Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 14 July 2025

Cisco drives AIoT proof of concept from point to area, aims to extend Asia New Bay Area experience to semiconductor industry

As AIoT technology deepens its application across industrial sectors, networking and cybersecurity brand Cisco has partnered with Genesis to launch the "AIoT Sustainable Innovation...

Monday 14 July 2025

As Nvidia soars, Taiwan's AI OEMs outpace TSMC in growth

Nvidia's landmark surge to a US$4 trillion market capitalization on July 10 has reverberated across the global tech landscape—but nowhere more profoundly than in Taiwan. As...

Monday 14 July 2025

Foxconn reportedly begins iPhone 17 component imports from China as India and US watch Apple's global moves closely

Foxconn has reportedly begun importing key components from China to India for the iPhone 17, marking the start of trial production. The development comes as both India and the US...

Saturday 12 July 2025

Chipmakers bet on premium smartphones to weather 2H25 headwinds

Despite a generally negative outlook for the second half of the year, Largan, a key market indicator, stressed during its earnings call that the demand momentum for new flagship smartphones...

Saturday 12 July 2025

Google brings Gemini AI to Wear OS, boosting Samsung's new smartwatch and foldables

Google is bringing its Gemini artificial intelligence model to smartwatches running Wear OS, marking a significant expansion beyond smartphones...

Friday 11 July 2025

Apple plans new MacBook Pro, iPhone 17e and iPads by early 2026

Apple Inc. is planning an ambitious pipeline of new products for release during the first half of 2026, including a new low-end iPhone, multiple iPads and upgraded Macs.

Friday 11 July 2025

How Taiwan's EMS evolved: From PCs and smartphones to AI servers and deep semiconductor integration

The advent of the personal computer (PC) provided an opportunity for Taiwan's manufacturing services to further evolve.

Friday 11 July 2025

US weighs new export controls on AI chips to Thailand and Malaysia

The US Department of Commerce is reportedly preparing new regulations that would restrict the export of advanced AI chips to Thailand...

Friday 11 July 2025

With GB300 on track and no Cordelia detours, Nvidia eyes a strong AI finish in 2025

With Nvidia's GB200 series products entering volume shipments starting in the second quarter of 2025, the GB300 has also begun its delivery recently, as Dell chairman and CEO Michael...

Friday 11 July 2025

Digital transformation and 5G services drive sales and profits for Taiwan telecom firms in June

The three major telecom firms in Taiwan have all delivered impressive sales for June 2025, thanks to momentum from 5G services, enterprise customers accelerating digital transformation,...

Friday 11 July 2025

Apple's foldable smartphone expected in 2026 as China's hinge and display suppliers gear up

Global foldable smartphone shipments rose only 9% year-over-year in the first quarter of 2025, a steep decline from the triple-digit growth seen in earlier years, according to Counterpoint...

Friday 11 July 2025

Qualcomm losing presence in Chinese flagship phones with MediaTek catching up

In a surprising change within the smartphone industry, MediaTek, long seen as the second largest chipmaker in the high-end sector, is...

Thursday 10 July 2025

Samsung's foldable focus on high-end smartphones sparks chipmaker optimism

Samsung Electronics has introduced its latest flagship foldable smartphones, adding fresh momentum to what is shaping up to be a pivotal year for the foldable device market. While...

Thursday 10 July 2025

Stay or relocate: Taiwan makers weigh exodus amid weak government support

The free trade agreement (FTA) between the US and South Korea has now become irrelevant under Donald Trump's administration. Taiwan's tech products also face the possibility of losing...

Thursday 10 July 2025

Taiwan suppliers eye foldable smartphone growth, face barriers in South Korea

Taiwanese component suppliers are ramping up efforts to enter the growing foldable smartphone market, but penetrating South Korea's highly integrated supply chain remains a major...

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