Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 14 April 2025

China-made iPhones exempt from tariffs, US Commerce Secretary hints at future taxes

On the night of April 11, Eastern Time, the US Customs and Border Protection (CBP) announced the exclusion of several products from "reciprocal tariffs," including smartphones, computers,...

Monday 14 April 2025

DIGITIMES analysis: electronics tariffs driving three-pronged supply chain transformation

US Commerce Secretary Howard Lutnick indicated Sunday that recent tariff exemptions for electronics and semiconductor products are merely temporary, with comprehensive semiconductor...

Monday 14 April 2025

Apple was on brink of crisis before Trump tariff concession

Apple Inc. has managed to dodge its biggest crisis since the pandemic — for the moment, at least.

Monday 14 April 2025

US tariff breaks make iPhones from India 20% cheaper than China

The export of iPhones and other electronic devices from India to the US is becoming notably more cost-effective, with prices expected to be around 20% lower than those from China...

Monday 14 April 2025

India roundup: India capitalizes on US-China trade dispute for growth

US tariffs on global trading partners are seen as beneficial to India. Apple may increase its reliance on suppliers in India due to heightened US tariffs against China.

Monday 14 April 2025

Ennostar eyes AI optical communications market with 3-year microLED upgrade plan

Ennostar is developing three AI optical communication technologies—microLED, VCSEL, and CW-DFB LD—setting upgrade targets for the next few years, with microLED projected...

Sunday 13 April 2025

U.S. tech tariff exemptions offer relief for Apple and TSMC clients—while China still faces higher rates

The United States Customs and Border Protection (CBP) released updated tariff guidelines on the evening of April 11, setting a uniform...

Saturday 12 April 2025

US announces tariff exemptions on smartphones, PCs, and servers, benefitting Apple

US Customs and Border Protection announced a series of tariff exemptions, mainly covering smartphones, PCs, servers, displays, and semiconductors. The move reflects the reality that...

Saturday 12 April 2025

US's 46% reciprocal tariffs on Vietnam have clients in telecom industry halting orders

The reciprocal tariff measures implemented by US President Donald Trump officially took effect at 12:01 PM Taiwan time on April 9. Taiwanese manufacturers in Southeast Asia have become...

Friday 11 April 2025

Taiwan to enter first round of US tariff talks with strategies in hand

Despite US President Donald Trump announcing a pause on imposing tariffs on multiple countries, concerns still linger. President of Taiwan, Ching-Te Lai, recently proposed a five-point...

Friday 11 April 2025

Trump's tariff push disrupts global trade, raises risks for U.S. economy

After his second election as President of the United States, Trump has fully unleashed his destructive power on the global economic order. Japanese Prime Minister Shigeru Ishiba described...

Friday 11 April 2025

Tariff impact on iPhone's production strategy

As of April 10, the latest development shows that Trump has raised tariffs on Chinese goods to 145%, maintaining a hardline stance. For Apple's iPhone, which still relies heavily...

Friday 11 April 2025

The Great Tech Reset 9: Inside the autonomous future—smart cars, drones, robots, AR gear take the lead

China's EV dominance is already global, but the next front is autonomous driving. It's no longer just about the vehicle; it's about the AI-powered stack behind it: maps, sensors,...

Friday 11 April 2025

Apple supplier GSEO reports March revenue surge amid tariff uncertainty

Genius Electronic Optical (GSEO) has unveiled its operational results for March 2025, revealing consolidated revenue of NT$1.893 billion (US$0.06 billion). This represents a strong...

Friday 11 April 2025

Rising US-China tensions put American consumer tech brands at risk in China

The escalating US-China trade conflict is placing consumer electronics and high-tech industries at the center of geopolitical strain...

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