CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 28 May 2025
Xiaomi profit surges 161% in 1Q25 on strong EV and IoT sales
Xiaomi posted strong first-quarter 2025 results, with net profit jumping 161.2% year-over-year to CNY10.92 billion (approx. US$1.52 billion), driven by booming EV and IoT sales. Revenue...
Wednesday 28 May 2025
NTT showcases next-gen optical network vision at Osaka Expo 2025
At the 2025 Osaka-Kansai Expo, Japan's NTT presents its corporate pavilion under the theme "Parallel Travel." Through a narrative that transcends time and space, the company offers...
Wednesday 28 May 2025
Nvidia pulls the plug on Hopper in China—AI giants scramble to adapt
In the first half of 2025, Nvidia CEO Jensen Huang officially announced that the company will no longer release Hopper architecture AI chips tailored for China. This announcement...
Wednesday 28 May 2025
Google’s AI reset: I/O 2025 marks a turning point

Following years of trailing its competitors and facing mounting skepticism, Google appeared to turn a corner at this year's I/O developer...

Tuesday 27 May 2025
TSMC's CoWoS boom squeezes substrates, stirs NAND pricing
Mitsubishi Gas Chemical (MGC), the world's leading supplier of BT substrate base materials, has notified clients of delayed shipments due to tightening raw material supply. The growing...
Tuesday 27 May 2025
Samsung's impossible choice: absorb 25% tariff hit or price out US customers
US President Donald Trump's announced 25% tariff on smartphones manufactured outside the US has once again ruffled the feathers of markets, especially for Apple and Samsung Electronics,...
Tuesday 27 May 2025
Xiaomi defends XRing O1 SoC as in-house development amid 'Custom Silicon' controversy
A debate has erupted in the tech industry over the origin of Xiaomi's flagship system-on-chip (SoC), the XRing O1, with mounting questions about whether it represents a truly in-house...
Tuesday 27 May 2025
Trump 2.0: Boon or bane for Taiwan? January-April trade and output data offers some clues
Despite fresh uncertainty under Trump's second term, Taiwan's technology and trade sectors are showing surprising resilience and even growth. While his unpredictable tariff policies...
Tuesday 27 May 2025
iPhone supply chain holds breath for Trump's 25% tariff threats
US President Donald Trump's latest warning of a 25% tariff on Apple's iPhone production unless it returns to the US has rattled global supply chain operators. While the threat aligns...
Tuesday 27 May 2025
Tienpin enters AI server industry with liquid cooling subsidiary
Tienpin United has announced a strategic shift from life services to the artificial intelligence sector. In collaboration with Xinwei, the company has launched Naike Clean Technology...
Tuesday 27 May 2025
NTT and CHT debut IOWN-APN cross-border live performance at Osaka Expo 2025
At the Osaka Expo 2025, Japan's NTT and Taiwan's Chunghwa Telecom (CHT) staged the world's first real-time cross-border performance using the IOWN all-photonics network (APN). This...
Tuesday 27 May 2025
Trump tariff targets Apple, Samsung: no more smartphones made in India and Vietnam
US President Donald Trump has reignited trade tensions, this time with his sights set on smartphones. On May 23, 2025, he proposed a 25% tariff on imported handsets, singling out...
Tuesday 27 May 2025
Who suffers as Trump targets Apple over iPhone production?
US President Donald Trump recently demanded that Apple relocate the assembly and production of iPhones to the US. Otherwise, a 25% tariff would be imposed on iPhones and other smartphones...
Tuesday 27 May 2025
China pilots unified AI compute network to end regional fragmentation
China officially launched its Computing Power Internet Pilot Network on May 17, 2025, in Nanchang, Jiangxi Province, during the World Telecommunication and Information Society Day...
Tuesday 27 May 2025
Computex 2025: Telangana state courts Taiwanese firms for electronics production
A high-level delegation from the Government of Telangana, India, led by senior bureaucrat Narsimha Reddy IAS, participated in COMPUTEX Taipei 2025 to promote what the state describes...