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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Thursday 11 December 2025
Drones emerge as new growth area for rugged IPCs targeting ground control stations
Rugged industrial PC (IPC) manufacturers are shifting their focus to drones, with ground control stations (GCS) serving as the primary entry point. Industry players note that since...
Thursday 11 December 2025
Samsung's Trifold phone launch in China to challenge Huawei dominance
Samsung Electronics is set to introduce its triple-fold Galaxy Z TriFold in China, aiming to capture a larger share of the premium foldable phone market despite currently holding...
Thursday 11 December 2025
Oracle's AI cloud deal with OpenAI drives surge in obligations but raises debt concerns
Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights...
Thursday 11 December 2025
Oracle warns of rising depreciation strains as AI data-center buildout accelerates
Oracle's rapid expansion of AI data centers is intensifying concerns over depreciation and capital needs, prompting the company to outline new funding approaches and margin expectations...
Thursday 11 December 2025
Oracle’s 2Q earnings pop: Ampere divestiture drives profit surge, resets chip strategy
Oracle reports double-digit revenue growth in the second quarter of fiscal year 2026, with profit nearly doubling year over year after recording a gain from the sale of its stake...
Thursday 11 December 2025
FarEasTone taps satellite tech to bridge Indonesia's healthcare divide

FarEasTone (FET) has taken a major step in exporting its telemedicine capabilities abroad, announcing on Dec. 8 that it has signed a...

Thursday 11 December 2025
Taiwan's Getac sees strong 2026 demand for rugged PCs despite memory shortages

Getac, the Taiwanese maker of rugged industrial computers, reported NT$3.62 billion (approx. US$116.1 million) in revenue for November...

Thursday 11 December 2025
Taiwan urges patent strategy as 6G standardization enters critical phase
As global 6G standardization reaches a pivotal stage, countries are accelerating efforts to secure early advantages. Taiwan's Ministry of Economic Affairs (MOEA) recently showcased...
Thursday 11 December 2025
Acter Group sees strong order growth as semiconductor and memory expand
Benefiting from solid order momentum across its technology and consumer-related business groups, cleanroom electromechanical integrator Acter Group posted consolidated revenue of...
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...