CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 12 December 2025
Weikeng anticipates AI data center demand to boost computing and power management sales, targeting 50-60% growth by 2026
Taiwanese integrated circuit (IC) distributor Weikeng projects robust revenue growth driven by rising demand for AI data center computing and power management solutions, with AI server-related...
Friday 12 December 2025
AI infrastructure shift boosts BBU, fuel-cell, and SMR momentum
As AI compute hubs expand rapidly, data center power demand is rising fast. AI servers are being redesigned across cooling, power and resilience, especially in HVDC, modular power...
Friday 12 December 2025
Nvidia-certified acquisition positions Lens Technology for rapid expansion in AI servers
Amid the global AI surge, Lens Technology acquired PMG International to gain a 95.1% stake in Yuans Technology, an Nvidia-certified supplier specializing in liquid cooling and server...
Friday 12 December 2025
AWS to invest US$7 billion in Telangana cloud infrastructure expansion over 14 years
Amazon Web Services (AWS) has signed a long-term framework agreement with the Telangana government to invest US$7 billion in expanding its cloud data-center infrastructure in Hyderabad...
Friday 12 December 2025
Ubiqconn starts fulfilling UAV ground control station orders
Ubiqconn Technology, part of the First International Computer Group, announced that its technical foundation in maritime communications and satellite applications continues to support...
Friday 12 December 2025
WT Microelectronics hits NT$1 trillion revenue on AI-driven data center, optical demand
AI trends have fueled strong demand for data center chips and optical communications, pushing IC distributor WT Microelectronics' cumulative revenue for the first 11 months of 2025...
Friday 12 December 2025
Huawei, Samsung, and Apple escalate race for next-generation foldable smartphones
Competition in the foldable smartphone market is accelerating as Huawei, Samsung Electronics, and Apple advance new device plans aimed at reshaping the high-end segment. Huawei has...
Friday 12 December 2025
iPhone strength, Singles' Day surge drive November gains for Taiwan's top three telecoms
Taiwan's leading telecom operators—Chunghwa Telecom (CHT), Taiwan Mobile, and Far EasTone (FET)—each reported revenue growth for November 2025. The sustained popularity...
Friday 12 December 2025
Broadcom confirms fifth ASIC customer as custom AI chip business doubles
Broadcom is rapidly scaling its custom AI chip business, with CEO Hock Tan detailing a US$73 billion AI backlog, major new ASIC customers, and multi-billion-dollar XPU orders. The...
Friday 12 December 2025
Oracle's rising debt and capital spending in AI hardware push prompt mixed reactions
Oracle's fiscal second-quarter report for 2025 showed increased borrowing and shrinking free cash flow as the company expands from software into artificial intelligence (AI) hardware...
Friday 12 December 2025
AI server demand propels MLCCs into strategic role in passive components market
As the demand for cloud artificial intelligence (AI) infrastructure rapidly grows, multilayer ceramic capacitors (MLCCs) have emerged as one of the top cost contributors in AI server...
Friday 12 December 2025
Foldable phone shipments expected to grow 30% in 2026, with Apple capturing 20% share
Foldable phones are emerging as one of the rare growth areas in an otherwise stagnant global smartphone market. According to market research firm IDC, foldable devices are projected...
Friday 12 December 2025
Advantech expands AI ITS platform across key South Korean cities
Advantech is accelerating deployment of its end-to-end intelligent transportation system (ITS) platform as global demand for smart traffic infrastructure rises. The company has expanded...
Thursday 11 December 2025
ZTE hit by US foreign bribery probe with fines exceeding US$1bn
Chinese telecom equipment maker ZTE Corp. is again under regulatory scrutiny, as the US Department of Justice (DOJ) investigates alleged foreign bribery that could lead to more than...
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...