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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 18 July 2025
FWA has huge growth potential in Taiwan
Fixed wireless access (FWA) is only playing second fiddle to fiber in Taiwan's broadband market. Despite that, FWA is far from being just an optional technology, as it offers huge...
Friday 18 July 2025
Foldable smartphone brands strategize to break growth plateau
The foldable smartphone space is buzzing with increased support from brands, hardware innovations, and generative AI enhancements. Since the release of Samsung's Galaxy Z Fold 7,...
Friday 18 July 2025
Pegatron chair hails Indonesia tariff cut, urges balance in US-China AI strategy
Pegatron Chairman T.H. Tung welcomed the sharp reduction in US tariffs on Indonesian exports to 19%—the lowest among Asian countries to date—as a timely boost for the...
Friday 18 July 2025
Nvidia's return to China faces trust deficit as domestic rivals gain ground
Nvidia announced at China's International Supply Chain Expo that its H20 chips received US government approval to resume sales in the world's second-largest economy, marking a pivotal...
Friday 18 July 2025
Corning locks in on China investments amid intensifying US-China tensions
Leading US glass substrate manufacturer Corning stated that China is the only market outside of the US that has deployed all five of its major business segments. Corning's accumulated...
Friday 18 July 2025
TSMC raises revenue outlook as AI demand offsets consumer electronics weakness
TSMC lifted its full-year dollar revenue forecast and signaled stable second-half orders, providing relief to a supply chain grappling with tariff uncertainties and softening consumer...
Friday 18 July 2025
Chunghwa Telecom targets AI cloud network needs with new submarine cable
Chunghwa Telecom (CHT), Taiwan's largest integrated telecommunications operator, announced last month it would invest more than NT$2.4 billion (approx. US$81.6 million) in the new...
Friday 18 July 2025
China subsidies losing steam in attempt to rescue flopping smartphone market
It was previously expected that China's consumer subsidies would offset the smartphone demand decline in the US caused by the reciprocal tariffs. However, the actual subsidy impact...
Thursday 17 July 2025
From oil to algorithms: Nvidia's rise marks shift in global power structure
A major power shift is underway in the global industrial landscape. Once dominated by financial and energy giants, especially in the early 2000s, the world's top companies by market...
Thursday 17 July 2025
Deloitte Forum: Taiwanese firms urged to realign supply chains amid US-Vietnam trade shifts and emerging multipolar world
At a forum hosted by Deloitte Taiwan on July 15, titled "Navigating the US-Vietnam Trade Shift: Strategies for Taiwanese Businesses," experts...
Thursday 17 July 2025
Taiwan pushes for sub-25% US tariff, citing strong strategic contributions
As the US recalibrates its tariff rates for global trade partners, Taiwan is striving to secure a rate below 25%, arguing that its economic and strategic contributions rival or even...
Thursday 17 July 2025
Wistron pours US$45 million into California plant expansion, eyes closer ties with Nvidia
Wistron is ramping up its artificial intelligence efforts in the US, announcing a US$45 million investment to expand production at its California facility. The company's board approved...
Thursday 17 July 2025
H20 back online in China — IC design houses, cloud AI chipmakers breathe sigh of relief
The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's...
Thursday 17 July 2025
Can GlobalFoundries' MIPS move chip away at Arm's edge AI dominance?
While Intel's new CEO Lip-Bu Tan is still pondering how to find a path forward for its foundry business, US-based semiconductor foundry giant GlobalFoundries (GF) recently announced...
Wednesday 16 July 2025
Semco targets automotive, industrial MLCCs amid AI surge
Generative artificial intelligence (AI) and autonomous driving technologies are fueling structural growth in multilayer ceramic capacitors, with AI servers and automotive electronics...