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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
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...
Tuesday 11 February 2025
Top 4 global smartphone trends shaping 2025
The global smartphone market is set to expand, with demand projected to exceed 1.2 billion units in 2024 and grow further by 2% to 4% in 2025, fueled by the rising shipment of affordable...
Tuesday 11 February 2025
AI servers drive Foxconn's January revenue up 3.16% YoY
Foxconn reported NT$538.666 billion (US$16.4 billion) in revenue for January 2025, marking a year-over-year increase of 3.16% despite the Lunar New Year holiday impact. The company...
Tuesday 11 February 2025
Chenbro Micom reports robust January revenue
Chenbro Micom, a server chassis specialist, has achieved its highest January revenue in 2025 compared to the same period in previous years.
Tuesday 11 February 2025
Pegatron sees steady January performance amid transition
Pegatron posted NT$105.322 billion (approx. US$3.2 billion) in monthly revenue for January 2025, marking a monthly increase of 2.8%, according to the company's latest financial report...
Tuesday 11 February 2025
U-Best sees stable shipments of flexible HC materials as foldable phone market expands
Taiwan-based polymer materials supplier U-Best Innovative Technology is experiencing steady growth in shipments of hard coat (HC) films for flexible displays as demand for foldable...
Tuesday 11 February 2025
Mitac's January revenue surges 168% on US data center demand
Mitac experienced robust growth in the fourth quarter of 2024, driven by strong demand from US data center clients. The company has successfully transitioned from motherboard shipments...
Tuesday 11 February 2025
Amazon expects Trainium chip series to reach 4th gen amid growing adoption
Amazon has revealed that its in-house designed Trainium 2 processor is gaining traction among potential users, including Qualcomm, who are participating in its early-stage evaluation...
Tuesday 11 February 2025
Nokia names Intel AI chief as new CEO in strategic shift
In an unexpected development, Nokia revealed a CEO transition plan for March 2025, which analysts interpret as a strategic pivot from networking equipment toward data centers and...
Tuesday 11 February 2025
Microsoft hit by French antitrust probe over rivals' Bing access
Microsoft Corp. is under investigation from the French antitrust authority amid concerns the US tech giant is degrading the quality of results when smaller rivals pay to use Bing...
Tuesday 11 February 2025
Huawei boosts smartwatch sales by registering them as medical devices
Huawei Technologies Co. has found an unlikely way to boost sales of its latest smartwatches in the face of sluggish consumer spending in China: by registering them as medical devic...
Tuesday 11 February 2025
China's Google antitrust probe risks potential tech sector blowback
China has opened an antitrust investigation into Google, in what analysts view as a retaliatory move against heightened US tariffs. While Google's presence in China is minimal, industry...
Tuesday 11 February 2025
NAND prices rise as memory market shows recovery signs
Following production cuts by NAND flash manufacturers and the resolution of inventory destocking issues in China's sector, industry supply chain sources indicate that NAND spot pricing...