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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Tuesday 16 September 2025
South Korea's August ICT exports hit record high, Taiwan surge drives growth
South Korea's information and communications technology (ICT) exports in August 2025 reached a record high for the period compared to previous years. Due to rising memory semiconductor...
Tuesday 16 September 2025
CSPs' shift to eSSDs set to cause QLC NAND Flash shortage by 2026
The increasing demand for big data storage driven by artificial intelligence data centers is expected to intensify a supply shortage of QLC NAND Flash memory, potentially resulting...
Tuesday 16 September 2025
Unprecedented AI boom pushes Quanta, Wistron, and peers into massive capacity build-up
Server ODMs are significantly expanding their production capabilities to meet the surging demand in the artificial intelligence (AI) market. Mike Yang, EVP at Quanta, revealed efforts...
Tuesday 16 September 2025
AI data centers turn to high-voltage direct current as new power backbone
The global artificial intelligence (AI) boom is not only driving demand for AI servers and AI data center hardware construction but also pushing high-voltage direct current (HVDC)...
Monday 15 September 2025
Telcos prioritize profits over speed in 6G race
As 6G technology is anticipated to enter commercial operation by 2030, telecom companies worldwide face significant strategic decisions beyond technical innovation. The emerging standard...
Monday 15 September 2025
Aurotek leans into AI robots for second growth curve, orders keep rising
Benefiting from the global labor shortage, Aurotek Corp. has accelerated its second growth curve through AI-driven intelligent robots, with orders on hand continuing to climb. Expanding...
Monday 15 September 2025
Quantum computing can solve AI energy consumption issues, says Wiwynn chair
Wiwynn chair and chief strategy officer Emily Hong said that the company is collaborating with silicon photonics companies to address the rapid increase in AI computing power. As...
Monday 15 September 2025
Xiaomi pulls back on India amid regulatory pressure and market slide
Xiaomi's enthusiasm for India appears to be waning as regulatory pressures, shrinking market share, and leadership reshuffles weigh on the company's strategic priorities, according...
Monday 15 September 2025
Google eyes Nvidia's turf with new TPU-as-a-service model

In a significant strategic pivot, Google is preparing to move its custom-built Tensor Processing Units (TPUs) beyond its own cloud infrastructure—marking...

Monday 15 September 2025
Panasonic Industry to invest in new factory in Thailand for AI server materials
Panasonic Group's subsidiary, Panasonic Industry, announced plans to construct a new factory in central Thailand with an investment of JPY17 billion (approx. US$115 million). The...
Monday 15 September 2025
Weekly news roundup: Tech giants pivot and partner as AI demand collides with geopolitical reality
Below are the most-read DIGITIMES Asia stories from the week of September 8–September 14.
Monday 15 September 2025
Nvidia reportedly moving forward with SOCAMM2, Korean memory giants set to gain
Nvidia has reportedly abandoned its initial SOCAMM1 low-power DRAM module for AI workloads, shifting focus to SOCAMM2 with faster speeds and broader supplier collaboration, including...
Monday 15 September 2025
Ant Group debuts humanoid robot R1 in Shanghai, with cooking and caregiving skills
Shanghai-based Ant Lingbo Technology, a subsidiary of Ant Group, has introduced its first humanoid robot, the R1, at the Inclusion Conference in Shanghai. The robot demonstrated its...
Monday 15 September 2025
Taiwan’s quantum push under review as progress slows
Ever since Academia Sinica announced a 5-qubit superconducting quantum computer in January 2024, and National Tsing Hua University unveiled a photonic quantum computer capable of...
Monday 15 September 2025
India roundup: China closely watches India's role in Apple supply chain
Apple's recently launched iPhone 17 series has garnered significant global attention, with Chinese media focusing on the comparison between China and India in the company's supply...