CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 10 December 2025
RnPT targets rising demand for foreign patient services with KRACE platform
Healthcare startup RnPT showcased its AI medical coordination platform KRACE to international media at the 2025 Pangyo Global Media Meet-Up, underscoring Korea's effort to expand...
Wednesday 10 December 2025
Amazon plans more than US$35 billion in new India investments through 2030
Amazon plans to invest more than US$35 billion in India across its businesses through 2030, expanding on the nearly US$40 billion it has already invested in the country, the company...
Wednesday 10 December 2025
Arlitech targets cloud servers and high-end gaming cards to mitigate panel price pressure
Competitive pricing from the "red supply chain" has taken a toll on the panel market. In response, Arlitech Electronic Corporation stated that it is transforming its sales structure...
Wednesday 10 December 2025
Google TPU stays strong, Inventec confident for 2026 server outlook
ASIC server shipment growth momentum in 2026 is expected to surpass that of Nvidia-led GPU servers, with Google's TPU servers accounting for the largest shipment volume. Inventec,...
Wednesday 10 December 2025
Hygon–Sugon mega merger collapses in China's compute sector
China's biggest planned consolidation in domestic computing power has collapsed, jolting the sector. Hygon Information Technology and Dawning Information Industry Co. (Sugon) announced...
Wednesday 10 December 2025
US allows Nvidia H200 chip exports to China, but Beijing may impose restrictions
Despite US President Donald Trump's decision to permit the export of Nvidia Corporation's advanced H200 chips to China, reports indicate that Beijing might enforce limitations on...
Wednesday 10 December 2025
Analysis: US eases Nvidia chip ban, marking pivot in China tech strategy
The US government's decision to ease restrictions on exporting Nvidia's H200 AI chip to China marks a significant victory for one of the world's most influential computing companies...
Wednesday 10 December 2025
AMD taps AWS veteran to power Helios AI platform in challenge to Nvidia
AMD has brought in former AWS infrastructure executive Arvind Balakumar to lead engineering for its Helios AI server-rack platform, strengthening its effort to challenge Nvidia's...
Wednesday 10 December 2025
Chenbro Micom nears record revenue fueled by strong server orders

Chenbro Micom posted its second-highest monthly revenue in November as strong AI server demand and a recovering enterprise market boosted...

Wednesday 10 December 2025
Taiwan chipmakers shift to non-consumer AI markets as cloud AI outpaces edge
Due to the lack of a significant surge in edge AI demand in 2025 and China's push for chip localization, Taiwan-based IC design houses are increasingly losing ground in global competition...
Tuesday 9 December 2025
Samsung's Exynos 2600 debut in Galaxy S26 may be Korea-only
Samsung Electronics will debut its new 2nm Exynos 2600 processor in the Galaxy S26 series, but deployment may be largely limited to South Korea. Contractual ties with Qualcomm, production...
Tuesday 9 December 2025
Google and Microsoft prioritize speed over cost as CSPs scramble for memory
A major memory shortage is hitting the industry as the supply-demand gap widens. Some upstream memory manufacturers are prioritizing server shipments, while other companies have been...
Tuesday 9 December 2025
Meta VP: AI will transform, not extinguish, job roles in advertising and beyond
As generative AI applications accelerate, public debates over whether AI will ultimately replace humans have intensified. Benjamin Joe, Meta Platforms' regional vice president for...
Tuesday 9 December 2025
Apple demand spurs Jahwa's move to expand actuator production
Apple supplier Jahwa Electronics plans to expand its actuator factory in Gumi, South Korea, to meet rising demand for high-end folded-zoom actuators from Apple and other customers.
Tuesday 9 December 2025
Nvidia GB300 orders lift Taiwan ODMs, fuel strong 2026 outlook
Strong demand for Nvidia's GB300 accelerators lifted fourth-quarter 2025 performance for major Taiwanese original design manufacturers. Foxconn, Quanta, and Wistron reported solid...