of the New Taiwan dollar...
Monday 19 May 2025
Qualcomm signs AI pact with Saudi Arabia's Humain, eyes return to data center CPU race
Qualcomm has signed a memorandum of understanding (MoU) with Riyadh-based AI firm Humain to co-develop next-generation technologies for AI data centers. The deal was unveiled during...
Monday 19 May 2025
Taiwan Mobile to launch crypto platform, telco rivalry in Web3 fintech heats up
Telecom operators in Taiwan are expanding their presence in the Web3 financial tech sector, with one of them set to launch a virtual asset exchange platform next week.
Monday 19 May 2025
Computex 2025: Qualcomm and MediaTek set to emerge
Computex 2025 is set to open on May 20 in Taipei, with Qualcomm and MediaTek—two longtime rivals in the mobile chip sector—unexpectedly emerging as keynote headliners...
Monday 19 May 2025
AI-driven server demand boom spurs explosive growth for Taiwan CCL suppliers
Despite recent uncertainties surrounding new tariff policies under US President Donald Trump, major US and Chinese cloud service providers have reaffirmed that their capex plans for...