Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 3 June 2025

Huawei defies US sanctions with record revenue and R&D transformation

Huawei posted its second-highest revenue on record as the Chinese telecommunications giant demonstrates resilience despite years of US trade restrictions that have reshaped its business...

Tuesday 3 June 2025

Taiwan's EZconn secures major US data center contract, eyes expansion in ASEAN

Taiwan-based optical communications manufacturer EZconn is poised to leverage the global rise in artificial intelligence and continued US infrastructure spending to drive growth across...

Tuesday 3 June 2025

South Korean exports to the US and China fall sharply, but semiconductor sales hit record high

South Korea's exports to the US and China tumbled by more than 8% in May, reflecting growing pressures from global trade tensions and...

Tuesday 3 June 2025

Zhen Ding sees tariff risk as minimal, but braces for forex losses

Zhen Ding Technology, the world's leading printed circuit board (PCB) manufacturer, held its 2025 annual shareholders' meeting on May...

Tuesday 3 June 2025

Modem independence proves elusive as Apple and Xiaomi grapple with custom designs

Apple's first real effort to cut ties with Qualcomm's modem dominance appears to have stumbled out of the gate. Qualcomm commissioned Cellular Insights to run real-world 5G tests...

Monday 2 June 2025

MetaAge unveils ambitious 2025 Strategy: Expanding MSP, AI integration, and cybersecurity services

MetaAge, a subsidiary of Qisda, has outlined its ambitious roadmap for 2025, with a core focus on expanding its Managed Service Provider (MSP) offerings, artificial intelligence (AI)...

Monday 2 June 2025

Apple's stable foundation and diversified supply reduce tariff impact, but industry experts remain cautious

The US Court of International Trade ruled on May 28, 2025, that US President Donald Trump's reciprocal tariffs are invalid. Yuan-Kai Chung, chairman and president of Audix, commented...

Monday 2 June 2025

SYNergy ScienTech takes new path with novel battery cells for AI server BBUs

The development of AI servers is creating fresh opportunities in component manufacturing. Small cell maker SYNergy ScienTech (Synergy) has adopted NXO anode materials to develop soft-pack...

Monday 2 June 2025

Mitac restructures around regional manufacturing clusters amid G2 tensions

In response to shifting geopolitical realities and escalating trade tensions, Mitac is overhauling its global production strategy, moving away from an end-to-end model toward a regional...

Monday 2 June 2025

Sercomm pushes globalization strategy; expanding in SEA, Latin America, the Middle East

Sercomm, a networking equipment manufacturer, released its 2024 business report and financial statements during a shareholders meeting held on May 29, 2025. Company Chairman James...

Saturday 31 May 2025

InWin expands production layout in US, Malaysia

Server chassis supplier InWin holds optimism for the second half of 2025 if no drastic changes occur in terms of the two most crucial factors of tariffs and exchange rates, says company...

Saturday 31 May 2025

AI servers lift ASRock to new highs, while strong NT$ erodes profit edge

ASRock Inc. posted NT$25.6 billion (US$855 million) in revenue for 2024, driven by robust shipments of Nvidia H100 and H200-based AI servers. In the first four months of 2025 alone,...

Friday 30 May 2025

Trump’s tariffs hold—for now, nations await Supreme Court decision

Taiwan pushes for special status as U.S. courts weigh fate of IEEPA-based duties

Friday 30 May 2025

MediaTek eyes $40B cloud ASIC bonanza as next growth engine

Taiwanese IC design leader MediaTek held its shareholders' meeting on May 29, 2025, where all proposals and votes proceeded smoothly. CEO Rick Tsai highlighted in the shareholder...

Friday 30 May 2025

ZT slips away, tariffs shift — Compal turns to Nvidia

Compal held its shareholders' meeting on May 29, 2025. Chairman Ray Chen and President Anthony Peter Bonadero spoke with the media after the meeting, sharing their views on the company's...

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