Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 13 June 2025

Global PMX scales key AI server component as non-auto revenue nears 50%

Taiwan's Global PMX has secured a foothold in the global AI server supply chain, becoming the sole Taiwanese vendor to deliver a critical...

Thursday 12 June 2025

China's MLCC makers carve out 10% share — How does Semco adjust course?

Chinese multilayer ceramic capacitor (MLCC) manufacturers—including Guangdong Fenghua Advanced Technology, Chaozhou Three-Circle Group, and Eyang Technology—have rapidly...

Thursday 12 June 2025

MAtek sees steady revenue growth as AI and HPC drive demand for chip testing

Semiconductor inspection leader MAtek reported consolidated revenue of NT$429 million (US$14.3 million) in May 2025, marking a 1.89% increase from the previous year despite a 2.75%...

Thursday 12 June 2025

FCS hits monthly sales record with surging AI server and EV orders

Taiwan-based injection molding machine manufacturer Fu Chun Shin (FCS) reported its highest-ever monthly revenue in May 2025, driven by robust demand from major AI server makers and...

Thursday 12 June 2025

Huawei's Pura 80 series arrives: custom silicon, AI-native OS, pro-grade cameras

Huawei has officially launched its Pura 80 smartphone series, emphasizing next-gen imaging capabilities and AI-driven photography. During...

Thursday 12 June 2025

Oracle leans on Stargate, massive deal to justify record capex and AI cloud bets

Oracle's fourth-quarter fiscal 2025 earnings call held on June 11 offered a deeper look into the company's accelerating shift toward cloud infrastructure and artificial intelligence,...

Thursday 12 June 2025

Oracle sees accelerating cloud momentum as fiscal 2025 wraps with strong growth

Oracle ended its fiscal year 2025 (ended on May 31, 2025) on a high note, reporting solid fourth-quarter results and forecasting even stronger growth in fiscal year 2026, driven by...

Thursday 12 June 2025

Posiflex plans full board re-election, leans on Acer alliance to strengthen succession and global resilience

Taiwan-based industrial PC and POS system provider Posiflex is taking steps to ensure long-term sustainability and corporate resilience, particularly as founder-led companies face...

Thursday 12 June 2025

Chinese MCU providers pivot to humanoid robots amid genAI boom

As generative AI and humanoid robotics converge, Chinese microcontroller unit (MCU) manufacturers are shifting their strategic focus away from the automotive sector toward humanoid...

Wednesday 11 June 2025

Avalue acquires majority stake in Champ Vision Display to boost vertical integration competitiveness

Industrial PC (IPC) maker Avalue Technology held its annual shareholders' meeting on June 10, 2025, reaffirming its steady growth outlook for 2025 despite ongoing exchange rate volatility...

Wednesday 11 June 2025

Apple's 'Liquid Glass' UI redesign backfires, creating opportunities for Android 16

Apple's introduction of its redesigned user interface at WWDC has elicited a range of responses from consumers, coinciding with Google's official launch of Android 16, the newest...

Wednesday 11 June 2025

OpenAI teams with Google Cloud; highlights shifting alliances in AI

OpenAI plans to onboard Google Cloud—part of Alphabet Inc.—as one of its computing infrastructure providers to meet surging demand for AI workloads, according to sources...

Wednesday 11 June 2025

Apple's WWDC AI pitch overshadowed by research paper critique of rival models

Apple's 2025 Worldwide Developers Conference (WWDC) was supposed to be a turning point for the company's artificial intelligence ambitions. Instead, it has left many in the developer...

Wednesday 11 June 2025

Google's AR comeback: Project Aura marries dual-chip design with native 6DoF precision

Google has reentered the smart glasses arena with Project Aura, an AR headset co-developed with Chinese firm Xreal and powered by Qualcomm...

Wednesday 11 June 2025

Fragmented IPC demand spurs modular shift: speed, profit stability in spotlight

Driven by Industry 4.0, smart manufacturing, and edge computing, the industrial PC (IPC) market is undergoing structural change. As deployment scenarios become more fragmented, manufacturers...

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