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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 23 December 2025
Apple suppliers Lens, Lingyi iTech move into AI server hardware

As demand for AI computing power continues to surge, traditional Apple supply-chain manufacturing heavyweights are accelerating their transformation,...

Tuesday 23 December 2025
Taiwan's top telcos trio boost 5G penetration with new incentives
Taiwan's leading telecom operators are entering the second phase of 5G deployment, as the focus turns toward improved network experiences to drive user adoption.
Tuesday 23 December 2025
Techman Robot and CSBC deepen collaboration to advance AI welding cobots in shipbuilding
Techman Robot has announced an expanded technical partnership with CSBC Corp. to develop AI-driven collaborative robots (cobots) tailored for narrow-space welding tasks in the shipbuilding...
Tuesday 23 December 2025
Samsung reportedly secures over 60% of iPhone 17 DRAM supply, extends lead to iPhone 18
Samsung Electronics has reportedly become the largest supplier of mobile DRAM for Apple's iPhone 17, a trend expected to continue with the upcoming iPhone 18. Industry analysts attribute...
Tuesday 23 December 2025
ByteDance reportedly to increase 2026 capex with major focus on AI chips
ByteDance is preparing to raise its capex to CNY160 billion (approx. US$22.70 billion) in 2026, allocating over half of this amount, CNY85 billion, towards purchasing artificial intelligence...
Tuesday 23 December 2025
Chinsan eyes stronger cloud server demand in 2026 with BBU supply
Chinsan, a Taiwanese aluminum capacitor manufacturer, held an in-person investor briefing on December 22, 2025. General manager Ching-Hsin Chiang said that growth momentum in the...
Tuesday 23 December 2025
Taiwan automation specialist boosts Malaysia production to serve regional markets
Taiwan's major automation equipment controller maker Syntec Technology has begun construction of its second-phase factory in Malaysia, representing a strategic investment of over...
Tuesday 23 December 2025
Alphabet's Intersect acquisition underscores rising power constraints on AI and cloud expansion
Alphabet has agreed to acquire Intersect, a provider of data center and energy infrastructure solutions, in a cash deal valued at US$4.75 billion plus the assumption of debt, the...
Tuesday 23 December 2025
QNAP denies platform breach amid hacker intrusion claims
QNAP Systems officially listed on Taiwan's over-the-counter stock exchange on December 22, 2025, but faced reports of a suspected hacker intrusion on its first day. The company quickly...
Tuesday 23 December 2025
With memory price hikes diluting end-of-year smartphone demand, AMOLED panel prices also drop
Despite approaching the end of the year and the promotional peak season coming to an end, overall utilization rates in the smartphone panel market have remained relatively high. Additionally,...
Tuesday 23 December 2025
Aspeed opens Kaohsiung R&D center to boost chip development efforts
Aspeed Technology, a global leader in remote server management chips, officially launched its Kaohsiung research and development (R&D) center on December 22. Located at the Pier...
Tuesday 23 December 2025
Cybercriminals weaponize holiday season with 20,000 malicious domains, discounted stolen data
Cybercriminals are turning the holiday shopping season into a lucrative target, exploiting peak online transaction periods with automated attacks, counterfeit domains, and underground...
Tuesday 23 December 2025
TRI's 2025 operations hit record highs, with advanced packaging opportunities to further drive growth
Optical and electrical inspection equipment supplier Test Research Inc. (TRI) held an online investor conference on December 16, 2025, stating that, benefiting from continued strong...
Tuesday 23 December 2025
Taiwan's motherboard makers balance AI gains with inflation, PC market headwinds in 2025
Taiwan's leading motherboard manufacturers—AsusTek, GIGABYTE, Micro-Star International (MSI), and ASRock—have navigated a turbulent global economic environment in 2025...
Monday 22 December 2025
Central bank raises Taiwan's 2025 growth forecast to 7.31%
Taiwan's Central Bank has sharply revised its economic growth forecast for 2025 to 7.31% from the 4.55% projected in September, citing the absence of US semiconductor tariffs under...