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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 15 October 2025
Dell highlights role of open collaboration in scaling AI data center infrastructure
At the Open Compute Project (OCP) Global Summit held in San Jose, Dell Technologies CTO and senior vice president Ihab Tarazi outlined how open collaboration is driving the next phase...
Wednesday 15 October 2025
Samsung's rebound sparks optimism across South Korean semiconductor supply chain
As Samsung Electronics' performance rebounds, previously stagnant sectors such as materials, components, and equipment are expected to regain momentum. Improved performance across...
Wednesday 15 October 2025
OCP 2025: AI data centers embrace high-voltage power and liquid cooling
The global artificial intelligence data center sector is advancing into a phase characterized by high-power, high-density infrastructure, as highlighted at the Open Compute Project...
Wednesday 15 October 2025
Oracle picks AMD's MI450 GPUs to power next-gen AI supercluster
Oracle and AMD announced a major expansion of their partnership to support large-scale artificial intelligence (AI) computing, marking one of AMD's biggest supply deals for its upcoming...
Wednesday 15 October 2025
Google to invest US$15B in AI hub in Visakhapatnam to accelerate India's AI transformation
Google has announced plans to establish a large-scale artificial intelligence (AI) hub in Visakhapatnam, Andhra Pradesh, marking its largest investment in India to date. The company...
Wednesday 15 October 2025
Taiwan's strained power grid fuels heavy electrical sector boom
The global AI wave is driving rapid expansion of data centers worldwide, with server computing density and power consumption rising in tandem. According to the International Energy...
Wednesday 15 October 2025
MediaTek, Samsung and others boost Vivo X300 to redefine flagship specs
Vivo unveiled its new X300 flagship series in Shanghai on October 13, 2025, highlighting deepened collaboration with Zeiss to differentiate and enhance imaging and video recording...
Wednesday 15 October 2025
Rare earth export controls hit VCM supply chain
On October 9, 2025, China announced expanded export controls on rare earths. In response, US President Donald Trump vowed to impose 100% tariffs on goods from China starting in November...
Wednesday 15 October 2025
China's lithium battery export controls set to disrupt NB supply chain
Tensions are flaring yet again between China and the US. China has reportedly made plans to impose export controls on certain lithium batteries, key anode and cathode materials, and...
Wednesday 15 October 2025
BTL Group expands AI server testing, cybersecurity certification capacity
Amid the global surge in AI infrastructure development, Taiwan's professional electronic testing firm BTL Group is rapidly expanding its capabilities to meet rising demand for AI...
Wednesday 15 October 2025
Pegatron showcases next-gen AI and HPC server platforms at OCP Global Summit 2025
At the OCP Global Summit 2025 in San Jose, Pegatron showcased a comprehensive lineup focused on next-generation AI, HPC, and professional visual computing workloads. The company also...
Tuesday 14 October 2025
Supermicro says soaring GPU power demands are forcing shift to rack-scale AI standardization
The explosive rise in AI computing power is pushing the data center industry to rethink its entire architectural model, according to Vik Malyala, senior vice president for technology...
Tuesday 14 October 2025
Oracle outlines zettascale AI ambitions, urges open standards to support gigawatt-scale data centers
Oracle Cloud Infrastructure (OCI) is expanding its global footprint with plans to build multiple gigawatt-scale AI supercluster campuses capable of hosting millions of GPUs, as it...
Tuesday 14 October 2025
Beyond the rack: how OCP is wiring the world for AI
The Open Compute Project (OCP) Global Summit, held at the San Jose Convention Center, drew a record crowd of more than 11,000 participants, underscoring the event's growing importance...
Tuesday 14 October 2025
Inside Google's plan to make data centers as adaptive as AI itself
Google unveiled a new industry-wide initiative to redefine data center architecture for the artificial intelligence era, announcing the creation of an "agile, fungible data center"...