Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 2 May 2025

Amazon Braces for Tougher Business Climate Amid Trump Trade War

Amazon.com Inc. said it's bracing for a tougher business climate in the coming months, echoing concerns from a range of companies that tariffs and related economic turmoil could crimp...

Friday 2 May 2025

Apple posts strong earnings, but China and regulation weigh

Apple's fiscal second-quarter results, reported on May 2, presented a mixed picture: strong global sales growth and expanding services...

Thursday 1 May 2025

Pharmacy chains merge in Taiwan, but labor pains persist

Taiwan's pharmaceutical distribution sector is undergoing sustained consolidation, with industry players embracing chain operations to bolster competitiveness and elevate service...

Thursday 1 May 2025

Hot and heavy: JS-SEZ bids to lead AI data center innovation in the tropics

Johor and Singapore are emerging as key hubs in Asia Pacific's fast-expanding data center landscape. Johor's data center capacity grew from 10MW in 2021 to over 1,500MW in 2024, with...

Thursday 1 May 2025

Flex debuts high-powered liquid cooling system for AI-driven data centers

As soaring demand from AI and high-density computing workloads strains the limits of conventional data center cooling systems, Flex has...

Thursday 1 May 2025

AI servers remain in high demand, says Quanta chair

Is AI development sustainable? Barry Lam, chairman of Quanta, pointed out that AI development consists of seven stages, and we are currently only at the second stage. The GB200 and...

Wednesday 30 April 2025

Smartphone strength cushions Samsung's 1Q25 chip slump

Samsung Electronics reported its financial results for the first quarter of 2025, revealing revenue of KRW79.1 trillion (US$55.4 billion) and an operating profit of KRW6.7 trillion...

Wednesday 30 April 2025

SK Telecom faces mass user exodus and mounting fallout after USIM server hack

SK Telecom (SKT), South Korea's largest telecommunications provider, is grappling with a massive wave of subscriber losses after a recent cyberattack targeting its USIM management...

Wednesday 30 April 2025

STT GDC discusses three major challenges for the colocation industry in the AI era

Singapore's STT GDC, a colocation provider under ST Telemedia and backed by Temasek Holdings, is navigating significant changes as AI servers transform the market landscape.

Wednesday 30 April 2025

Supermicro's sales miss hints at slower AI investments by cloud giants

Supermicro, a major provider of AI-optimized servers, reported preliminary fiscal third-quarter 2025 results that fell short of expectations, raising concerns about a potential slowdown...

Wednesday 30 April 2025

CloudMile outlines 3 keys to unlock JS-SEZ potential

The Johor-Singapore Special Economic Zone (JS-SEZ), actively promoted by the governments of Singapore and Malaysia, leverages Johor state's advantages in land, water, electricity,...

Tuesday 29 April 2025

iPhone 17 stocking begins: 10% YoY shipment decline estimated

The Trump administration's aggressive and unpredictable tariff policies have cast a shadow over economic development. Apple's supply chain revealed that the company recently completed...

Tuesday 29 April 2025

Google sees cloud demand surpass capacity, AI now powers over 30% of code development

Despite recent reports suggesting a slowdown in US data center expansion, Alphabet, Google's parent company, has reaffirmed the strength of its cloud business. The company emphasized...

Tuesday 29 April 2025

Wiwynn’s Johor bet sets the pace for AI’s next supply chain

With the Johor-Singapore Special Economic Zone (JS-SEZ) rapidly emerging as a beneficiary of the AI data center boom, the region's supply chain is experiencing both new opportunities...

Tuesday 29 April 2025

Mature chip processes most vulnerable in Trump's tariff storm

Taiwan's semiconductor industry has temporarily escaped US President Donald Trump's sweeping tariff measures announced earlier this month, but industry insiders warn that systemic...

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