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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Thursday 20 February 2025
Taiwan's semiconductor dominance: Strategic asset or economic vulnerability?
As US President Donald Trump continues to make statements about Taiwan's semiconductor industry, concerns are rising that the US might replicate its past tactics of undermining Japan's...
Thursday 20 February 2025
Apple develops first custom 5G modem for iPhone 16e, reducing Qualcomm dependence
Apple has unveiled the iPhone 16e featuring the company's first in-house developed 5G modem chip, named the Apple C1. The new modem, which the company claims is the most energy-efficient...
Thursday 20 February 2025
xAI Grok 3 overcomes training bottleneck with liquid cooling
Elon Musk's xAI has unveiled its latest AI large language model (LLM) Grok 3, which the company claims is the most powerful AI model on Earth. The development team revealed they encountered...
Thursday 20 February 2025
Supply chain implications of iPhone 16e reveal Apple's strategic shifts
Apple's latest iPhone 16e combines premium features with affordability, marking several strategic shifts in the company's supply chain and manufacturing approach. While consumers...
Thursday 20 February 2025
DeepSeek competition forces Baidu to reverse AI strategy
A recent summit for private entrepreneurs in Beijing, attended by tech leaders including Alibaba founder Jack Ma and Huawei founder Zhengfei Ren, has drawn attention to the notable...
Thursday 20 February 2025
Grok 3 launch drives AI server demand spike
Recent developments in artificial intelligence have intensified the competition among tech giants, as Elon Musk's xAI unveiled Grok 3, which the company claims to be the most powerful...
Thursday 20 February 2025
iPhone 16e debuts with Apple's custom C1 modem – Will emerging markets bite?
Apple has introduced the assembled-in-India iPhone 16e, the latest model in the iPhone SE series, featuring a C1 modem chip and integrated Apple Intelligence. However, analysts question...
Wednesday 19 February 2025
Huawei takes Mate XT global, yet premium price and GMS absence could hinder adoption
Huawei officially unveiled its Mate XT, the world's first tri-fold smartphone, at a launch event in Kuala Lumpur, Malaysia, on February 18, 2025. The company announced plans for a...
Wednesday 19 February 2025
Trump's plan for display tariffs could boost Korean OLED market while pressuring Apple
South Korean panel manufacturers see potential benefits from the Trump administration's consideration of additional display tariffs, as higher prices for Chinese LCD products could...
Wednesday 19 February 2025
Apple's self-made wireless chips push suppliers to adapt
Apple is ramping up efforts to develop its own wireless connectivity chips, signaling a shift away from suppliers. The company is advancing in modem, Wi-Fi, and RF chip development,...
Wednesday 19 February 2025
Trump targets auto, chip, and drug imports with 25% tariffs
US President Donald Trump has announced plans to impose a 25% tariff on imported automobiles, pharmaceuticals, and semiconductor chips, a decision that could disrupt global supply...
Wednesday 19 February 2025
Arm shows signs of transformation into chip development; cloud ASIC becomes primary battlefield
Recent market rumors suggest that Arm is entering the chip development battleground, with Meta's cloud computing chip as its first product. Many are concerned that this indicates...
Wednesday 19 February 2025
Inventec to expand server production in Texas
Richard Lee, chairman of the Taiwan Electrical and Electronic Manufacturers Association (TEEMA), revealed on February 18, 2025, that a major server manufacturer will announce an expansion...
Wednesday 19 February 2025
MediaTek takes lead in satcom: pioneering global standards for 6G era
While many major players in the communications supply chain have scaled back investments in satellite technology, MediaTek continues to push forward. The company consistently showcases...
Wednesday 19 February 2025
Chunghwa Telecom drives growth with strategic investments; three subsidiaries set for IPOs in 2025
Taiwan's telecom giant Chunghwa Telecom has been actively expanding its strategic investments, growing its portfolio to 47 companies beyond its core businesses. In 2025, three subsidiaries—International...