Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 17 November 2025

Oppo opens CNY10 billion headquarters campus in Binhaiwan Bay, Dongguan

Oppo has officially opened its new headquarters campus in Binhaiwan Bay Area, Dongguan, China, following an investment exceeding CNY10 billion (approx. US$1.41 billion). The 930,000-square-meter...

Monday 17 November 2025

Apple reportedly plans CEO succession as Tim Cook's tenure may end by early 2026

Apple is reportedly preparing for a leadership transition, with CEO Tim Cook potentially stepping down as early as January 2026, according to reports from Reuters and TechCrunch,...

Monday 17 November 2025

Google to invest US$40 billion in Texas for cloud and AI data center expansion by 2027

Google has announced plans to invest US$40 billion in Texas through 2027, expanding its cloud and AI infrastructure with new data center campuses in Armstrong and Haskell counties.

Monday 17 November 2025

Former Google and Meta executives launch Majestic Labs to tackle AI memory bottlenecks

Three former senior executives from Google and Meta Platforms Inc. have launched Majestic Labs, a startup focused on developing advanced server architectures to address memory limitations...

Monday 17 November 2025

ZDT and Compeq gain on strong iPhone 17 sales, eye AI server growth in 2026

Taiwanese PCB makers Zhen Ding Technology (ZDT) and Compeq Manufacturing posted solid third-quarter 2025 results, lifted by stronger-than-expected sales from Apple's iPhone 17 lineup...

Monday 17 November 2025

Tainan to host AI factory focused on drones, medical devices, and manufacturing

SignalPro is committing NT$3 billion (approx. US$100 million) to construct an advanced AI factory in Tainan, a strategic move designed to supply critical computing power and inference...

Monday 17 November 2025

Research Insight: Tesla and BYD compete beyond batteries, betting on AI and smart driving

DIGITIMES' latest analysis predicts that the global electric vehicle (EV) market will enter a phase of slower growth in 2026, with an...

Sunday 16 November 2025

Samsung reportedly targets 10% sales growth for next-gen foldables as Apple eyes 2026 debut

Samsung Electronics has reportedly set its sales targets for the next-generation foldables—Galaxy Z Fold8 and Flip8—aiming for roughly a 10% increase over the Galaxy Z...

Sunday 16 November 2025

Xiaomi strengthens AI capabilities with former DeepSeek researcher joining MiMo team

Former DeepSeek researcher Fuli Luo has officially confirmed her move to Xiaomi, marking a significant development for the Chinese tech giant's AI ambitions. Luo's recruitment is...

Sunday 16 November 2025

China's economy faces multiple pressures as investment uncertainty rises

The Chinese National Federation of Industries (CNFI) held its 79th Industrial Day celebration on November 11, 2025, in Taipei. CNFI is one of Taiwan's oldest and largest industry...

Friday 14 November 2025

Premiumization boosts Qualcomm as Apple posts fastest growth in India

India's smartphone market hit a five-year peak in the festive third quarter of 2025, growing 4.3% year-over-year to 48 million units, according to IDC data released recently. The...

Friday 14 November 2025

Advantech targets medical and robotics in edge AI

Embedded World North America 2025 took place in Anaheim, California, from November 4-6, 2025. Advantech, alongside partners including MediaTek, Qualcomm, Nvidia, and NXP Semiconductor,...

Friday 14 November 2025

China's supernode boom sends warning to Nvidia

Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure...

Friday 14 November 2025

Veon taps Starlink to deliver satellite mobile service across emerging markets

Veon's move into satellite-powered mobile services began during the Russia-Ukraine war, when its Ukrainian unit Kyivstar relied on...

Friday 14 November 2025

Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem

At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November...

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