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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 12 March 2025
MWC 2025: Huawei's growth unconstrained by US restrictions
The Mobile World Congress (MWC) 2025 has just concluded, revealing Huawei's advancements in telecommunications, artificial intelligence (AI), and mobile devices. The company aims...
Wednesday 12 March 2025
NAND production cuts impact persist: Phison expects price increases to last until 3Q25
NAND flash controller chip supplier Phison forecasts that the first quarter will be the low point for annual revenue. As manufacturers successfully adjust prices and DeepSeek drives...
Tuesday 11 March 2025
COMPUTEX 2025: Jensen Huang marshals AI supply chain and heavyweights under 'AI Next' banner
COMPUTEX 2025 will run from May 20–23 at Taipei's Nangang Exhibition Center, spotlighting "AI Next" as its core theme. The event will host top global tech companies unveiling...
Tuesday 11 March 2025
MWC 2025: Is "Complete 5G" the industry's missing piece? GSMA says 5G SA holds key
The rapid adoption of AI is driving a surge in global data demand. Yet, 5G deployment has fallen short of industry expectations, pushing telecom operators to seek new revenue streams...
Tuesday 11 March 2025
Samsung faces growth challenges in India as prolonged labor strike disrupts operations
Samsung Electronics is facing major setbacks as labor disputes at its Sriperumbudur factory in India escalate without resolution. South Korean industry observers warn that the prolonged...
Tuesday 11 March 2025
Oracle posts mixed results as cloud demand surges
Oracle reported its financial results for the third quarter of fiscal year 2025, revealing revenue below market expectations but maintaining an optimistic outlook on long-term cloud...
Tuesday 11 March 2025
AI and 5G synergy at MWC 2025 spotlights Taiwan's role in global tech innovation
As MWC 2025 concludes, Taiwan Mobile has articulated that artificial intelligence (AI) has emerged as the primary theme of this year's exhibition. The integration of AI with 5G technology...
Tuesday 11 March 2025
Yen Sun Technology optimistic about 2025, driven by AI and automotive applications
Automotive electronics and lifestyle technology systems provider Yen Sun Technology anticipates growth momentum will come from high-end networking IT demand in 2025, driven by the...
Tuesday 11 March 2025
Non-PC product lines drive Compal February sales
Taiwanese ODM Compal Electronics has reported a February 2024 revenue of NT$67.541 billion (US$2.0 billion), up 22.1% sequentially and 17.4% year-on-year, driven mainly by shipment...
Tuesday 11 March 2025
Xiaomi launches new flagship smartphone, eye market share boost with three key strategies
Xiaomi saw strong growth in Taiwan in 2024, achieving double-digit expansion. The company's shipments of high-end smartphones surged by 30% compared to the previous year, while wearable...
Tuesday 11 March 2025
Microloops highlights strong demand for air cooling solutions, driven by launch of DeepSeek
Microloops, a heat dissipation module manufacturer, stated that with the DeepSeek AI model powered only by Nvidia's mid-range GPUs, most AI server chips require only air cooling to...
Tuesday 11 March 2025
Liteon strong earnings boosted by cloud and power shipment gains
Liteon Technology reported a consolidated revenue of NT$10.9 billion (US$330 million) for February 2025. This reflects a month-over-month decline of 10%. However, it represents a...
Tuesday 11 March 2025
HTC eyes turnaround as Google deal boosts outlook amid ongoing losses
HTC has reported continued losses in the fourth quarter of 2024 as its mobile phone and AR/VR hardware businesses struggle to gain momentum. The company remains challenged by high...
Tuesday 11 March 2025
Server ODMs to see growth momentum persist through 2H25
Taiwan-based server ODMs, having had strong sales in February, anticipate that this growth momentum will persist through the end of the second quarter and potentially into the latter...
Tuesday 11 March 2025
xAI supercharges Colossus supercomputer: Elon Musk's AI powerhouse races toward 1 million Nvidia GPUs
xAI, the artificial intelligence (AI) startup founded by Elon Musk, has acquired 1 million square feet (93,000 square meters) of land in southwest Memphis, Tennessee, for the expansion...