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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 26 February 2025
Tech giants have pledged over US$1 trillion in US investment, so far
On February 24, Apple Inc. became the latest company to pledge hundreds of billions of dollars in US investments for which President Donald Trump claimed credit.
Wednesday 26 February 2025
Is Apple's US$500 billion US bet a turning point? Foxconn's strategic moves suggest so
As US tariffs on Mexico and Canada approach implementation after a one-month delay, manufacturers are reassessing US-based production strategies. Apple has pledged a US$500 billion...
Wednesday 26 February 2025
Super Micro's late filing: sales miss, Nasdaq cleared
In a delayed filing, Super Micro Computer announced net sales of US$5.68 billion, which did not meet the anticipated targets. The company successfully met Nasdaq's compliance requirements,...
Wednesday 26 February 2025
Dixon Technologies eyes expansion of electronics manufacturing footprint
Dixon Technologies, India's largest electronics manufacturing services (EMS) provider, has experienced rapid annual growth and is looking to double revenue, demonstrating that "Make...
Tuesday 25 February 2025
Flexium aims for profitability through AI server supply chain integration
Flexium, a flexible circuit board manufacturer, held an investor briefing indicating that 2024 will be a year of transformation challenges. After the operational low in the fourth...
Tuesday 25 February 2025
Chroma ATE hits record 2024 profits, targets 2025 growth in semiconductors, AR glasses, and AI servers
Chroma ATE, Taiwan's leading supplier of automated testing and measurement equipment, achieved a milestone in 2024, posting its highest post-tax net profits in 40 years. Looking ahead...
Tuesday 25 February 2025
What to know about Apple's US$500 billion investment in US semiconductor supply chain
Apple has unveiled an ambitious plan to invest over US$500 billion in the US over the next four years—a move designed to supercharge American innovation, high-skilled manufacturing,...
Tuesday 25 February 2025
Oppo expands market share in Southeast Asia and Latin America
Oppo has expanded its footprint in Southeast Asia and Latin America, successfully leveraging local conditions to secure a significant market share.
Tuesday 25 February 2025
Taiwan supply chain giants converge at Nvidia GTC 2025
The annual Nvidia GTC conference will be held from March 17 to 21, 2025, in San Jose, California. Due to rapid upgrades in AI hardware and software and widespread applications, the...
Tuesday 25 February 2025
Apple plans to add 20,000 US jobs to seek relief from Trump tariff threats
Apple, seeking relief from US President Donald Trump's tariffs on goods imported from China, said that it will hire 20,000 new workers and produce AI servers in the US.
Tuesday 25 February 2025
Global server shipments to slip less than 5% in 1Q25, but volumes in 2024 stay growing YoY, says DIGITIMES
The global server shipments are expected to see a mild decline of 3.8% in the first quarter of 2025 and among US-based cloud service providers (CSPs), Meta will maintain a relatively...
Tuesday 25 February 2025
Apple's iPhone 16e boosts OLED demand, SDC and LGD adjust strategies for stronger sales and recovery
Apple recently unveiled the iPhone 16e, its first budget iPhone model that features an OLED display. Analysts now speculate that Samsung Display (SDC), once less invested in the affordable...
Tuesday 25 February 2025
Chief Telecom expects record revenue and profit in 2025
Following the transition of Chief Telecom's LY2 AI data center to commercial operation, company chairman Hong-jia Shao expects revenue and profit will reach new heights in 2025.
Monday 24 February 2025
Trump's claim of 'hundreds of billions' Apple US investment could take a decade to materialize
A recent meeting between Apple CEO Tim Cook and US President Donald Trump led to the president announcing that Cook plans to invest hundreds of billions of dollars in the US and relocate...
Monday 24 February 2025
Metalens technology will likely co-exist with conventional optics
Smartphone development has trended toward increasing camera pixel counts while shaving off device weight. Under these design considerations, industry sources have reported that Apple...