Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 29 May 2025

Foxconn chief highlights greater challenge than tariffs

US tariff uncertainty continues to shake global supply chains, but Foxconn Chairman Young Liu said the company faces minimal direct impact due to its contract manufacturing model...

Thursday 29 May 2025

What are Trump's options on the table after tariff ruling?

A US trade court ruling that blocked most of former President Donald Trump's sweeping "Liberation Day" tariffs has thrown a wrench into...

Thursday 29 May 2025

How Nvidia's next-gen GPUs are fueling an inference supercycle

Nvidia on May 28, 2025, reported a strong performance in its Data Center segment during its first quarter fiscal 2026 earnings call, with revenue reaching US$39 billion, a 73% increase...

Thursday 29 May 2025

Trump tariff ruling overturned by court; Wiwynn prepares multiple scenarios to navigate changing landscape

The US Court of International Trade ruled on May 28, 2025, that US President Donald Trump did not have the authority under emergency law to impose tariffs globally, drawing widespread...

Thursday 29 May 2025

Computex 2025 lacks spark, industry pushes for pragmatic AI innovation

The honeymoon phase is over

Thursday 29 May 2025

Commentary: China's AI computing system ditches Nvidia—Jensen Huang faces new reality

Amid the escalating US-China tech war and supply chain risks, the trend of "de-Nvidia-ization" is rapidly spreading within China's computing power industry. This shift represents...

Thursday 29 May 2025

Hiwin eyes steady gains in 2025 with strategic focus on AI robotics, green tech, mechatronics integration

Hiwin Technologies, a leading manufacturer of motion control components, remains optimistic about its business outlook for 2025. Chairman Wen-heng Cho expressed confidence that the...

Thursday 29 May 2025

AMD expands photonics capabilities with Enosemi acquisition

On May 28, 2025, AMD announced the acquisition of Enosemi, a Silicon Valley-based company specializing in photonic integrated circuits...

Thursday 29 May 2025

Explainer: Why Trump's emergency tariffs were struck down, and what tariffs still remain

A federal court ruling this week has dealt a significant blow to President Donald Trump's trade agenda, suspending a wide array of tariffs...

Thursday 29 May 2025

Trade court blocks Trump's global tariffs, calls emergency claim unlawful

The bulk of President Donald Trump's global tariffs were deemed illegal and blocked by the US trade court, dealing a major blow to a pillar of his economic agenda.

Thursday 29 May 2025

Nvidia's growth remains strong despite US$4.5B China writedown; forecasts US$8B revenue loss from export ban

Nvidia today announced robust financial results for the first quarter of fiscal year 2026, reporting significant year-over-year and sequential growth, driven primarily by its Data...

Thursday 29 May 2025

Currency crunch stalls Nanya PCB, yet cloud and edge AI bets are just getting started

Nan Ya Printed Circuit Board Corporation (Nanya PCB), a top Taiwanese IC substrate maker, cautioned that second-quarter earnings may...

Thursday 29 May 2025

Japan plans major US chip purchases as leverage in tariff talks

In ongoing tariff negotiations between Japan and the US, the Japanese government has proposed purchasing semiconductor products from American manufacturers worth several billion US...

Thursday 29 May 2025

Hygon–Sugon merger retools China's AI backbone with full-stack compute integration

Hygon Information Technology and Dawning Information Industry Co. (Sugon) announced a strategic merger on May 25, 2025, a move widely seen as aligning with Beijing's agenda to consolidate...

Wednesday 28 May 2025

Nvidia partners with top chipmakers to develop 800V HVDC power systems for AI data centers

Nvidia has unveiled a bold move to revolutionize data center infrastructure with the introduction of an 800-volt high-voltage direct current (HVDC) power distribution system, designed...

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