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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Monday 28 July 2025
AI smartphone boom drives shift to experience-led mobile retail
The surge in AI smartphone demand is ushering in the era of the experience economy, prompting mobile brands to reshape their retail strategies. Leading players such as Samsung, Vivo,...
Monday 28 July 2025
AI server demand surge to drive Taiwan's 2H25 export growth
The Russia-Ukraine war continues to exert pressure on the European economy. At the same time, Donald Trump's proposed tariffs are also placing pressure on import and export trade...
Monday 28 July 2025
Chinese EMS providers pivot to smart glasses and robots as AI server boom bypasses them
While Taiwanese EMS firms aggressively capitalize on booming AI server demand, their Chinese counterparts are exploring alternative growth engines amid continued weakness in the consumer...
Saturday 26 July 2025
Southern Taiwan Science Park partners with startups to showcase AI biotech cluster
The 2025 BIO Asia-Taiwan Exhibition has begun, with the Southern Taiwan Science Park Administration (STSPA) collaborating with 12 emerging biotech companies from the park to exhibit...
Saturday 26 July 2025
Samsung reportedly eyes carbon fiber for next-gen foldables as titanium tariff risks mount
Samsung Electronics is reportedly evaluating titanium and carbon fiber-reinforced plastic (CFRP) as potential materials for the backplate of its 2026 flagship foldable, the Galaxy...
Friday 25 July 2025
Ezconn hits 12-year revenue high despite FX losses
Global AI momentum and continued US infrastructure development have paved the path for optical communications company EZconn, which has received strong order demand from US clients...
Friday 25 July 2025
Google quietly develops smart glasses while promoting Gemini AI
Google is discreetly restarting its smart glasses project. Alphabet and Google CEO Sundar Pichai has given minimal details, but assures that the progress is exciting.
Friday 25 July 2025
Acer expands lineup of listed subsidiaries as Shine Passion clears TPEx IPO
Acer Group has further expanded its portfolio of publicly listed subsidiaries, as Shine Passion Engineering, reinvested in by its smart service arm Acer Synergy Tech, received regulatory...
Friday 25 July 2025
Flex lifts full-year forecast on record 1Q25 profit, AI data center demand
Flex raised its full-year forecast after posting record first-quarter earnings, fueled by soaring demand for data center infrastructure amid accelerating adoption of artificial intelligence...
Friday 25 July 2025
Foxconn advances next-generation AI server development as cloud spending sustains demand
Foxconn is developing Nvidia's next-generation Vera Rubin server architecture and securing custom chip orders from cloud providers, reinforcing its market-leading position as artificial...
Thursday 24 July 2025
Ablecom accelerates global expansion with Netherlands factory, Malaysia boost
Ablecom Technology, a supplier of high-end server chassis and thermal solutions, has announced plans to build a factory in the Netherlands while simultaneously launching phases two...
Thursday 24 July 2025
Malaysia unveils green data center rules to court foreign investors
Malaysia plans to launch a sustainable data center framework in October 2025. As the data center industry experiences rapid growth, the government faces challenges related to energy...
Thursday 24 July 2025
Trump's aggressive trade tactics yield mixed global economic signals
President Donald Trump's aggressive trade strategy, executed alongside Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick, continues to reshape international economic...
Thursday 24 July 2025
Sony reportedly plans to sell Israeli semiconductor subsidiary, reassessing IoT chip manufacturing
Sony is actively seeking to sell its subsidiary Sony Semiconductor Israel, which specializes in mobile chipsets for connected devices, according to reports from multiple media.
Thursday 24 July 2025
MSI may tie motherboard shipments with Gigabyte in 2025
MSI is adopting a cautious strategy toward AI server-related products, while its Taiwanese rivals Gigabyte Technology, Asustek Computer and ASRock are all aggressively expanding in...