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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 9 December 2025
Commentary: Are East Asia tensions a threat to supply chains?
The Indo-Pacific region has become the world's most critical theater for both technology manufacturing and geopolitical competition. As military tensions escalate across East Asia,...
Tuesday 9 December 2025
Google TPU demand remains strong, but CoWoS and memory cap 2026 production
Google's TPU demand is expected to stay high through 2027, driven by AI applications like Gemini. However, production growth in 2026 may be limited by advanced packaging (CoWoS) and...
Tuesday 9 December 2025
Catcher eyes cautious 1H26 amid memory and chip supply tightness
Chassis maker Catcher Technology stated that as the calendar moves into the year-end shopping season of 2025, promotional campaigns and a rebound in end-market demand are expected...
Tuesday 9 December 2025
IBM to acquire Confluent for US$11 billion to expand real-time data and AI capabilities
IBM said on December 8 that it has agreed to acquire Confluent in an all-cash deal valuing the data-streaming company at US$11 billion. Under the agreement, IBM will purchase all...
Tuesday 9 December 2025
Zhen Ding projects strong revenue growth in 2026, expects doubling by 2027
Zhen Ding Technology said next-generation AI server platforms entering mass production will drive a major revenue lift in 2026 and set up a doubling growth phase in 2027. The company...
Tuesday 9 December 2025
CyberTAN shifts 100% capacity to Vietnam and Wi-Fi 7
Networking equipment maker CyberTAN Technology held its investors' conference on December 5, 2025, and reported that in the first three quarters of 2025, its revenue contribution...
Monday 8 December 2025
Research Insight: strong momentum expected for data center AI chip packaging in 2025-2030
According to the latest report published by DIGITIMES Asia, global data center AI chip shipments are projected to grow from 30.5 million units in...
Monday 8 December 2025
Commentary: Moore Threads' record IPO echoes Cambricon's trajectory as investors bet on unproven profitability
Chinese GPU startup Moore Threads debuted on the STAR Market on December 5, 2025, with its opening price soaring to CNY650 (US$91.94) per share—a staggering 468.78% increase—pushing...
Monday 8 December 2025
3Q25 global top 20 EMS/ODM rankings: Chinese firms shift to automotive electronics and AI servers
The global electronics manufacturing services (EMS) and original design manufacturing (ODM) supply chain experienced many structural changes during the third quarter of 2025. In the...
Monday 8 December 2025
Samsung launches first tri-fold phone, focusing on strategic impact over sales
Samsung Electronics has unveiled its first tri-fold smartphone, the Galaxy Z TriFold, which will go on sale in South Korea starting December 12, 2025. The company plans to expand...
Monday 8 December 2025
Apple poised to overtake Samsung in 2025 smartphone shipments
Samsung Electronics is facing mounting challenges in the global smartphone market, with Apple poised to overtake the top spot in shipment volume in 2025 amid rising exchange rate...
Monday 8 December 2025
Starlink's debut in South Korea marks shift toward next-gen communications
Starlink, SpaceX's low-Earth-orbit (LEO) satellite internet service, officially went live in South Korea on December 4, 2025, marking a significant milestone for the country's next-generation...
Monday 8 December 2025
Chunghwa Telecom locks in 4.6B kWh green power in largest 20-year deal with Greenet
J&V Energy Technology's subsidiary Greenet, Taiwan's leading green electricity retailer, officially launched a 20-year green power wheeling agreement with telecommunications giant...
Monday 8 December 2025
Foxconn leads global EMS market with strong AI and Apple momentum
According to DIGITIMES' latest EMS/ODM revenue ranking report, Taiwan has a significant dominance in the sector. Taiwanese firms account for 70% of the top 20 EMS/ODM companies, with...
Monday 8 December 2025
India reviews proposal to make smartphone location tracking permanently active
India is reviewing a proposal that would require smartphone makers to keep satellite-assisted location tracking permanently enabled on all devices, triggering strong pushback from...