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Global supply chain: Mobile, telecom, computing
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Tuesday 8 April 2025
Trump tariffs make India an attractive iPhone export hub
Apple is ramping up iPhone exports from India to the US in response to new tariffs imposed by US President Donald Trump, seeking to shield its margins without raising retail prices—for...
Tuesday 8 April 2025
Tech braces for tariff tsunami: DIGITIMES analysts break down impact across six key sectors
As Donald Trump ramps up his tariff-heavy trade agenda in a bid to bring manufacturing back to US soil, Taiwan's tech and manufacturing sectors are bracing for impact—again...
Tuesday 8 April 2025
AI server ODMs scramble to ship from Mexico amid USMCA and ongoing tariff uncertainties
The Trump administration's push for reciprocal tariffs has sent shockwaves through the global electronics industry. While the server market initially appeared shielded, a closer look...
Tuesday 8 April 2025
Samsung logs profit beat with boost from Galaxy smartphones
Samsung Electronics Co.'s quarterly profit beat expectations after strong demand for its Galaxy S25 smartphones and legacy DRAM outpaced slipping margins in the high-stakes AI memory...
Monday 7 April 2025
Cloud growth drives Foxconn's March revenue to NT$552.125B
Driven by the continued growth of AI server cloud network products, system manufacturing leader Foxconn reported a revenue of NT$552.125 billion (approx. US$16.7 billion) for March...
Monday 7 April 2025
Oppo expanding AI ecosystem
In the wake of the AI boom, Chinese vendor Oppo aims to sell more than 100 million AI handsets in 2025, with a strategic focus on the promotion of its midrange and high-end product...
Monday 7 April 2025
No retaliation: Taiwan aims to stabilize US trade ties after tariff hike
Taiwan President William Lai (Lai Ching-te) delivered a national address on Sunday in response to the US decision to impose a 32% tariff on Taiwanese exports, part of the Trump administration's...
Saturday 5 April 2025
Wistron accelerates US expansion as US announces 32% tariffs on Taiwan
In a move against the US reciprocal tariffs, Taiwan-based Wistron Corporation has announced a substantial investment in a new US subsidiary focused on AI product manufacturing. The...
Saturday 5 April 2025
Trump's tariff shock: Quanta hit hard, Wiwynn and Inventec catch a break
The implementation of equal tariffs by the US has taken the industry by surprise, leading to significant changes in the server supply chain. Initially, original design manufacturers...
Friday 4 April 2025
Will Trump's sweeping tariffs drive notebook makers back to China?
The Trump administration has implemented reciprocal tariffs globally, leaving the notebook (NB) electronics manufacturing sector in shock. Production bases in Southeast Asia, which...
Friday 4 April 2025
Taiwan decries US's 32% tariff as unfair, announces NT$88 billion response plan
On April 3, US President Trump announced a reciprocal tariff scheme that will impose tariffs of up to 32% on Taiwan. In response, the Executive Yuan held a press conference on the...
Friday 4 April 2025
Uncertainty in BBU and EDLC design may delay GB300 launch
Nvidia's high-end AI server, the GB300, made its official debut along with its peripheral components at Nvidia GTC 2025, with release expected in the third quarter. Market rumors...
Thursday 3 April 2025
Trump's 32% tariff on Taiwan exempts chips but hits key tech exports
US President Trump announced a reciprocal tariff rate of up to 32% on Taiwan, exceeding expectations (however, items such as steel, aluminum, copper, pharmaceuticals, and semiconductors...
Thursday 3 April 2025
Taiwanese chip manufacturers are optimistic about the telecom market recovery with Wi-Fi 7 adoption in 2025
The demand for telecom chips is one of the relatively stable applications driving recovery momentum in 2025. So far, Taiwanese chip manufacturers maintain a positive outlook for the...
Wednesday 2 April 2025
Apple faces AI challenge in China as local competition intensifies
As China rapidly advances in artificial intelligence, local smartphone brands are integrating AI technology to strengthen their market positions. Meanwhile, Apple has yet to launch...