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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 7 August 2025
Nvidia launches 800V HVDC architecture, passive component leaders enter the power supply chain
The power revolution in AI data centers has attracted global passive component leader Murata to actively participate. At the 2025 OCP APAC Summit held in Taiwan, Murata unveiled a...
Thursday 7 August 2025
User upgrades, merger effects drive Far EasTone's record-breaking 2Q25 results
Far EasTone Telecommunications (FET) has posted impressive results for the second quarter of 2025, benefitting from steady user upgrades to 5G, merger synergies, and stable growth...
Thursday 7 August 2025
Qualcomm's smartphone struggles deepen as Apple, Samsung chart own paths
Qualcomm is at a critical crossroads as it attempts to pivot beyond its reliance on the smartphone business in the era of artificial intelligence and expands into growth areas such...
Thursday 7 August 2025
LITEON ramps up US, Taiwan production amid tariff headwinds

LITEON prepaid US$13.4 million in tariffs on Battery Backup Units amid new 20% Taiwan-US tariffs...

Thursday 7 August 2025
Can Microsoft sustain US$4 trillion valuation amid AI uncertainty and OpenAI tensions?
Microsoft's market capitalization surged past US$4 trillion following its latest earnings release. While the company exceeded revenue expectations, significant challenges persist,...
Thursday 7 August 2025
Zettabyte secures strategic investment from Lam Research to expand global AI data center footprint
Zettabyte, an AI data center service provider, has secured a strategic investment from Lam Capital, part of Lam Research Corporation. The funding round also saw involvement from Taiwanese...
Thursday 7 August 2025
Ablecom breaks into AI server big league with surging growth, global expansion
Ablecom Technology, a leading server chassis manufacturer, has launched a new business unit to support increasing demand from AI server customers. The company plans to scale production...
Wednesday 6 August 2025
RichWave turns to non-China markets amid sluggish Wi-Fi 7 growth
Radio frequency front-end chipmaker RichWave held its earnings call on August 1, 2025, and shared its outlook for the coming months. In the second quarter, RichWave posted a loss...
Wednesday 6 August 2025
Taiwan seeks better tariff deal after US Section 232 investigations
After four rounds of in-person negotiations and multiple video conferences, Taiwan's provisional tariff rate has been set at 20%.
Wednesday 6 August 2025
Transcom's entry into Taiwan's advanced military projects boosted by certification
Gallium arsenide (GaAs), gallium nitride (GaN), and Monolithic Microwave Integrated Circuit (MMIC) power amplifier (PA) specialist Transcom announced on July 31, 2025, that it has...
Wednesday 6 August 2025
Johor approves 42 data center projects in 2Q25 to cement regional tech hub status
According to The Edge Malaysia, Johor approved 42 data center construction projects in the second quarter of 2025, reinforcing its position as Malaysia's leading destination...
Wednesday 6 August 2025
APN transforms transmission architecture, bringing new energy-saving solutions to Taiwan
With the rapid rise of generative AI (GenAI) and immersive applications, traditional network technologies are struggling to meet the surging data transmission demands. At the Open...
Wednesday 6 August 2025
Meta highlights heterogeneous integration as key for GPU deployment scaling to millions
The Open Compute Project Asia-Pacific Summit began on August 5 in 2024, in Taiwan, attended by several Meta Platforms Inc. representatives. Industry sources indicate that once GPU...
Wednesday 6 August 2025
Broadcom scales AI cloud with Jericho4 and bets on open interoperability
Broadcom has introduced its next-gen Ethernet switch chip, Jericho4, at the 2025 OCP APAC Summit, marking a key move toward scaling AI data center connectivity across regions. The...
Wednesday 6 August 2025
Exclusive: Cloud giants drive BBU surge, battery module suppliers surf strong momentum
Supply chain sources indicate that Samsung SDI, the leading manufacturer of battery cells for backup battery units (BBUs), plans to expand its production. Even Japan's Murata intends...