Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 11 July 2025

Qualcomm losing presence in Chinese flagship phones with MediaTek catching up

In a surprising change within the smartphone industry, MediaTek, long seen as the second largest chipmaker in the high-end sector, is...

Thursday 10 July 2025

Samsung's foldable focus on high-end smartphones sparks chipmaker optimism

Samsung Electronics has introduced its latest flagship foldable smartphones, adding fresh momentum to what is shaping up to be a pivotal year for the foldable device market. While...

Thursday 10 July 2025

Stay or relocate: Taiwan makers weigh exodus amid weak government support

The free trade agreement (FTA) between the US and South Korea has now become irrelevant under Donald Trump's administration. Taiwan's tech products also face the possibility of losing...

Thursday 10 July 2025

Taiwan suppliers eye foldable smartphone growth, face barriers in South Korea

Taiwanese component suppliers are ramping up efforts to enter the growing foldable smartphone market, but penetrating South Korea's highly integrated supply chain remains a major...

Thursday 10 July 2025

Vivo debuts flagship X Fold 5 in Taiwan, targeting high-loyalty users for 'large folds'

On July 9, Vivo officially launched its first foldable smartphone, the X Fold 5, in Taiwan, marking a strategic move to tap into the premium device market, strengthen brand value,...

Thursday 10 July 2025

Samsung looking to launch triple-fold smartphone in 2025

Samsung Electronics plans to launch a triple-fold smartphone by 2025, and for its goal in 2025, the Korean brand aims to equip its existing 400 million Galaxy devices with artificial...

Thursday 10 July 2025

Samsung's new foldables target mainstream adoption

Samsung Electronics has officially launched its new Galaxy Z series smartphones. On the surface, it appears to be just another routine product launch. However, this marks a new era...

Thursday 10 July 2025

Foldable smartphone market awaits Apple's entry as growth stalls

Samsung Electronics and Vivo's recent foldable smartphone launches have rekindled interest in a segment that had lost momentum. Yet supply chain executives view these 2025 releases...

Thursday 10 July 2025

US tariff plans threaten Taiwan's key tech exports amid shifting trade dynamics

The US's latest tariff actions have sparked concern in Taiwan, raising fears that its export-driven tech sector could soon face steep import duties. Although Taiwan was not named...

Thursday 10 July 2025

Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia's GeForce RTX...

Wednesday 9 July 2025

Sysgration sees 12% YoY surge in June revenue from new product lines

Sysgration posted NT$282 million (approx. US$9.7 million) in consolidated revenue for June 2025, marking year-over-year and month-over-month improvements of 12.83% and 5.65% respectively,...

Wednesday 9 July 2025

IBM taps Samsung's 5nm process for Spyre AI chip in new Power11 servers

IBM has introduced its latest Power11 enterprise servers in Germany, featuring the Spyre accelerator chip designed for AI inference. The chip is manufactured using Samsung Electronics'...

Wednesday 9 July 2025

Kinko Optical avoids price war, achieves 25% revenue surge in 1H25 with premium lens strategy

Taiwan-based Kinko Optical has strategically avoided low-price competition by expanding its mid- to high-end lens and next-generation product offerings, resulting in nearly 25% revenue...

Wednesday 9 July 2025

Server component makers optimistic for 2H25 with rising GB200 shipments

With volume production of server chassis for Nvidia's GB200 turning stable, the operation of suppliers for related components such as cooling modules, sliding rails, and battery backup...

Wednesday 9 July 2025

IBM sees potential in Taiwan & Japan as quantum strategies advance

Hans Dekkers, General Manager of IBM Asia Pacific, recently returned to Taiwan for his fifth visit in less than a year since taking office. He believes Taiwan and Japan will play...

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