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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 13 August 2025
Taiwan's telecom giants post strong July results, driven by diverse growth engines
Taiwan's three major telecom operators released their July 2025 operational results on August 11, all showing strong performances. Chunghwa Telecom leveraged rapid growth in its information...
Wednesday 13 August 2025
Xiaomi shakes up Africa leadership in high-stakes clash with 'king of phones' Transsion
Xiaomi has overhauled its Africa leadership team as part of an aggressive regional push. Liu Shequan has been named general manager of the Africa regional department and head of the...
Wednesday 13 August 2025
Zhen Ding bullish on CoWoP despite long road to mass production
Nvidia is reportedly collaborating with its supply chain to develop an advanced packaging architecture called Chip-on-Wafer-on-PCB (CoWoP) for its Rubin GPU platform. This new design...
Wednesday 13 August 2025
Wistron Chair pledges 1 million GPU hours to power Taiwan's AI startups
Simon Lin, Chairman of Wistron Corporation, offered a candid look at the tech giant's bumpy journey into venture capital during a keynote speech at Taiwan's Venture Capital Summit...
Wednesday 13 August 2025
TSMC GaN exit prompts Navitas to shift orders to PSMC for Nvidia AI servers
TSMC will exit the gallium nitride wafer foundry business within two years, a move that has prompted US chipmaker Navitas Semiconductor to redirect its orders to Powerchip Semiconductor...
Wednesday 13 August 2025
HTC bets on AI glasses with Taiwan Mobile, but skips AR/VR features
HTC has announced a product launch for its Vive series scheduled for August 14, with Taiwan Mobile (TWM) set to unveil its updated application services simultaneously. The events...
Wednesday 13 August 2025
Why Taiwanese tech giants pour record funds into US AI server hubs
Taiwanese EMS accelerates US and global investments amid AI server demand and geopolitical dynamics
Tuesday 12 August 2025
2025 World Robot Conference sees record humanoid robot participation
The 2025 World Robot Conference kicked off in Beijing, China, on August 8, running for five days and showcasing more than 50 humanoid robot manufacturers. The event features the largest...
Tuesday 12 August 2025
AI servers drive growth momentum in 2H25 for chassis and fan manufacturers
AI servers are expected to lead the electronics industry demand momentum in the second half of 2025, with Chenbro Micom and Sunon highlighting them as key drivers of operational gr...
Tuesday 12 August 2025
SK Telecom battles USIM breach fallout, bets big on AI for recovery and growth
South Korea's SK Telecom (SKT) has reported a steep drop in operating profit for the second quarter of 2025, largely due to a major USIM card data breach. The company also issued...
Tuesday 12 August 2025
Apple pledges US$100 billion investment in US, shifting smartphone market dynamics ahead of 4Q25
Apple CEO Tim Cook recently committed an additional US$100 billion investment in domestic US operations. This move is poised to reshape the competitive environment of the US smartphone...
Tuesday 12 August 2025
Samsung targets mid-range market with Galaxy AI-equipped A17
Samsung Electronics announced on August 11 the new 5G-capable A17 smartphone, aiming to drive momentum in the mid-range segment with Galaxy AI enhancements at a highly competitive...
Tuesday 12 August 2025
iPhone shipment rises as India's budget smartphone market contracts
India's smartphone market is undergoing premiumization, with rising average selling prices driving growth in mid- and high-end segments. This shift boosts brands like Apple, which...
Tuesday 12 August 2025
Parade sees strong 2H25 with high-speed product growth and USB4 adoption
During its earnings call on August 7, 2025, high-speed interface provider Parade stated that its second-quarter revenue grew steadily, and gross margin improved, mainly due to a better...
Tuesday 12 August 2025
CviLux core business transformation yields results, optimistic about AI-driven growth in 2H25
Connector and electronic component manufacturer CviLux has recently launched a diversified product portfolio and adjusted its global production strategy, with server and networking...