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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 30 June 2025
Indian Reliance Jio expected to lead world FWA user base in 2025
Reliance Jio, India's largest wireless operator by subscribers, is projected to overtake global competitors to become the largest fixed wireless access (FWA) service provider by subscriber...
Monday 30 June 2025
GMI aims for full-year revenue growth in 2025, fueled by AI and automotive projects
Facing external challenges such as US tariffs, exchange rates, and interest rates, IC distributor GMI stated that despite numerous market uncertainties, it expects its operational...
Monday 30 June 2025
Chinese server component exports to US surge despite tariffs, driven by AI server demand and local assembly push
Despite the Trump administration's implementation of high tariffs on Chinese imports without granting China the grace periods afforded to other trade partners, the volume of server...
Monday 30 June 2025
Mitac Holdings expands North American server production facilities amid AI-driven demand surge
Mitac Holdings Corporation is rapidly expanding its server production capacity in North America, driven by strong demand for artificial intelligence applications. The company recently...
Monday 30 June 2025
AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second...
Friday 27 June 2025
Q3 outlook: smartphone industry weighs tariff risks against product launch momentum
As the calendar turns to the third quarter of 2025, the global smartphone industry finds itself at a critical juncture, shaped by a complex mix of geopolitical tensions, tariff uncertainty,...
Friday 27 June 2025
Taiwan Mobile achieves growth from transformation to tech service provider
Taiwan Mobile has achieved significant results in both the consumer and enterprise market segments, thanks to its transformation from merely a telco firm to a tech service provider...
Friday 27 June 2025
Alibaba Cloud to deploy AI models worldwide with US$52 billion infrastructure push
Alibaba Cloud, the cloud computing arm of Chinese tech giant Alibaba Group, plans to expand access to its proprietary and third-party artificial intelligence models across more of...
Thursday 26 June 2025
AWS customer distribution analysis: Asia-Pacific ranks third with untapped potential
Amazon Web Services (AWS) currently serves approximately 4.2 million customers worldwide, with startups making up 70% of this base, according to recent industry research. The US remains...
Thursday 26 June 2025
Macroeconomic turbulence clouds 3Q25 outlook; global annual auto sales hold steady
Global economic instability—fueled by US tariffs and escalating geopolitical tensions, particularly the Israel-Iran conflict—is clouding expectations for a supply chain...
Thursday 26 June 2025
Taiwan opens satellite phone frequency applications while restricting Chinese smartphone access
Taiwan announced new satellite mobile communication frequency applications but imposed localization requirements that effectively bar Chinese smartphones from using direct-to-satellite...
Thursday 26 June 2025
Jensen Huang eyes physical AI as US manufacturing begins
At Nvidia's 2025 annual shareholder meeting, CEO Jensen Huang presented the company's strategic outlook for the coming decade, emphasizing the critical role of AI infrastructure,...
Thursday 26 June 2025
Taiwan telcos slow to embrace satellite phones despite approval
Taiwan's telecommunications operators remain cautious about satellite phone services even after regulators cleared the way for applications, highlighting challenges in a market seeking...
Thursday 26 June 2025
GB300 shipments boost exports; private investment in 2025 expected to reach NT$5.7 trillion
Chin-Ching Liu, chairman of the National Development Council (NDC), stated during a briefing at Taiwan's Economic Committee on June 25 that manufacturers' annual shipments are usually...
Thursday 26 June 2025
Google DeepMind launches offline-capable robotics AI model
Google DeepMind has unveiled Gemini Robotics On-Device, the first cloud-independent robotics model capable of performing complex tasks without internet connectivity. This AI model...