Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 25 April 2025

Taiwan unveils major relief package through 2027 to ease US tariff impact and power cost pressures

In response to the potential economic fallout from US President Donald Trump's high-tariff policies, Taiwan has unveiled a NT$410 billion (approx. US$12.7 billion) special relief...

Friday 25 April 2025

Pegatron opens world's largest 5G smart factory in Indonesia

Pegatron unveiled its new manufacturing facility on Indonesia's Batam Island yesterday, featuring a dedicated 5G private network spanning the entire plant. The facility, developed...

Friday 25 April 2025

Navigating ambiguity: industry adopts wait-and-see approach on US policies

As the US continues to recalibrate its trade policy toward China, Taiwanese technology suppliers find themselves caught in a state of...

Friday 25 April 2025

Chinese tech giants embrace Anthropic's MCP to enhance AI integration

Leading Chinese tech companies are adopting the Model Context Protocol (MCP) developed by AI startup Anthropic, which simplifies AI agents' access to third-party online tools, data,...

Friday 25 April 2025

Alphabet commits to US$75 billion capex plan amid rivals cooldown in AI infrastructure investment

Alphabet Inc. reported stellar results driven by AI advancements. Facing competition from ChatGPT, the company maintains its US$75 billion AI infrastructure investment despite rumors...

Friday 25 April 2025

Delta Electronics sees India gains amid global tariff war, eyes local expansion

Delta Electronics expects to boost its India operations as global tariff regimes continue to shift supply chains, a senior executive told Digitimes Asia in an interview, adding that...

Friday 25 April 2025

CloudMile highlights mixed progress in Southeast Asia's AI development

CloudMile Group, a Taiwanese startup specializing in AI-driven cloud services, is extending its reach into Southeast Asia, eyeing rapid growth in AI adoption across the region. In...

Thursday 24 April 2025

Taiwan's KingRay unveils full-color night vision sensors for AI robots and unmanned systems

Taiwan-based KingRay Technology has developed a next-generation sensor featuring advanced color night vision capabilities, now fully packaged for deployment in surveillance systems...

Thursday 24 April 2025

China's AI ambitions strain as domestic chipmakers rush to sell compute power amid H20 ban

Following the Trump administration's export controls on Nvidia's H20 AI chip for China, there's speculation that Chinese AI chip manufacturers might fill the gap. Although China's...

Thursday 24 April 2025

Cloud market braces for key Amazon earnings update amid lease cuts, supply snags, and tariff tensions

Amazon and Microsoft have reportedly paused selected external data center lease agreements, impacting third-party colocation centers but not their self-built facilities. The move...

Thursday 24 April 2025

Electronics suppliers split on demand as US-China tensions escalate

As the US ramps up tariffs on Chinese imports, electronics component makers are responding differently depending on their market segments...

Thursday 24 April 2025

Samsung reportedly eyes India electronics production shift as US tariffs hit Vietnam

The US has imposed retaliatory tariffs on imports from China and Vietnam at rates of 125% and 46%, respectively. This has disrupted the supply chain strategies of major electronics...

Thursday 24 April 2025

Apple, Meta hit by US$798 million in EU tech fines after Trump threats

Apple Inc. and Meta Platforms Inc. were hit by relatively modest European...

Thursday 24 April 2025

Taiwan rides AI wave as US tech orders surge

Taiwan's export orders jumped in March 2025, fueled by rising global demand for AI and high-performance computing (HPC) chips, according to data from Taiwan's Ministry of Economic...

Wednesday 23 April 2025

OCP targets 1MW racks to cut data center energy losses to 7%

The Open Compute Project Foundation (OCP) is spearheading a radical redesign of data center power architecture to support AI's explosive growth, including the concept of "1 Megawatt...

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