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Mobile, telecom, computing trends
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Thursday 9 October 2025
AI surge drives new era in sealed, corrosion-resistant connector design
The global AI boom is fueling demand for high-performance servers, pushing liquid cooling to the forefront of data center architecture to handle GPU power and density. Research firms...
Thursday 9 October 2025
Taiwan pushes ahead with InnoTech Expo 2025 amid US chip tariff threat
The Taiwan InnoTech Expo (TIE) 2025 will take place as scheduled on October 16–18 at the Taipei World Trade Center Hall 1, signaling confidence in Taiwan's innovation momentum...
Thursday 9 October 2025
Lessons Taiwan should learn from China's involution
In recent years, China's traditional industries and those with lower technical barriers have faced intensifying competition, with bad money driving out good. This trend threatens...
Thursday 9 October 2025
Cisco launches new router and chip to link AI data centers across long distances
Cisco Systems introduced a new high-capacity routing system and networking chip designed to connect data centers handling artificial intelligence (AI) workloads over vast distances,...
Thursday 9 October 2025
HPE sees rising AI demand in Taiwan and Hong Kong, targets enterprise support with Juniper acquisition
Hewlett Packard Enterprise (HPE) is intensifying its focus on artificial intelligence (AI) adoption in Taiwan and Hong Kong amid increasing demand across multiple sectors, particularly...
Thursday 9 October 2025
Taiwan's ODMs report strong revenue growth fueled by AI server demand in 3Q25
Taiwan's leading ODMs have posted significant revenue and shipment growth in September and the third quarter of 2025, driven primarily by robust demand for AI servers. Companies including...
Thursday 9 October 2025
Taiwan's semiconductor playbook finds new home in Arizona
Taiwan has become Arizona's blueprint for semiconductor success. At the Arizona Semiconductor Leadership Day forum held prior to 2025 SEMICON West, the island emerged as more than...
Wednesday 8 October 2025
Dell doubles down on AI boom, raises growth forecasts through 2030
Dell has announced a significant upward revision of its revenue and profit growth targets for the next four years, signaling the company's robust confidence in the long-term demand...
Wednesday 8 October 2025
China and Taiwan chart diverging paths in the 12-Inch SiC market
In the high-stakes arena of silicon carbide (SiC) innovation, a quiet transformation is underway. While much attention has focused on non-Chinese supply chains entering advanced packaging...
Wednesday 8 October 2025
MiTAC partners with Tonomia to build sustainable AI infrastructure
MiTAC Computing Technology Corporation, a subsidiary of MiTAC Holdings, has announced the signing of a memorandum of understanding (MOU) with Belgian innovator Tonomia, which focuses...
Wednesday 8 October 2025
Topco and partners showcase semiconductor solutions at SEMICON West 2025
SEMICON West 2025, one of the major semiconductor exhibitions, is being held in Phoenix, Arizona. Topco Scientific is participating alongside fourteen partners from Japan and Taiwan,...
Wednesday 8 October 2025
Samsung China targets premium market with W26 high-end foldable smartphone
Samsung Electronics is set to release a new high-end foldable smartphone designed specifically for the Chinese market, aiming to break into China's price-competitive smartphone landscape...
Wednesday 8 October 2025
Oracle's cloud business reportedly posts just 14% gross margin despite AI demand
Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.
Wednesday 8 October 2025
UMT secures NT$400 million in LEO satellite orders as 4Q25 shipments set to surge
Universal Microwave Technology (UMT), a manufacturer of low Earth orbit (LEO) satellite and high-frequency communications components, has benefited from the continued advancement...
Wednesday 8 October 2025
Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26
OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand...