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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 15 December 2025
Taiwan launches national cloud computing center to power sovereign AI under new major AI initiative
Driven by the rise of generative artificial intelligence (GenAI), competition across computing power, data, and applications is intensifying, prompting countries to adjust their technology...
Monday 15 December 2025
Meta's next AI model, 'Avocado,' signals shift to closed development

Meta is reportedly developing a new AI model, code-named "Avocado," slated for release in the spring of 2026.

Monday 15 December 2025
Taiwan forms computing alliance to advance sovereign AI applications
Taiwan officially launched a new government-funded cloud computing center on December 12, 2025, marking a major step in boosting domestic artificial intelligence (AI) capabilities...
Monday 15 December 2025
Stargate Project initiates AI buildout, Fortune Electric transformer orders exceed NT$120 billion
Demand for heavy electrical equipment has surged following the launch of the US Stargate Project. Fortune Electric has secured first-phase transformer orders, and together with demand...
Monday 15 December 2025
Foxconn's US$500M Kaohsiung bet on EVs and software

Foxconn plans to invest NT$15.9 billion (approx. US$510 million) to build a flagship headquarters in southern Taiwan, deepening its footprint...

Monday 15 December 2025
South Korea mandates 5G standalone conversion in spectrum renewals, bucking cautious global rollout
South Korea has decided to make full 5G standalone (SA) deployment mandatory for mobile operators as a condition for renewing expiring 3G and LTE spectrum licenses, marking one of...
Monday 15 December 2025
Nvidia reportedly considers expanding H200 AI chip production amid potential surge in Chinese demand
Following the Trump administration's recent easing of export restrictions on Nvidia's H200 artificial intelligence (AI) chips to China, several Chinese technology firms, such as Alibaba...
Monday 15 December 2025
Longwell's AI data center revenue share surpasses 36% amid CSP expansion
Longwell Technology has successfully penetrated the AI data center supply chain, with related revenues now accounting for over 36% of overall sales, driven by cloud service providers'...
Monday 15 December 2025
STMicroelectronics holds system-level development advantage upon entering humanoid robot market
STMicroelectronics (STMicro) held its annual Techday event in Taipei on December 12, showcasing solutions across a wide range of applications. The event focused on four main themes:...
Monday 15 December 2025
Kentec eyes Japan with 2.5MW liquid-cooled CDU for AI data centers
As global artificial intelligence (AI) computing demand surges from the megawatt (MW) to gigawatt (GW) scale, traditional data centers are facing cooling and energy challenges. This...
Monday 15 December 2025
The H200 gambit: Why China may buy less than Washington expects
The US government is rethinking the impact of Washington's decision to clear Nvidia's H200 exports to China after a Financial Times report suggested Beijing is prioritizing...
Monday 15 December 2025
NetApp unfazed by memory shortages as it projects strong 2026 growth

NetApp Taiwan general manager Peter Chu said the transition from early AI experimentation to agentic AI running mission-critical workloads...

Monday 15 December 2025
Taiwanese IPC firms gain foothold in global aerospace and defense electronics amid rising demand
Global demand for military and aerospace electronics has surged since 2024, driven by escalating geopolitical tensions, increased defense spending, and rapid progress in unmanned...
Monday 15 December 2025
Taiwan set for 2026 outperformance on AI, advanced chip orders

Global growth is poised to lose momentum. IMF forecasts show global GDP easing from 3.3% in 2024 to 3.2% in 2025 and 3.1% in 2026. China's...

Monday 15 December 2025
India roundup: Intel commits to India semiconductor mission
Intel and Tata to assemble chips locally as global firms, including Amazon, Microsoft, and Vingroup, announced fresh investments in India.