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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 29 December 2025
Smartphone market 2026: Can AI, smart glasses, and foldables revive demand?
Tariffs, inflation, and geopolitical risk continue to cloud the global economy, while the smartphone industry faces fresh pressure from higher upstream material costs and component...
Monday 29 December 2025
Infineon outlines AI power trends toward vertical supply and DC microgrids
Infineon is leveraging its technological strengths to expand into cutting-edge applications in AI data centers and robotics. The company is currently collaborating with Nvidia to...
Monday 29 December 2025
AI supercycle and replacement demand support Foxconn's growth in 2026
Foxconn's operating structure is clearly shifting. Previously driven mainly by consumer electronics cycles, it is now gradually tilting toward AI servers, cloud, AI infrastructure,...
Monday 29 December 2025
Skardin recovers US$3.5 million in bad debt, eyes Motorola Taiwan sole agency
Set-top box maker Skardin Industrial confirmed that it has recovered a portion of its bad debt from an Argentine client, recognizing approximately NT$110 million (US$3.5 million)...
Monday 29 December 2025
Silicon photonics set to make commercial breakthrough in 2026
Data centers are entering a new phase of infrastructure upgrades in 2026, feeding off generative AI under Nvidia's leadership. While silicon photonics (SiPh) and co-packaged optics...
Monday 29 December 2025
Tariff wars and AI demand reshape electronics supply chain structure in 2025
In 2025, the global electronics supply chain transformed due to rising demand for artificial intelligence (AI) and high-performance computing (HPC), boosting servers, chips, and cooling...
Monday 29 December 2025
ByteDance's speed-first approach exposes a split with Apple's ecosystem control
The development paths for artificial intelligence (AI) integration in smartphones are diverging as ByteDance extends its collaborations with multiple brands, while technology giants...
Sunday 28 December 2025
Chelic pivots to semiconductors and liquid cooling for next growth phase
Taiwanese pneumatic components maker Chelic said it is redirecting its growth strategy toward semiconductors, liquid cooling, and robotics, as new sensing and energy management products...
Saturday 27 December 2025
Apple develops DarkDiff AI to enhance low-light photography with generative diffusion models
Apple Inc. has unveiled an AI imaging technology called DarkDiff, designed to improve photo clarity in low-light conditions by integrating generative diffusion models into the camera's...
Friday 26 December 2025
Taiwan smartphone market growth to stall in 2026 amid rising prices and memory squeeze
Taiwan's smartphone market is expected to face another challenging year in 2026, as rising device prices, extended replacement cycles, and persistent memory supply constraints limit...
Friday 26 December 2025
Huawei raises Chinese-made components to 60% in flagship smartphones
Huawei Technologies has lifted the share of Chinese-made components in its latest premium smartphones to nearly 60% by value, underscoring how years of US export controls have accelerated...
Friday 26 December 2025
From satellites to solar power: How space became the next strategic battleground2025
The space industry is undergoing a profound transformation. What was once the domain of government agencies has become a strategic battleground. Commercial innovation, military priorities,...
Friday 26 December 2025
AI data center boom deepens reliance on Chinese components despite supply chain shifts
Rising global investment in artificial intelligence is accelerating data center construction. This is intensifying demand for power, cooling, and energy storage equipment, reinforcing...
Friday 26 December 2025
Fuel cells ramp up to meet surging AI power demand
Solid oxide fuel cells (SOFCs) are drawing significant attention because of their flexible and rapid deployment capabilities as AI's electricity demand continues to skyrocket. Kaori...
Friday 26 December 2025
AI drives high-speed optics shift as LuxNet, TrueLight scale 800G and CW lasers by 2026
As AI workloads intensify and data centre architectures evolve, optical communications vendors are positioning co-packaged optics (CPO) and silicon photonics (SiPh) as core mid- to...