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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 17 July 2025
From oil to algorithms: Nvidia's rise marks shift in global power structure
A major power shift is underway in the global industrial landscape. Once dominated by financial and energy giants, especially in the early 2000s, the world's top companies by market...
Thursday 17 July 2025
Deloitte Forum: Taiwanese firms urged to realign supply chains amid US-Vietnam trade shifts and emerging multipolar world
At a forum hosted by Deloitte Taiwan on July 15, titled "Navigating the US-Vietnam Trade Shift: Strategies for Taiwanese Businesses," experts...
Thursday 17 July 2025
Taiwan pushes for sub-25% US tariff, citing strong strategic contributions
As the US recalibrates its tariff rates for global trade partners, Taiwan is striving to secure a rate below 25%, arguing that its economic and strategic contributions rival or even...
Thursday 17 July 2025
Wistron pours US$45 million into California plant expansion, eyes closer ties with Nvidia
Wistron is ramping up its artificial intelligence efforts in the US, announcing a US$45 million investment to expand production at its California facility. The company's board approved...
Thursday 17 July 2025
H20 back online in China — IC design houses, cloud AI chipmakers breathe sigh of relief
The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's...
Thursday 17 July 2025
Can GlobalFoundries' MIPS move chip away at Arm's edge AI dominance?
While Intel's new CEO Lip-Bu Tan is still pondering how to find a path forward for its foundry business, US-based semiconductor foundry giant GlobalFoundries (GF) recently announced...
Wednesday 16 July 2025
Semco targets automotive, industrial MLCCs amid AI surge
Generative artificial intelligence (AI) and autonomous driving technologies are fueling structural growth in multilayer ceramic capacitors, with AI servers and automotive electronics...
Wednesday 16 July 2025
Why Nvidia, Samsung, Qualcomm are all knocking on Xiaomi's door
The parade of power players to Lei Jun's door tells a story. Samsung Electronics Chairman Lee Jae-yong, Qualcomm CEO Cristiano Amon, and Nvidia CEO Jensen Huang have all made the...
Wednesday 16 July 2025
Samsung wins early US trade ruling against BOE in iPhone OLED dispute
The US International Trade Commission (ITC) has issued a preliminary ruling in favor of Samsung Display, backing the South Korean company's allegations that Chinese rival BOE Technology...
Wednesday 16 July 2025
Semco pushes thinner chip capacitors to chase AI server boom
Samsung Electro-Mechanics Co. (Semco) is ramping up development of advanced multilayer ceramic capacitors (MLCC) as demand surges from artificial intelligence (AI) servers and automotive...
Wednesday 16 July 2025
Goldkey gears up for August IPO as DDR4 demand takes off
A tight supply of DDR4 DRAM has triggered a buying spree. Goldkey Technology chairman Vicky Tseng said that since May and June 2025, DDR4 spot prices have skyrocketed more than 100%,...
Tuesday 15 July 2025
John Ternus emerges as Tim Cook's potential successor
John Ternus, once a relatively low-profile executive at Apple, is now considered by the rumor mill as the leading candidate to succeed CEO Tim Cook. His rise comes in the wake of...
Tuesday 15 July 2025
D-Link reports success in Middle East market; 5G CPE shipments to reach 150,000 units in 2025
As the global telecommunications market accelerates 5G network deployment, demand for 5G customer premises equipment (CPE) continues to rise. Taiwanese networking brand D-Link has...
Tuesday 15 July 2025
China's expanding robot industry presents opening for Taiwan
Robotics is consistently displaying its potential for success as the industry undergoes a structural transformation. The demand for robotics has grown due to labor shortages and rising...
Tuesday 15 July 2025
Gogolook partners with MetaAge to strengthen cybersecurity and anti-scam solutions for enterprises
Trust technology provider Gogolook has announced a strategic alliance with cloud service distributor MetaAge to expand its footprint in the high-value enterprise cybersecurity and...