Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 28 November 2025

Why Jensen Huang spent Thanksgiving weekend in Taiwan

Nvidia CEO Jensen Huang was spotted in Taipei, Taiwan, on November 27, marking his third trip to Taiwan in the second half of 2025. While earlier reports suggested that he was in...

Friday 28 November 2025

Chinese smartphone makers face cost pressures, plan product cuts or price hikes

Amid surging demand from artificial intelligence (AI) servers and high-end personal computers, prices of DRAM and LPDDR5 memory have soared, placing heavy cost pressures on budget...

Friday 28 November 2025

AI servers fuel interconnect boom as suppliers race to integrate signal, power, and cooling

As AI computing power rapidly scales, electronic system interconnect demands are shifting from traditional terminal structure optimization to comprehensive integration of high-speed...

Thursday 27 November 2025

Chinese smartphone makers halt iPhone Air follow-up projects amid weak sales

Following disappointing sales of Apple's iPhone Air and tightening supply chains, major Chinese smartphone manufacturers have reportedly frozen or canceled their own "Air" ultra-thin...

Thursday 27 November 2025

Beijing reportedly bans ByteDance from using Nvidia GPUs in new data centers

Beijing authorities have reportedly imposed strict restrictions on high-end semiconductor imports, prohibiting ByteDance, the parent company of TikTok, from deploying Nvidia GPUs...

Thursday 27 November 2025

Foxconn's AI infrastructure play: from chips to data centers

Following two days of presentations at Hon Hai Tech Day (HHTD25), analysts and industry observers focused on one clear theme: Foxconn's sweeping vertical-integration strategy. From...

Thursday 27 November 2025

Inventec gains from Google TPU drive as cloud firms seek Nvidia alternatives

Google's renewed focus on custom Tensor Processing Units (TPUs) for artificial intelligence is driving up demand for its server hardware, giving Taiwan's Inventec new momentum and...

Thursday 27 November 2025

US Fed sees low AI bubble risk, warns of economic shifts

The current surge in artificial intelligence (AI) presents opportunities for innovation and productivity that significantly differ from previous technology booms, according to recent...

Thursday 27 November 2025

FOCI advances 1.6T SiPh for AI servers, eyes mass production

Driven by the AI server market, FOCI is steadily advancing its 1.6T-class silicon photonics (SiPh) products toward mass production. General manager DD Hu announced that sample shipments...

Thursday 27 November 2025

Google pushes TPU-OCS architecture as Gemini 3 aims at ChatGPT

Google's release of its Gemini 3 large language model (LLM) in November—trained primarily on the company's in-house TPU chips and...

Thursday 27 November 2025

Chinese phone makers push 10,000 mAh battery limit as Apple, Samsung, Google stay cautious

Chinese smartphone manufacturers are leading the race to increase battery capacity. Recent reports indicate that several Chinese smartphone makers are aiming to launch devices with...

Thursday 27 November 2025

Taiwan advances in global quantum race with photon pair and entanglement chip breakthroughs

Taiwan's national quantum program is entering the final year of its first phase, with Academia Sinica and other research groups achieving significant breakthroughs. These include...

Thursday 27 November 2025

Boston Dynamics founder charts the future of humanoid robotics

Marc Raibert, founder of Boston Dynamics, shared insights on the evolution of humanoid robotics—from early lab experiments to emerging commercial systems—at South Korea's...

Wednesday 26 November 2025

HPE wins US$931M Pentagon cloud contract to modernize defense data centers

The US Department of Defense has awarded Hewlett Packard Enterprise a ten-year, US$931 million contract to build a hybrid cloud system that...

Wednesday 26 November 2025

PenPower expands US footprint as Asteroom 3D platform captures nearly 50% of new-appraisal market

Taiwan's cloud software provider PenPower Technology reported strong momentum for its flagship product Asteroom during an investor briefing on November 25, 2025, revealing that the...

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