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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 31 December 2025
Ericsson forecasts 5G to surpass 4G in 2027; Taiwan nears 2 years of 5G SA rollout
Global 5G penetration is expected to overtake 4G in 2027 to become the dominant network technology, according to the latest Mobility Report from Ericsson. In addition to this pivotal...
Wednesday 31 December 2025
Weblink bets on memory price surge and AI server boom for double-digit growth in 2026
Taiwan-based tech products distributor Weblink International is riding a surge in memory prices and robust demand for AI servers, positioning the company for strong growth in 2026...
Wednesday 31 December 2025
Taipower chairman calls for AI data centers near power sources as demand surges
The rapid expansion of AI data centers is triggering unprecedented electricity demand, placing Taiwan's power grid under growing strain. Taiwan Power Company (Taipower) Chairman Wen-sheng...
Wednesday 31 December 2025
Tatung eyes AI data centers and new energy opportunities in 2026
Tatung held an extraordinary shareholders meeting on December 30, where its board was comprehensively reshuffled with nine directors (including three independents), and non-compete...
Wednesday 31 December 2025
Samsung faces scrutiny over Taiwan probe, denies memory market ties
Samsung Electronics has expanded an internal investigation into alleged employee misconduct at its Taiwan subsidiary, a move the company characterizes as an isolated matter despite...
Wednesday 31 December 2025
Data centers turn to jet engine turbines to power AI workloads
Facing multi-year waits for electrical grid connections, data center operators supporting artificial intelligence (AI) workloads are turning to an unexpected supplier: supersonic...
Tuesday 30 December 2025
Top tech topics in 2025 (1): a year of strategic realignment for global semiconductors
As 2025 draws to a close, the global semiconductor industry has undergone a fundamental transformation marked by heightened geopolitical tensions, supply chain restructuring, and...
Tuesday 30 December 2025
Commentary: Why China chose multi-accelerator strategy in AI chip development
Facing US restrictions on high-end computing products, China is restructuring its AI chip industry by advancing GPU, TPU, and NPU technologies simultaneously. Domestic firms struggle...
Tuesday 30 December 2025
Taiwan Mobile's AI data center fully leased, revenue to start in 1Q26
Taiwan Mobile's AI data center (AIDC) in Guishan in northern Taiwan is already fully leased after it officially began operations in the fourth quarter of 2025, according to the company's...
Tuesday 30 December 2025
China's TPU upstarts take aim at US AI chip dominance
Amid ongoing US export restrictions, Chinese company Zhonghao Xinying plans to launch its second-generation self-developed Tensor Processing Unit (TPU) chip in 2026. Industry observers...
Tuesday 30 December 2025
AI infrastructure demand boosts Taiwan exports, while visibility beyond 2025 stays limited
As 2025 concludes, Taiwan's information and communication technology (ICT) and electronics sectors have experienced significant export growth driven by AI-related demand, particularly...
Tuesday 30 December 2025
Samsung Galaxy Z TriFold sees strong global sales, but high costs keep production tight
Samsung Electronics recently launched its tri-fold smartphone, the Galaxy Z TriFold. Despite its high price point, the device continues to sell strongly worldwide. However, Samsung...
Tuesday 30 December 2025
Taiwan Mobile eyes triple-digit AI growth in 2026 with leasing model aiding SMEs
Taiwan Mobile (TWM) has accelerated its AI application deployment, positioning self-developed AI solutions as a key growth engine for future operations. The company's president, Jamie...
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...