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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 24 April 2025
Taiwan's KingRay unveils full-color night vision sensors for AI robots and unmanned systems
Taiwan-based KingRay Technology has developed a next-generation sensor featuring advanced color night vision capabilities, now fully packaged for deployment in surveillance systems...
Thursday 24 April 2025
China's AI ambitions strain as domestic chipmakers rush to sell compute power amid H20 ban
Following the Trump administration's export controls on Nvidia's H20 AI chip for China, there's speculation that Chinese AI chip manufacturers might fill the gap. Although China's...
Thursday 24 April 2025
Cloud market braces for key Amazon earnings update amid lease cuts, supply snags, and tariff tensions
Amazon and Microsoft have reportedly paused selected external data center lease agreements, impacting third-party colocation centers but not their self-built facilities. The move...
Thursday 24 April 2025
Electronics suppliers split on demand as US-China tensions escalate

As the US ramps up tariffs on Chinese imports, electronics component makers are responding differently depending on their market segments...

Thursday 24 April 2025
Samsung reportedly eyes India electronics production shift as US tariffs hit Vietnam
The US has imposed retaliatory tariffs on imports from China and Vietnam at rates of 125% and 46%, respectively. This has disrupted the supply chain strategies of major electronics...
Thursday 24 April 2025
Apple, Meta hit by US$798 million in EU tech fines after Trump threats
Apple Inc. and Meta Platforms Inc. were hit by relatively modest European...
Thursday 24 April 2025
Taiwan rides AI wave as US tech orders surge
Taiwan's export orders jumped in March 2025, fueled by rising global demand for AI and high-performance computing (HPC) chips, according to data from Taiwan's Ministry of Economic...
Wednesday 23 April 2025
OCP targets 1MW racks to cut data center energy losses to 7%
The Open Compute Project Foundation (OCP) is spearheading a radical redesign of data center power architecture to support AI's explosive growth, including the concept of "1 Megawatt...
Wednesday 23 April 2025
Ericsson partners with VVDN to fully localize antenna production in India
Ericsson Antenna System (EAS) is expanding its manufacturing operations in India, aiming to localize 100% of its passive antenna production for the Indian market by June 2025. The...
Wednesday 23 April 2025
MediaTek could emerge as surprise winner in US-China tech tensions
US-China competition remains fierce despite tariff stalemate, with technology decoupling accelerating behind the scenes. Taiwan's MediaTek may find unexpected opportunities amid this...
Wednesday 23 April 2025
Alphabet reportedly redirects Pixel production from Vietnam to India amid renewed tariff disruptions
As the US imposes a 46% tariff on Vietnam and a 26% tariff on India, Alphabet executives are reportedly urging Pixel smartphone manufacturers to boost production in India. This shift...
Wednesday 23 April 2025
Trump tariffs shake markets but rugged computer sector shows resilience
The Trump administration's implementation of reciprocal tariffs has sent ripples through global markets, with effects lingering despite a 90-day grace period. Markets remain concerned...
Wednesday 23 April 2025
AWS reportedly follows Microsoft in slowing data center expansion amid economic uncertainty
Due to rising economic uncertainties, Amazon Web Services (AWS) has reportedly paused some data center leasing negotiations, indicating a cooling demand for artificial intelligence...
Tuesday 22 April 2025
FET launches enterprise AI consulting platform, partners with TIPC to drive smart port operations
Artificial intelligence (AI) is reshaping the role of telecom operators, expanding their reach beyond traditional network infrastructure to enterprise solutions. Far EasTone Telecommunications...
Tuesday 22 April 2025
H20 export ban boosts Malaysia's Nationgate contract manufacturing
Malaysia-based EMS provider Nationgate has stated that the US's latest export ban on Nvidia's H20 to China has not impacted its business operations. According to The Edge Malaysia,...