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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 7 February 2025
Trump tariffs: server makers weigh production relocation, consumer tech stays put
The administration of US President Donald Trump has imposed a 10% tariff on China while granting Canada and Mexico a one-month extension before additional tariffs take effect. In...
Friday 7 February 2025
Amazon provides cautious outlook despite strong growth
In its latest earnings report, Amazon revealed that its cloud division delivered a robust performance over the past quarter, even amidst macroeconomic uncertainties. Despite this...
Friday 7 February 2025
Amazon acknowledges FX impacts, sees promise in DeepSeek and AI inference
During the earnings call that followed the release of Amazon's financial results, senior executives acknowledged the adverse effects of foreign exchange fluctuations while expressing...
Friday 7 February 2025
Apple's China focus thrusts it into center of geopolitical fight
Apple Inc., which counts China as its biggest manufacturing hub and the US as its largest market, is now at the center of an escalating geopolitical fight that threatens to span tariffs...
Friday 7 February 2025
Samsung eyes steady 2025 smartphone growth fueled by Galaxy S25 surge
Samsung Electronics expects smartphone market development to be stable in 2025, with the main risk factor being the volatility of exchange rates.
Friday 7 February 2025
Japanese component makers ride AI server, data center wave
Artificial intelligence (AI) and data center demand are emerging as key performance drivers for Japanese electronic component makers such as Murata Manufacturing, while performance...
Friday 7 February 2025
Taiwan ramps up B5G satellite push, tackles tech bottlenecks
Taiwan is accelerating its B5G satellite development with a dual-track strategy of in-house manufacturing and procurement, as the Executive Yuan convened a "Strategic Review Board...
Thursday 6 February 2025
Top Chinese cloud platforms rally behind DeepSeek as AI 'black swan' redefines cloud intelligence
Amid rising US restrictions on China's tech sector, leading Chinese cloud computing and AI companies are forging alliances with DeepSeek to challenge global industry leaders and expand...
Thursday 6 February 2025
Meta and Google accelerate smart glasses development amid Asian supply chain challenges
Meta and Google are intensifying their focus on smart glasses development, with 2025 emerging as a crucial year for innovation in this sector.
Thursday 6 February 2025
Taiwan's 5G adoption lags behind Japan and South Korea despite superior speeds
Taiwan's 5G adoption rate continues to trail behind Japan and South Korea, primarily due to a lack of compelling applications and high user satisfaction with existing 4G services...
Thursday 6 February 2025
Taiwan machine tool exports down 15%; government turns to AI to help address industry woes
Taiwan's total machine tool exports dropped 14.8% year-over-year to US$2.218 billion in 2024, prompting the government to introduce measures aimed at revitalizing the industry. The...
Thursday 6 February 2025
Jinpao Precision sees sustained demand for AI server cabinets
Amid the furor surrounding the shock emergence of DeepSeek, strong financial results from the AI server supply chain show that demand remains strong. Chassis maker Jinpao Precision...
Thursday 6 February 2025
Qualcomm projects flat smartphone market growth despite strong 1Q25 results
Although Qualcomm delivers better-than-expected financial performance across its business, the company expects flat smartphone growth in 2025, impacting its licensing business in...
Thursday 6 February 2025
Premiumization drives Qualcomm's 1Q25 growth amid flat mobile market, cites TSMC price hikes and DeepSeek's impact
During an earnings call on February 6, 2025, Qualcomm's senior executives highlighted the company's success in premium market segments despite overall smartphone market stagnation...
Thursday 6 February 2025
China mulls antitrust probe into Apple's App Store fees and policies
China's antitrust watchdog is evaluating a possible investigation into Apple's App Store policies and developer fees, a move that could heighten tensions between Beijing and Washington...