Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 17 April 2025

Tariff exemptions spur urgent orders, but capacity and cost pressures cloud US smartphone outlook

The US's recent decision to exempt 20 categories of goods—including notebooks, smartphones, tablets, and processors—from tariffs has sparked a wave of urgent procurement...

Wednesday 16 April 2025

Commentary: No Computex, but Taiwan remains key to AMD's US plans

AMD CEO Lisa Su arrived in Taiwan on April 13, 2025, becoming the first global semiconductor executive to visit the island after the US government threatened to impose a wave of reciprocal...

Wednesday 16 April 2025

Tariff uncertainty clouds outlook for seasonal tech demand and possible oversupply

Following the US government's imposition of broad reciprocal tariffs—targeting not only China but also nations like Vietnam and Thailand—many customers initially paused...

Wednesday 16 April 2025

Humanoid hype under scrutiny over practicality and data privacy concerns at InnoEX 2025

Despite growing interest in humanoid robots, industry experts are raising critical questions about their practical utility, privacy risks, and ethical implications. At the core of...

Wednesday 16 April 2025

Hybrid and near-edge computing is gaining traction in robotics development

Computing architecture design has become a focus with the rapid development of artificial intelligence (AI) and robotics technology. Industry observers point out that a hybrid model...

Wednesday 16 April 2025

Huawei debuts 'nuclear-grade' AI supernode, but power-hungry design puts cooling to test

Huawei has launched its CloudMatrix 384 supernode, a significant advancement in AI infrastructure, now undergoing large-scale deployment...

Wednesday 16 April 2025

Nvidia's China strategy set back by new US ban on H20 chip

Nvidia Corp. disclosed that the U.S. government has imposed new export restrictions on its H20 AI chip bound for China, a setback for a product line specifically developed to comply...

Tuesday 15 April 2025

Tariff U-turns reshape Samsung-Apple rivalry

US President Donald Trump's rapidly changing tariff policies—particularly his proposed reciprocal tariffs—have disrupted global electronics supply chains that took decades...

Tuesday 15 April 2025

Taiwan eyes 20% export hit as tariff talks with US enter stormy waters

The Trump Administration's April 3 tariff proposal jolted Taiwan's export sector, only to be paused by a last-minute 90-day delay before its April 9 rollout. The abrupt shift left...

Tuesday 15 April 2025

South Korean telcos race to adopt Nvidia's Blackwell GPUs in AI infrastructure push

South Korea's top telecom carriers, KT Corp. and SK Telecom (SKT), are accelerating their AI infrastructure investments by adopting Nvidia's latest Blackwell GPUs across their GPU-as-a-Service...

Tuesday 15 April 2025

Acer to launch three smartphones in India on April 15, eyes bigger share through local partnership

According to GSMArena, Acer is set to reassert its presence in India's smartphone market, launching three new handsets on April 15. The company has teased one of the upcoming...

Tuesday 15 April 2025

TSMC, Foxconn and Wistron join Nvidia’s US$500B push to manufacture AI chips and servers in the US

As US President Donald Trump renews his tariff push to bring manufacturing back to the U.S., Nvidia has emerged as the latest tech giant...

Tuesday 15 April 2025

As Taiwan develops its LEO capabilities, Foxconn strengthens ties to global satellite ecosystem

Taiwan's ambition to build its own low-Earth orbit (LEO) satellites for strategic autonomy is hitting roadblocks, with experts questioning the feasibility of a small-scale, isolated...

Tuesday 15 April 2025

India reportedly scrutinizes Chinese telecom gear amid security concerns

India is assessing Chinese telecom equipment within its networks amid US-China trade tensions, citing national security concerns. While 4G infrastructure utilizes Huawei and ZTE technology,...

Monday 14 April 2025

Philippine-based manufacturers gain unexpected edge amid US tariff tensions

US tariff policy uncertainties have created challenges and opportunities for international manufacturers. Companies in countries with lower reciprocal tariffs enjoy a competitive...

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