Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 21 April 2025

India roundup: Foxconn reportedly eyes first northern Indian plant as tariff shifts impact iPhone costs

Foxconn may build its first northern India plant in Greater Noida as tariff shifts make India-made iPhones cheaper than China-made ones in the US market.

Saturday 19 April 2025

Inside the tariff freeze: Bessent's quiet power play in the White House

Is there a rift within Trump's camp over tariffs? Al Jazeera raised that very question as tensions flared between key figures in early April...

Friday 18 April 2025
Server and networking sectors drive chip order spike ahead of 90-day tariff window
Since the US government opened a 90-day window for reciprocal tariff exemption negotiations, the market widely expects a strong wave...

Friday 18 April 2025
Jensen Huang, in suit and tie, calls China a 'very important market' during Beijing visit
Nvidia CEO Jensen Huang visited Beijing on April 17, meeting with senior Chinese officials and clients as the company continues to navigate...

Friday 18 April 2025
Nvidia H20 China export ban creates uncertainty in server market
The US has imposed new restrictions on the export of Nvidia's H20 chip shipments to China.

Thursday 17 April 2025
Jensen Huang visits Beijing following H20 export ban to China
Nvidia CEO Jensen Huang arrived in Beijing on April 17, 2025, just days after the US government imposed an indefinite export restriction on the company's H20 AI chip to China. The...

Thursday 17 April 2025
Southern Taiwan Science Park sees strong January-February revenue, aims to break NT$3 trillion in 2025
Benefiting from the 3nm process, the Southern Taiwan Science Park (STSP) saw its revenue reach a record-breaking NT$2.21 trillion (approx. US$68.23 billion) in 2024, surpassing the...

Thursday 17 April 2025
Nvidia H20 export restrictions: local AI chips in China see opening
Following Nvidia's announcement of its latest production plans in the US, the company has received notification from the US Department of Commerce (DOC) that its downgraded H20 products...

Thursday 17 April 2025
Beijing launches 3-year 5G smart city application plan
Recently, Beijing announced a three-year action plan aimed at achieving large-scale 5G applications and industry integration by the end of 2027. The goals include reaching a 100%...

Thursday 17 April 2025
Collateral damage in chip war: Intel and TI suffer, AMD rises
The US Department of Commerce has confirmed that lower-spec AI chips—such as Nvidia's H20 and AMD's MI308—now require export licenses for shipment to China. The move signals...

Thursday 17 April 2025
E Ink and Readmoo debut world's first foldable color e-reader at Touch Taiwan 2025
E Ink Holdings and Readmoo have jointly unveiled the world's first foldable color e-reader, the mooInk V, at the Touch Taiwan 2025 exhibition. Featuring an 8-inch Gallery 3 color...

Thursday 17 April 2025
Taiwan's AI server supply chain strains under pressure as TSMC expands US commitments
Taiwan's tech giants are grappling with rising costs and logistical hurdles as they follow TSMC into the US, responding to pressure from Washington to localize advanced semiconductor...

Thursday 17 April 2025
Tariff exemptions spur urgent orders, but capacity and cost pressures cloud US smartphone outlook
The US's recent decision to exempt 20 categories of goods—including notebooks, smartphones, tablets, and processors—from tariffs has sparked a wave of urgent procurement...

Wednesday 16 April 2025
Commentary: No Computex, but Taiwan remains key to AMD's US plans
AMD CEO Lisa Su arrived in Taiwan on April 13, 2025, becoming the first global semiconductor executive to visit the island after the US government threatened to impose a wave of reciprocal...

Wednesday 16 April 2025
Tariff uncertainty clouds outlook for seasonal tech demand and possible oversupply
Following the US government's imposition of broad reciprocal tariffs—targeting not only China but also nations like Vietnam and Thailand—many customers initially paused...

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