Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 19 May 2025

How ASE is reinventing chip testing in Singapore—and betting big on silicon photonics

Singapore and Malaysia's collaborative "Johor-Singapore Special Economic Zone" has emerged as a magnet for investment, positioning the region as a pivotal node in Southeast Asia's...

Monday 19 May 2025

Matrix Precision opens new Hsinchu plant with US$100 million revenue target, lands major Japanese order

On May 13, Matrix Precision, a subsidiary of Hiwin Technologies, inaugurated its new manufacturing facility in Fengshan, Hsinchu, aiming to generate US$100 million in annual revenue...

Monday 19 May 2025

Ilitek begins integration of MediaTek's TCON unit, eyes expansion in notebook and industrial markets

Display driver IC design company Ilitek has officially launched the integration of MediaTek's TCON business, a strategic acquisition...

Sunday 18 May 2025

Western Digital, Foxconn launch high-density TOR switch with embedded NVMe storage

Western Digital and Ingrasys Technology, a Foxconn subsidiary, unveiled a strategic partnership on May 15 to debut a next-generation top-of-rack (TOR) switch featuring embedded storage...

Sunday 18 May 2025

Jensen Huang brings in Compal, as Foxconn chair sits out

Jensen Huang, CEO of Nvidia, continued his closely watched Taiwan visit with a high-profile gathering of semiconductor and electronics...

Saturday 17 May 2025

Nvidia CEO turns spotlight back to Taiwan

Nvidia CEO Jensen Huang arrived in Taiwan on May 16, marking the start of a tightly scheduled visit that blends symbolic gestures with...

Friday 16 May 2025

Exclusive: Zyxel confident in capturing market share gap amid TP-Link order shifts

Recently, Chinese router manufacturer TP-Link has reportedly come under criminal and civil investigation by the US Department of Justice, focusing on its pricing strategies and national...

Friday 16 May 2025

Xiaomi to launch first self-developed smartphone SoC in late May

On May 15, Xiaomi founder Lei Jun announced via social media that the company will officially launch its first self-developed smartphone system-on-chip (SoC), the Xring O1, by the...

Friday 16 May 2025

Auras Technology forecasts liquid cooling to contribute to over 40% of revenue by 2025

Auras Technology chairman Yu-shen Lin highlighted the rising use of liquid cooling for AI servers, expecting these products to make up more than 40% of revenue in 2025, up from 12%...

Friday 16 May 2025

Wistron sees strong AI server demand; tariff risks cloud notebook outlook

Wistron president and CEO Jeff Lin addressed rising tariff concerns and shifting production strategies at the company's annual shareholders' meeting on May 16, 2025, highlighting...

Friday 16 May 2025

MediaTek president predicts AI smartphones will account for 50% of market by 2028, with agentic AI flourishing

At this week's TSMC Technology Symposium, MediaTek president and chief operating officer Joe Chen was invited to deliver a keynote speech. Chen stated that although the industry currently...

Friday 16 May 2025

Automation ain't a fix-all: Xiaomi's smart factory reveals harsh reality for US iPhone production

As reports circulate that Apple may shift more iPhone manufacturing to India to meet US market demand, US President Donald Trump has publicly voiced dissatisfaction, urging Apple...

Friday 16 May 2025

Trump's Middle East visit brings relief to Nvidia and AI supply chain

Industry insiders revealed that just as the market believed the rapid growth of AI was slowing down and Nvidia's performance would no longer be spectacular, US President Donald Trump...

Friday 16 May 2025

Foldable iPhone components reportedly sent for testing; could reshape market dynamics in 2026

According to data from Counterpoint, global foldable phone shipments grew by just 2.9% year-over-year in 2024, with warnings that the market may see negative growth for the first...

Thursday 15 May 2025

Foxconn expects AI servers to drive over half of 2025 server revenue amid surging demand and Middle East opportunities

AI servers are emerging as a dominant revenue driver for leading ODM vendors in 2025, with Foxconn at the forefront of this trend. Despite lingering concerns about potential supply...

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