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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Monday 10 February 2025
China consumer electronics subsidy spurs flagship SoC competition
Chinese smartphone brands and system-on-chip (SoC) designers are showing increased optimism about demand for premium devices, driven by the country's new consumer electronics subsidy...
Monday 10 February 2025
Apple aims for ultra-thin design, with potential expansion to high-end models
Despite recent iPhone sales falling short of expectations, Apple is preparing to launch an innovative ultra-thin design for its 2025 iPhone models. This strategic move could reinvigorate...
Monday 10 February 2025
Apple rumored to unveil iPhone SE 4 and new MacBook Air in push for first-quarter revenue
Rumors suggest that Apple is set to launch new products, including the iPhone SE 4, a refreshed MacBook Air, an updated iPad Air, and a new headphone line. These launches aim to boost...
Monday 10 February 2025
Apple makes manufacturing pivot: scales back Vietnam MacBook production, ramps up India operations
Apple is shifting its strategy by scaling back its plans to expand MacBook production in Vietnam, which was expected to ramp up in late 2024. This marks a departure from its earlier...
Monday 10 February 2025
India roundup: India cuts tariffs amid Trump's tariff policy
As US President Donald Trump threatens to impose tariffs on trading partners, India has lowered its basic customs duties in its latest annual budget and is reportedly reducing the...
Saturday 8 February 2025
Ezconn rides AI data center boom with record growth, eyes 2025 expansion
Ezconn anticipates another year of strong growth in 2024, driven by robust demand from the US AI data center sector. Orders have increased significantly ahead of anticipated tariffs,...
Saturday 8 February 2025
Global PMX leverages AI and diversification to drive growth, boost margins
Global PMX, a leading manufacturer of automotive power and safety components, is driving growth through healthcare sector expansion and AI implementation. The company continues to...
Saturday 8 February 2025
World Bank: 2025 will see better global trade growth than 2024
The World Bank forecasts stronger global trade growth in 2025 compared to 2024, suggesting that US President Donald Trump's trade protectionism may have less impact on the global...
Saturday 8 February 2025
Taiwan exports experience strong growth in January 2025
Taiwan's export growth maintained its momentum in January 2025, driven primarily by artificial intelligence (AI) and high-performance computing (HPC) demand, according to statistics...
Saturday 8 February 2025
Wistron, Inventec post record January sales on robust server shipments
Taiwanese ODMs Wistron and Inventec have both reported record sales for January 2025, propelled by robust server shipments.
Saturday 8 February 2025
How Asus leverages IP royalties to keep its smartphone business afloat
Following the high-priced ROG Phone 9, Asus recently launched the Zenfone 12 Ultra, though it has yet to yield profits. Having officially entered the smartphone arena in 2003, why...
Saturday 8 February 2025
Edge AI applications accelerate deployment, benefiting IPC industry players
Despite the ongoing debates over the open-source AI model introduced by Chinese startup DeepSeek, its impact on the cost and accessibility of AI technologies is widely regarded as...
Friday 7 February 2025
Taiwan aims for 1,200PF AI computing power by 2029 amid funding concerns
Taiwan's government has set an ambitious target to expand its AI computing infrastructure to 480 Petaflops (PF) by 2029, with the potential to reach 1,200 PF through private sector...
Friday 7 February 2025
Cloud giants see slower growth amid shifting AI investment plans
Recent financial reports reveal decelerating revenue growth for leading cloud service providers, despite maintaining double-digit expansion. Industry perspectives are being shaped...
Friday 7 February 2025
Supermicro ramps up Blackwell-based AI server production amid financial scrutiny
Super Micro Computer, Inc. (Supermicro) has initiated full-scale production of its AI data center systems powered by Nvidia's next-generation Blackwell chips, with shipments expected...