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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 1 July 2025
MWC CEO exclusive interview: How MWC transforms into a cross-industry platform in new telecom landscape
On the eve of MWC Shanghai's opening, Francesc Fajula, CEO of Mobile World Capital (MWC) Barcelona, made his first whirlwind visit to Taiwan and granted an exclusive interview with...
Tuesday 1 July 2025
Ericsson expands Bengaluru R&D to boost ASIC development in India
Ericsson announced an expansion of its Research and Development (R&D) team in Bengaluru, India, focusing on ASIC development, aiming to leverage local expertise and enhance Ericsson's...
Monday 30 June 2025
Draytek reports 52% revenue growth and 120% profit rise in 2024
Networking device provider Draytek announced a significant financial upturn for 2024, with year-over-year revenue increasing by 52% and net profit after tax more than doubling, with...
Monday 30 June 2025
Indian Reliance Jio expected to lead world FWA user base in 2025
Reliance Jio, India's largest wireless operator by subscribers, is projected to overtake global competitors to become the largest fixed wireless access (FWA) service provider by subscriber...
Monday 30 June 2025
GMI aims for full-year revenue growth in 2025, fueled by AI and automotive projects
Facing external challenges such as US tariffs, exchange rates, and interest rates, IC distributor GMI stated that despite numerous market uncertainties, it expects its operational...
Monday 30 June 2025
Chinese server component exports to US surge despite tariffs, driven by AI server demand and local assembly push
Despite the Trump administration's implementation of high tariffs on Chinese imports without granting China the grace periods afforded to other trade partners, the volume of server...
Monday 30 June 2025
Mitac Holdings expands North American server production facilities amid AI-driven demand surge
Mitac Holdings Corporation is rapidly expanding its server production capacity in North America, driven by strong demand for artificial intelligence applications. The company recently...
Monday 30 June 2025
AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second...
Friday 27 June 2025
Q3 outlook: smartphone industry weighs tariff risks against product launch momentum
As the calendar turns to the third quarter of 2025, the global smartphone industry finds itself at a critical juncture, shaped by a complex mix of geopolitical tensions, tariff uncertainty,...
Friday 27 June 2025
Taiwan Mobile achieves growth from transformation to tech service provider
Taiwan Mobile has achieved significant results in both the consumer and enterprise market segments, thanks to its transformation from merely a telco firm to a tech service provider...
Friday 27 June 2025
Alibaba Cloud to deploy AI models worldwide with US$52 billion infrastructure push
Alibaba Cloud, the cloud computing arm of Chinese tech giant Alibaba Group, plans to expand access to its proprietary and third-party artificial intelligence models across more of...
Thursday 26 June 2025
AWS customer distribution analysis: Asia-Pacific ranks third with untapped potential
Amazon Web Services (AWS) currently serves approximately 4.2 million customers worldwide, with startups making up 70% of this base, according to recent industry research. The US remains...
Thursday 26 June 2025
Macroeconomic turbulence clouds 3Q25 outlook; global annual auto sales hold steady
Global economic instability—fueled by US tariffs and escalating geopolitical tensions, particularly the Israel-Iran conflict—is clouding expectations for a supply chain...
Thursday 26 June 2025
Taiwan opens satellite phone frequency applications while restricting Chinese smartphone access
Taiwan announced new satellite mobile communication frequency applications but imposed localization requirements that effectively bar Chinese smartphones from using direct-to-satellite...
Thursday 26 June 2025
Jensen Huang eyes physical AI as US manufacturing begins
At Nvidia's 2025 annual shareholder meeting, CEO Jensen Huang presented the company's strategic outlook for the coming decade, emphasizing the critical role of AI infrastructure,...