Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 23 April 2025

Ericsson partners with VVDN to fully localize antenna production in India

Ericsson Antenna System (EAS) is expanding its manufacturing operations in India, aiming to localize 100% of its passive antenna production for the Indian market by June 2025. The...

Wednesday 23 April 2025

MediaTek could emerge as surprise winner in US-China tech tensions

US-China competition remains fierce despite tariff stalemate, with technology decoupling accelerating behind the scenes. Taiwan's MediaTek may find unexpected opportunities amid this...

Wednesday 23 April 2025

Alphabet reportedly redirects Pixel production from Vietnam to India amid renewed tariff disruptions

As the US imposes a 46% tariff on Vietnam and a 26% tariff on India, Alphabet executives are reportedly urging Pixel smartphone manufacturers to boost production in India. This shift...

Wednesday 23 April 2025

Trump tariffs shake markets but rugged computer sector shows resilience

The Trump administration's implementation of reciprocal tariffs has sent ripples through global markets, with effects lingering despite a 90-day grace period. Markets remain concerned...

Wednesday 23 April 2025

AWS reportedly follows Microsoft in slowing data center expansion amid economic uncertainty

Due to rising economic uncertainties, Amazon Web Services (AWS) has reportedly paused some data center leasing negotiations, indicating a cooling demand for artificial intelligence...

Tuesday 22 April 2025

FET launches enterprise AI consulting platform, partners with TIPC to drive smart port operations

Artificial intelligence (AI) is reshaping the role of telecom operators, expanding their reach beyond traditional network infrastructure to enterprise solutions. Far EasTone Telecommunications...

Tuesday 22 April 2025

H20 export ban boosts Malaysia's Nationgate contract manufacturing

Malaysia-based EMS provider Nationgate has stated that the US's latest export ban on Nvidia's H20 to China has not impacted its business operations. According to The Edge Malaysia,...

Tuesday 22 April 2025

Alphabet's 1Q on deck: Gauging Wall Street's pulse on AI, infra spend, and legal risk

Major US tech firms are preparing to unveil their latest quarterly earnings, with Alphabet—Google's parent company—kicking things off on April 24, followed by Microsoft,...

Tuesday 22 April 2025

Indian smartphone market sees rare slump as shipments drop 8%

India's smartphone market experienced a rare decline due to soft demand and high inventory levels. Only modest shipment growth is expected for 2025 due to the indirect impacts of...

Tuesday 22 April 2025

Google paid Samsung 'enormous sums' for Gemini AI app installs

Alphabet pays Samsung Electronics an "enormous sum of money" every month to preinstall Google generative AI app, Gemini, on its phones and devices, according to court testimony, even...

Monday 21 April 2025

India roundup: Foxconn reportedly eyes first northern Indian plant as tariff shifts impact iPhone costs

Foxconn may build its first northern India plant in Greater Noida as tariff shifts make India-made iPhones cheaper than China-made ones in the US market.

Saturday 19 April 2025

Inside the tariff freeze: Bessent's quiet power play in the White House

Is there a rift within Trump's camp over tariffs? Al Jazeera raised that very question as tensions flared between key figures in early April...

Friday 18 April 2025
Server and networking sectors drive chip order spike ahead of 90-day tariff window
Since the US government opened a 90-day window for reciprocal tariff exemption negotiations, the market widely expects a strong wave...

Friday 18 April 2025
Jensen Huang, in suit and tie, calls China a 'very important market' during Beijing visit
Nvidia CEO Jensen Huang visited Beijing on April 17, meeting with senior Chinese officials and clients as the company continues to navigate...

Friday 18 April 2025
Nvidia H20 China export ban creates uncertainty in server market
The US has imposed new restrictions on the export of Nvidia's H20 chip shipments to China.

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