Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 25 August 2025

Research Insight: AI data centers turn to decentralized clean energy to meet Gigawatt demands

As Meta Platforms Inc. and OpenAI prepare to launch gigawatt-scale AI data centers by 2026, the surging electricity demand raises concerns over existing energy infrastructure capacity...

Monday 25 August 2025

Taiwan offers tax breaks for SME holding companies targeting US investment

The United States' implementation of trade protectionism has introduced significant uncertainty and risks for export-oriented economies. Chin-Ching Liu, minister of the National Development...

Monday 25 August 2025

South Korean scholars urge closer ASEAN ties to reduce dependence on US and China

South Korean academics are calling for further reforms of the country's New Southern Policy, stressing the need to strengthen cooperation with ASEAN, already home to many South Korean...

Monday 25 August 2025

Galaxy S25 sales hit 3m; Samsung pushes display innovation

Samsung Electronics has sold over 3 million units of its Galaxy S25 series as of August 1, surpassing the Galaxy S24 series' sales pace by more than two months. This strong sales...

Sunday 24 August 2025

Taiwan economist: US subsidy flip and Trump tariff threats could shake investor trust

The US Department of Commerce is reportedly weighing whether to convert part of the subsidies granted to Intel and TSMC under the CHIPS and Science Act into equity stakes. Chung-Shu...

Friday 22 August 2025

Commentary: Pixel 10 marks Google's decade of hardware struggles

The launch of the Pixel 10 series marks the tenth anniversary of Google's Pixel brand. Over the past decade, the company's smartphone venture has highlighted persistent shortcomings...

Friday 22 August 2025

AI server demand powers Getac’s revenue upgrade

AI servers are in high demand. Getac Holdings' subsidiary, Atemitech, began setting up production capacity for AI server chassis and racks at the end of 2024 and has started shipments...

Friday 22 August 2025

AUO subsidiaries present smart manufacturing and carbon management tools

Two subsidiaries of AUO Corporation—AUO Digitech and AUO Envirotech—are set to showcase a suite of AI-powered sustainability...

Friday 22 August 2025

As Microsoft doubles down on AI, Azure Space is relegated to the sidelines

As Microsoft intensifies its focus on artificial intelligence, several non-AI-related divisions have faced significant cuts — with...

Friday 22 August 2025

Joint modules key to electric machinery alliance targeting humanoid robot market

The robotics supply chain states that at the current stage of humanoid robot development, mechanical components—primarily critical parts—account for about 50% of the total...

Friday 22 August 2025

India sees 30% tariffs fuel rise in smartphone exports to US in 1H25

India has overtaken China as the top smartphone exporter to the US, marking a major shift in global supply chains. According to Counterpoint Research and Canalys, Apple-led shipments...

Friday 22 August 2025

Energy + Intelligence: Energy challenges and industry opportunities in the AI era

History shows that past productivity improvements have always been accompanied by high-density energy conversion and industrial efficiency enhancements: from hydropower, steam, electrification,...

Friday 22 August 2025

Taisol Electronics pursues alternative strategy in server liquid cooling

Cooling module manufacturer Taisol Electronics has made significant progress in the server liquid cooling market. Its recently developed 120kW liquid cooling CDU has been sent to...

Friday 22 August 2025

Jochu to ramp up server cabinet production in 2026, reduce losses at Vietnam plant by 1Q26

Jochu Technology, a metal processing and integrated solution provider, has seen lower-than-expected performance in the first half of 2025, due to increased expenses and depreciation...

Friday 22 August 2025

Google switches to TSMC for Tensor G5 as Pixel 10 series launches

Google has officially launched its latest lineup of Pixel devices, all powered by the next-generation Tensor G5 chip, built using TSMC's...

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