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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 26 June 2025
AWS customer distribution analysis: Asia-Pacific ranks third with untapped potential
Amazon Web Services (AWS) currently serves approximately 4.2 million customers worldwide, with startups making up 70% of this base, according to recent industry research. The US remains...
Thursday 26 June 2025
Macroeconomic turbulence clouds 3Q25 outlook; global annual auto sales hold steady
Global economic instability—fueled by US tariffs and escalating geopolitical tensions, particularly the Israel-Iran conflict—is clouding expectations for a supply chain...
Thursday 26 June 2025
Taiwan opens satellite phone frequency applications while restricting Chinese smartphone access
Taiwan announced new satellite mobile communication frequency applications but imposed localization requirements that effectively bar Chinese smartphones from using direct-to-satellite...
Thursday 26 June 2025
Jensen Huang eyes physical AI as US manufacturing begins
At Nvidia's 2025 annual shareholder meeting, CEO Jensen Huang presented the company's strategic outlook for the coming decade, emphasizing the critical role of AI infrastructure,...
Thursday 26 June 2025
Taiwan telcos slow to embrace satellite phones despite approval
Taiwan's telecommunications operators remain cautious about satellite phone services even after regulators cleared the way for applications, highlighting challenges in a market seeking...
Thursday 26 June 2025
GB300 shipments boost exports; private investment in 2025 expected to reach NT$5.7 trillion
Chin-Ching Liu, chairman of the National Development Council (NDC), stated during a briefing at Taiwan's Economic Committee on June 25 that manufacturers' annual shipments are usually...
Thursday 26 June 2025
Google DeepMind launches offline-capable robotics AI model
Google DeepMind has unveiled Gemini Robotics On-Device, the first cloud-independent robotics model capable of performing complex tasks without internet connectivity. This AI model...
Thursday 26 June 2025
Micron projects record revenue, but analysts split on outlook
Micron reported a 36.6% year-over-year revenue jump to US$9.3 billion in the third quarter of fiscal 2025, fueled by strong DRAM demand and AI momentum. While some analysts view the...
Wednesday 25 June 2025
Smartphone brands prepare Q3 launches after tepid 618 shopping festival performance
China's 618 Shopping Festival ended with smartphone sales showing continued growth, though at a more modest pace than previous years, as consumer demand weakened due to tariffs, inflation,...
Wednesday 25 June 2025
Taiwan Mobile bets big on AI and Web3 with 'Telco+Tech' strategy; reports robust Q1 results
As AI and Web3 technologies rapidly reshape industries, telecom companies are shifting away from traditional connectivity services toward more expansive, technology-driven solutions...
Wednesday 25 June 2025
GrandTech Cloud Services eyes overseas opportunities in OTC stock listing
GrandTech Cloud Services, a subsidiary of IT product supplier GrandTech CG Systems, will transition from the emerging stock market to the over-the-counter (OTC) stock market in mid-July...
Wednesday 25 June 2025
Adlink's three strategic pillars and four growth verticals for AI future
Adlink chairman Jim Liu expressed confidence in the company's future, highlighting that the number of design wins for 2024 has reached the highest level in 30 years. Despite tariff...
Wednesday 25 June 2025
Taiwan's industrial production surges amid global trade uncertainties sparked by US tariffs
Taiwan's manufacturing sector experienced significant growth in May and the early part of 2025 despite uncertainties caused by US President Donald Trump's tariff policies. Increased...
Wednesday 25 June 2025
Ukraine delegation visits Taiwan to strengthen cooperation on drones, energy, and healthcare
Following its appearance at the Smart City Summit in March 2025, a Ukrainian business delegation has returned to Taiwan to deepen cooperation across four key sectors as part of Ukraine's...
Wednesday 25 June 2025
Apple's foldable iPhone nears production; Novatek seeks role in OLED chip supply
Apple is reportedly preparing to initiate development of its first foldable smartphone in the second half of 2025, with contract manufacturing partner Hon Hai Precision Industry Co...