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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Monday 15 September 2025
Ant Group debuts humanoid robot R1 in Shanghai, with cooking and caregiving skills
Shanghai-based Ant Lingbo Technology, a subsidiary of Ant Group, has introduced its first humanoid robot, the R1, at the Inclusion Conference in Shanghai. The robot demonstrated its...
Monday 15 September 2025
Taiwan’s quantum push under review as progress slows
Ever since Academia Sinica announced a 5-qubit superconducting quantum computer in January 2024, and National Tsing Hua University unveiled a photonic quantum computer capable of...
Monday 15 September 2025
India roundup: China closely watches India's role in Apple supply chain
Apple's recently launched iPhone 17 series has garnered significant global attention, with Chinese media focusing on the comparison between China and India in the company's supply...
Sunday 14 September 2025
Beyond the data center: Nvidia’s GB10 and DGX Spark mark a new phase in its AI strategy
At the recent Hot Chips 2025 conference, Nvidia detailed its latest GB10 system-on-chip (SoC) architecture, representing a miniaturized application of the Blackwell GPU architecture...
Sunday 14 September 2025
Rigetti sees quantum computers joining data centers within five years
Quantum computing developer Rigetti Computing has projected that the technology will become commercially viable when it is integrated into existing data centers, delivering clear...
Saturday 13 September 2025
Google Cloud backlog exceeds US$106B, three AI business models drive record revenue in 2Q25
Google's cloud computing service, Google Cloud, has become its most important growth engine. CEO Thomas Kurian recently stated at the Goldman Sachs Communacopia + Technology Conference...
Friday 12 September 2025
Taiwan Mobile CIO: AI sparks 'reversing specialization' evolution, driving B2C- to- B2B shift
As generative AI matures, the traditional division of labor within enterprises is undergoing a profound transformation. At Taiwan Mobile's D.E.E.P. Tech Day 2025 on September 9, 2025,...
Friday 12 September 2025
Oracle rides AI wave with massive contracts and bullish outlook
Oracle is rapidly shaking off its reputation as a laggard in cloud computing, with new AI contracts and a strong outlook pushing its growth plans into overdrive.
Friday 12 September 2025
Taiwan Mobile invests NT$930 million to capture AI opportunities, forecasts triple-digit growth in cloud and AI business
Generative AI has moved beyond the "model arms race" into practical deployment, and Taiwan Mobile (TWM) is moving quickly to capitalize on the momentum. Company president Jamie Lin...
Friday 12 September 2025
China's Lightstar targets record localization in optical passive components amid tariff pressures
China's drive for technology self-sufficiency is transforming the communications supply chain. Shenzhen-based Lightstar Technology expects localization of advanced optical passive...
Friday 12 September 2025
Samsung to debut tri-fold phone as early as October, 50K units to hit Korea and China first
Samsung Electronics' new tri-fold smartphone has received Korea Certification (KC) approval, signaling that its launch is imminent. Building on the strong sales momentum of the Galaxy...
Friday 12 September 2025
SEMICON Taiwan 2025: Quantum computing CEOs converge to showcase leaps in quantum computing tech
On September 11, 2025, the Taiwan Quantum Computing and Information Technology Association held a forum at SEMICON Taiwan, where CEOs from top international quantum computing companies...
Friday 12 September 2025
SEMICON Taiwan 2025: IBM's roadmap for semiconductor and quantum development extends through 2042
At a SEMICON Taiwan forum on Quantum computing, IBM Japan CTO and Vice President Norishige Morimoto detailed how AI's growing complexity—estimated to have surged by more than...
Friday 12 September 2025
US signals potential trade breakthrough with Taiwan and India amid ongoing tariff talks
US Commerce Secretary Howard Lutnick expressed optimism on September 11, 2025, that a significant trade deal with Taiwan is within reach, raising hopes that temporary tariffs on Taiwanese...
Friday 12 September 2025
Nvidia weighs microchannel lid cooling in race to tame next-gen GPU power
Nvidia's grip on the AI surge is forcing a rethink of server design, with thermal management at the forefront. Sources indicate that cooling is shifting rapidly from air to liquid...