Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

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...

Thursday 29 May 2025

Currency crunch stalls Nanya PCB, yet cloud and edge AI bets are just getting started

Nan Ya Printed Circuit Board Corporation (Nanya PCB), a top Taiwanese IC substrate maker, cautioned that second-quarter earnings may...

Thursday 29 May 2025

Japan plans major US chip purchases as leverage in tariff talks

In ongoing tariff negotiations between Japan and the US, the Japanese government has proposed purchasing semiconductor products from American manufacturers worth several billion US...

Thursday 29 May 2025

Hygon–Sugon merger retools China's AI backbone with full-stack compute integration

Hygon Information Technology and Dawning Information Industry Co. (Sugon) announced a strategic merger on May 25, 2025, a move widely seen as aligning with Beijing's agenda to consolidate...

Wednesday 28 May 2025

Nvidia partners with top chipmakers to develop 800V HVDC power systems for AI data centers

Nvidia has unveiled a bold move to revolutionize data center infrastructure with the introduction of an 800-volt high-voltage direct current (HVDC) power distribution system, designed...

Wednesday 28 May 2025

Foxconn taps NTU, KAUST in μ-LED leap for next-gen optical and AI interconnects

With artificial intelligence driving explosive demand for high-speed data transfer, optical communication technologies are advancing in lockstep. Foxconn's Hon Hai Research Institute...

Wednesday 28 May 2025

Sony doubles down on premium niche with Xperia 1 VII to salvage shrinking market presence

Sony has unveiled its 2025 flagship smartphone, the Xperia 1 VII, aiming to strengthen its position in the high-end segment despite its diminished influence in the global smartphone...

Wednesday 28 May 2025

Without Nvidia's Jensen Huang, does Computex still compute?

Fueled by the global AI surge, Computex has enjoyed three straight years of star power from Nvidia CEO Jensen Huang. This year's record-breaking edition again centered on Huang, who...

Wednesday 28 May 2025

Trump threatens new tariffs on iPhones and EU imports, raising tensions with Apple

Fresh off a triumphant Middle East tour, President Donald Trump reignited trade tensions on Thursday with a bold new proposal: imposing...

Wednesday 28 May 2025

Alpha Networks sees operational momentum in 2H25, plans to sample 1.6T switch by year-end

Networking company Alpha Networks (Alpha) held its shareholders meeting on May 27, 2025, where it expressed optimism about the continued strengthening of shipment momentum for its...

Wednesday 28 May 2025

Taiwan's AI, semiconductor strength shields economy from tariff risks, spurs 2025 growth forecast upgrades

Despite concerns over US President Donald Trump's tariff policies, international demand for Taiwan's AI and semiconductor sectors remains resilient, reinforcing the island's status...

Wednesday 28 May 2025

Xiaomi sharpens premium push, streamlines global smartphone operations to boost profitability

Xiaomi is doubling down on its smartphone premiumization strategy as it adapts to evolving market dynamics in China and abroad, company executives said during its first-quarter 2025...

Wednesday 28 May 2025

Apple to debut dedicated gaming app within days of Nintendo Switch 2's arrival

Apple Inc. is planning a dedicated application for video games on its devices, seeking to sell gamers and developers on the idea that it's a leader in the market.

Wednesday 28 May 2025

Computex 2025 hits record attendance amid growing uncertainty over AI boom and policy risks

Computex 2025 wrapped up with record-breaking attendance and exhibitor participation, underscoring the sustained momentum of artificial intelligence (AI) across the tech sector. Exhibitors...

Wednesday 28 May 2025

Self-developed Xring will power flagship products before expanding to other products, said Xiaomi

Xiaomi executives emphasized a patient, long-term strategy for self-developed chips during the company's first-quarter 2025 earnings call held on May 27. Partner and president Lu...

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