Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Saturday 31 May 2025

AI servers lift ASRock to new highs, while strong NT$ erodes profit edge

ASRock Inc. posted NT$25.6 billion (US$855 million) in revenue for 2024, driven by robust shipments of Nvidia H100 and H200-based AI servers. In the first four months of 2025 alone,...

Friday 30 May 2025

Trump’s tariffs hold—for now, nations await Supreme Court decision

Taiwan pushes for special status as U.S. courts weigh fate of IEEPA-based duties

Friday 30 May 2025

MediaTek eyes $40B cloud ASIC bonanza as next growth engine

Taiwanese IC design leader MediaTek held its shareholders' meeting on May 29, 2025, where all proposals and votes proceeded smoothly. CEO Rick Tsai highlighted in the shareholder...

Friday 30 May 2025

ZT slips away, tariffs shift — Compal turns to Nvidia

Compal held its shareholders' meeting on May 29, 2025. Chairman Ray Chen and President Anthony Peter Bonadero spoke with the media after the meeting, sharing their views on the company's...

Thursday 29 May 2025

Foxconn chief highlights greater challenge than tariffs

US tariff uncertainty continues to shake global supply chains, but Foxconn Chairman Young Liu said the company faces minimal direct impact due to its contract manufacturing model...

Thursday 29 May 2025

What are Trump's options on the table after tariff ruling?

A US trade court ruling that blocked most of former President Donald Trump's sweeping "Liberation Day" tariffs has thrown a wrench into...

Thursday 29 May 2025

How Nvidia's next-gen GPUs are fueling an inference supercycle

Nvidia on May 28, 2025, reported a strong performance in its Data Center segment during its first quarter fiscal 2026 earnings call, with revenue reaching US$39 billion, a 73% increase...

Thursday 29 May 2025

Trump tariff ruling overturned by court; Wiwynn prepares multiple scenarios to navigate changing landscape

The US Court of International Trade ruled on May 28, 2025, that US President Donald Trump did not have the authority under emergency law to impose tariffs globally, drawing widespread...

Thursday 29 May 2025

Computex 2025 lacks spark, industry pushes for pragmatic AI innovation

The honeymoon phase is over

Thursday 29 May 2025

Commentary: China's AI computing system ditches Nvidia—Jensen Huang faces new reality

Amid the escalating US-China tech war and supply chain risks, the trend of "de-Nvidia-ization" is rapidly spreading within China's computing power industry. This shift represents...

Thursday 29 May 2025

Hiwin eyes steady gains in 2025 with strategic focus on AI robotics, green tech, mechatronics integration

Hiwin Technologies, a leading manufacturer of motion control components, remains optimistic about its business outlook for 2025. Chairman Wen-heng Cho expressed confidence that the...

Thursday 29 May 2025

AMD expands photonics capabilities with Enosemi acquisition

On May 28, 2025, AMD announced the acquisition of Enosemi, a Silicon Valley-based company specializing in photonic integrated circuits...

Thursday 29 May 2025

Explainer: Why Trump's emergency tariffs were struck down, and what tariffs still remain

A federal court ruling this week has dealt a significant blow to President Donald Trump's trade agenda, suspending a wide array of tariffs...

Thursday 29 May 2025

Trade court blocks Trump's global tariffs, calls emergency claim unlawful

The bulk of President Donald Trump's global tariffs were deemed illegal and blocked by the US trade court, dealing a major blow to a pillar of his economic agenda.

Thursday 29 May 2025

Nvidia's growth remains strong despite US$4.5B China writedown; forecasts US$8B revenue loss from export ban

Nvidia today announced robust financial results for the first quarter of fiscal year 2026, reporting significant year-over-year and sequential growth, driven primarily by its Data...

14/1663 pages