Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Saturday 16 August 2025

AI enters implementation phase; DFI optimistic about industry demand in 2H25

Benefiting from the continuous rise in embedded AI demand and the advancement of diverse vertical applications, embedded motherboard and industrial PC (IPC) provider DFI announced...

Friday 15 August 2025

Commentary: Foxconn's Ohio pivot shows how AI is reshaping its global strategy

Foxconn Technology Group faced a mixed bag of challenges in the second quarter of 2025, with currency fluctuations and other external uncertainties weighing on results. Yet, the company...

Friday 15 August 2025

Quanta and Foxconn ramp up ASIC server efforts as 2026 market competition intensifies

Quanta and Foxconn have both stated that shipments of AI servers using application-specific integrated circuits (ASICs) will significantly increase in 2026. The rapid growth of ASICs...

Friday 15 August 2025

AI boom fuels Foxconn's best-ever second quarter; growth to accelerate in Q325

Foxconn, the world's largest electronics manufacturer, reported record second-quarter results on August 14, 2025, with revenue, operating profit, and net income all reaching historic...

Friday 15 August 2025

Apple is seen gaining tariff exemption as Samsung faces 25% levy threat, potentially reshaping global smartphone market

The US government is expected to announce its tariff policy this week on semiconductor-related products—including smartphones, laptops, and surveillance devices—sending...

Friday 15 August 2025

Can Tesla's chip shift uplift Samsung foundry services?

Over the past two weeks, Tesla CEO Elon Musk has promoted his company's new partnership with Samsung Foundry for manufacturing its AI chips. At one point, South Korean media speculated...

Friday 15 August 2025

Taiwan's motor driver IC makers capture AI server market share

Taiwan's IC design houses are seeing steady returns from years of investment in motor driver ICs, with demand rising across a wider set of applications and competition intensifying...

Friday 15 August 2025

CHT Security sees 250% revenue growth in 1H25 ahead of 3Q listing

Cybersecurity service provider CHT Security held its pre-IPO briefing on August 13, announcing plans for an official listing in the third quarter of 2025 and becoming Taiwan's first...

Friday 15 August 2025

Quanta to launch GB300 AI server in 4Q as high costs pressure margins

Quanta Computer expects trial production of its GB300 AI server to start in late third quarter 2025, with mass production following in the fourth quarter. The rollout is expected...

Friday 15 August 2025

Trump's corporate crackdown: When national security overrides boardroom independence

Since the US first announced reciprocal tariffs in early April 2025, President Donald Trump has frequently delivered "surprises" to the global market over nearly four months. Recently,...

Friday 15 August 2025

Why Dell and Supermicro are targeted in US AI chip tracking push

US authorities are reportedly planting tracking devices secretly inside AI chip shipments to prevent their diversion to China.

Friday 15 August 2025

Samsung turns to MediaTek for Galaxy Tab S11, reducing Qualcomm dependence

Samsung Electronics' upcoming Galaxy Tab S11 series is reportedly set to feature a MediaTek Dimensity 9400 application processor (AP),...

Friday 15 August 2025

Taiwan gains competitive edge as China faces steep US tariffs

On July 31, 2025, US President Donald Trump signed an executive order to adjust reciprocal tariff rates, setting the provisional tariff for Taiwan at 20%, effective from August 7,...

Friday 15 August 2025

Thinking Electronic stands to grow in Nvidia's 800V AI server era

As artificial intelligence pushes data center power demands to unprecedented levels, Nvidia is leading a power architecture revolution by adopting 800-volt high-voltage direct current...

Thursday 14 August 2025

Foxconn targets NT$1 trillion in AI server sales for 2025, triple-digit 3Q growth ahead

Hon Hai Precision Industry, better known as Foxconn, expects its AI server revenue to grow more than 170% year-on-year in the third quarter,...

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