CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 13 February 2025
DeepSeek emerges as China's AI powerhouse, raising competitive stakes for Apple
During Qualcomm's latest earnings call, CEO Cristiano Amon described DeepSeek-R1 as a turning point for the AI industry, driving the shift of AI inference from the cloud to edge devices...
Thursday 13 February 2025
Smartphone premiumization in India slows, Apple makes top 5 for the first time
In 2024, India's smartphone market saw a slowdown in premium device sales, with growth expected to come from low-to-mid-range models in 2025. Despite this, Apple experienced a 34%...
Thursday 13 February 2025
Manufacturing boosts Taiwan economy thanks to AI and cloud services
Taiwan boasts advanced industrial clusters for semiconductors, AI servers, and network communications, which contribute to the country's substantial manufacturing sector. Aside from...
Thursday 13 February 2025
Taiwanese AI server assembly may not shift abroad; air freight value-added facilities aim for year-end completion
Foxconn chairman Young Liu announced plans in October 2024 to build a massive GB200 server factory in Mexico, but products entering the US from Mexico could face new tariff barriers...
Thursday 13 February 2025
DeepSeek expected to speed up on-premise server deployment, slowing large-scale AI investments in China
The list of companies using DeepSeek continues to grow, already including Tencent Holdings, Moore Threads, Huawei Technologies, and Lenovo Group. Now the question is, what impact...
Thursday 13 February 2025
Cisco forecasts robust future growth amid strong networking demand
Cisco Systems reported robust financial results with a 9% revenue increase to US$14 billion, driven by heightened demand for networking infrastructure and strategic execution of its...
Thursday 13 February 2025
SEA smartphone shipments see 11% YoY increase in 2024; Chinese companies dominate top spots
Canalys reported on February 11, 2025, that Southeast Asia's smartphone market rebounded in 2024, growing 11% year-over-year after two years of decline, with 96.7 million units shipped...
Wednesday 12 February 2025
Supermicro lowers 2025 forecast on Nvidia delays, targets US$40 billion revenue by 2026
Super Micro Computer (Supermicro) has lowered its 2025 projections due to delays in Nvidia's Blackwell GPU shipments. However, the company still expects to reach US$40 billion in...
Wednesday 12 February 2025
AI drives mobile brands to carve out competition, Taiwan's market share heats up in 2025
In 2024, Taiwan's smartphone shipments are projected to surpass 5 million units, driven by the expanding influence of generative AI technologies. Despite the challenges of inflation,...
Wednesday 12 February 2025
Apple reportedly drops DeepSeek, partners with Alibaba on China AI integration
Apple is partnering with Alibaba Group to introduce artificial intelligence features in China, strengthening its position in a crucial market where it has struggled to establish a...
Wednesday 12 February 2025
Samsung Galaxy S25 sees strong pre-orders as AI shortens upgrade cycle
Samsung Electronics unveiled its latest flagship, the Galaxy S25, on February 10, with pre-order pickups for retailers starting on February 11. According to Jacob Chen, GM of Samsung...
Wednesday 12 February 2025
Why are Quanta and Foxconn unfazed by GB200 delivery delays?
The revenue figures for January 2025 from Quanta and Foxconn have achieved historical highs despite reports of delivery delays and low yield rates for Nvidia's GB200. This has led...
Wednesday 12 February 2025
Chunghwa Telecom aims to exceed NT$1 trillion market value with six key strategies
Chunghwa Telecom Chairman Alex Chien stated that in 2024, despite facing risks from geopolitical tensions, rising electricity prices, and natural disasters, the group aims to achieve...
Wednesday 12 February 2025
DeepSeek to drive 107% annual growth in China smart glasses market
Chinese AI startup DeepSeek has captured global attention in recent weeks with its R1 inference model, which the company claims matches OpenAI's o1 model in performance while requiring...
Tuesday 11 February 2025
Declining consumer power and intensifying competition challenge iPhone sales in China
The sales performance of the new iPhone series in the Greater China region has not shown improvement from 2024, seemingly confirming many market forecasts that suggest iPhone growth...