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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 4 February 2025
CSPs embrace DeepSeek as AI infrastructure spending surges
China's AI startup DeepSeek has emerged as a significant player in the AI landscape. While some US government offices have restricted DeepSeek's use, Amazon's AWS and Microsoft have...
Tuesday 4 February 2025
Taiwan server ODMs see DeepSeek upside
The emergence of Chinese AI model DeepSeek has sparked concerns over demand for high-end AI servers, raising fears of a potential blow to Taiwan's server ODMs. However, industry insiders...
Tuesday 4 February 2025
Apple blasts EU app laws after first porn app comes to iPhones
Apple lambasted the EU's Digital Markets Act after the first known porn app for the iPhone arrived on the company's devices in the region.
Monday 3 February 2025
Trump 2.0 prospects: tariffs spark potential three-way supply chain realignment
President Trump's administration has escalated trade tensions since taking office, implementing a 25% tariff on goods from Canada and Mexico and a 10% tariff on Chinese imports since...
Monday 3 February 2025
OpenAI unveils plans for AI devices to rival smartphones
In a recent interview, OpenAI CEO Sam Altman unveiled plans to develop a generative AI-powered device aimed at replacing smartphones. Through this ChatGPT-optimized device, OpenAI...
Monday 3 February 2025
Apple surpasses 10% market share in India as MediaTek leads smartphone SoC market
In 2024, India experienced slight growth in smartphone shipments but saw a significant increase in revenue driven by premiumization. MediaTek maintained its lead in the smartphone...
Monday 3 February 2025
US-Sino tariff war: limited immediate impact, long-term risks looms
According to Bloomberg Intelligence (BI) economists Chang Shu and David Qu, the latest 10% tariff hike on Chinese goods shifts the next move to Beijing. Signed by President Donald...
Wednesday 29 January 2025
In-depth analysis: Key takeaways on AI glasses ecosystem from CES 2025
At a recent post-CES 2025 analysis seminar, DIGITIMES analyst Brandon Fang stated that AI glasses are set to become the next hot product.
Monday 27 January 2025
EMS Watch: Taiwan leads AI servers, China bets big on edge computing
As 2024 came to a close, major companies unveiled their preliminary financial reports. Simultaneously, Nvidia CEO Jensen Huang toured Taiwan, hosting key industry leaders. With the...
Monday 27 January 2025
Taiwan's 2025 AI outlook: data center transformation and sovereign AI
The rise of generative AI has elevated Taiwan's global standing, as it plays a crucial role in providing the hardware for AI computing. In the last two years, Taiwan has experienced...
Friday 24 January 2025
From titans to transitions, what's left for HTC and VIA?
Before the Lunar New Year, HTC disclosed that a portion of its extended reality (XR) research and development team would be incorporated into Google during the first quarter of 2025...
Friday 24 January 2025
Nvidia CEO's China visit showcases strategic ties with rising robotics unicorns
When Taiwanese media reported on Nvidia CEO Jensen Huang dining with TSMC, supply chain partners, and AI server company executives, curiosity arose about the VIPs accompanying Huang...
Friday 24 January 2025
Stargate initiative reveals tensions between OpenAI and Microsoft
The Stargate project, a landmark US$500 billion joint venture announced by US President Donald Trump in early 2025, has exposed growing tensions between OpenAI and Microsoft. While...
Friday 24 January 2025
Taiwan auto parts maker drives growth with AI healthcare focus while expanding core business
Taiwan-based Global PMX, a major manufacturer of automotive powertrain and safety components, has successfully expanded its presence in AI-powered digital healthcare and other sectors...
Friday 24 January 2025
Global server shipments to see CAGR of 4% from 2024-2029, says DIGITIMES Research
Global server shipments are projected to grow at a compound annual growth rate (CAGR) of 4% from 2024 to 2029. However, in 2025, the recovery momentum for servers is expected to be...