CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 17 April 2025
Nvidia H20 export restrictions: local AI chips in China see opening
Following Nvidia's announcement of its latest production plans in the US, the company has received notification from the US Department of Commerce (DOC) that its downgraded H20 products...
Thursday 17 April 2025
Beijing launches 3-year 5G smart city application plan
Recently, Beijing announced a three-year action plan aimed at achieving large-scale 5G applications and industry integration by the end of 2027. The goals include reaching a 100%...
Thursday 17 April 2025
Collateral damage in chip war: Intel and TI suffer, AMD rises
The US Department of Commerce has confirmed that lower-spec AI chips—such as Nvidia's H20 and AMD's MI308—now require export licenses for shipment to China. The move signals...
Thursday 17 April 2025
E Ink and Readmoo debut world's first foldable color e-reader at Touch Taiwan 2025
E Ink Holdings and Readmoo have jointly unveiled the world's first foldable color e-reader, the mooInk V, at the Touch Taiwan 2025 exhibition. Featuring an 8-inch Gallery 3 color...
Thursday 17 April 2025
Taiwan's AI server supply chain strains under pressure as TSMC expands US commitments
Taiwan's tech giants are grappling with rising costs and logistical hurdles as they follow TSMC into the US, responding to pressure from Washington to localize advanced semiconductor...
Thursday 17 April 2025
Tariff exemptions spur urgent orders, but capacity and cost pressures cloud US smartphone outlook
The US's recent decision to exempt 20 categories of goods—including notebooks, smartphones, tablets, and processors—from tariffs has sparked a wave of urgent procurement...
Wednesday 16 April 2025
Commentary: No Computex, but Taiwan remains key to AMD's US plans
AMD CEO Lisa Su arrived in Taiwan on April 13, 2025, becoming the first global semiconductor executive to visit the island after the US government threatened to impose a wave of reciprocal...
Wednesday 16 April 2025
Tariff uncertainty clouds outlook for seasonal tech demand and possible oversupply
Following the US government's imposition of broad reciprocal tariffs—targeting not only China but also nations like Vietnam and Thailand—many customers initially paused...
Wednesday 16 April 2025
Humanoid hype under scrutiny over practicality and data privacy concerns at InnoEX 2025
Despite growing interest in humanoid robots, industry experts are raising critical questions about their practical utility, privacy risks, and ethical implications. At the core of...
Wednesday 16 April 2025
Hybrid and near-edge computing is gaining traction in robotics development
Computing architecture design has become a focus with the rapid development of artificial intelligence (AI) and robotics technology. Industry observers point out that a hybrid model...
Wednesday 16 April 2025
Huawei debuts 'nuclear-grade' AI supernode, but power-hungry design puts cooling to test

Huawei has launched its CloudMatrix 384 supernode, a significant advancement in AI infrastructure, now undergoing large-scale deployment...

Wednesday 16 April 2025
Nvidia's China strategy set back by new US ban on H20 chip
Nvidia Corp. disclosed that the U.S. government has imposed new export restrictions on its H20 AI chip bound for China, a setback for a product line specifically developed to comply...
Tuesday 15 April 2025
Tariff U-turns reshape Samsung-Apple rivalry
US President Donald Trump's rapidly changing tariff policies—particularly his proposed reciprocal tariffs—have disrupted global electronics supply chains that took decades...
Tuesday 15 April 2025
Taiwan eyes 20% export hit as tariff talks with US enter stormy waters
The Trump Administration's April 3 tariff proposal jolted Taiwan's export sector, only to be paused by a last-minute 90-day delay before its April 9 rollout. The abrupt shift left...
Tuesday 15 April 2025
South Korean telcos race to adopt Nvidia's Blackwell GPUs in AI infrastructure push
South Korea's top telecom carriers, KT Corp. and SK Telecom (SKT), are accelerating their AI infrastructure investments by adopting Nvidia's latest Blackwell GPUs across their GPU-as-a-Service...