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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 13 November 2025
Google, AMD, Nvidia reveal AI development roadmaps from cloud to physical world
In light of AI bubble concerns, Google, AMD, and Nvidia came together to share insights on generative AI expansion and development strategies. All three companies are confident in...
Thursday 13 November 2025
Exclusive interview: OneWeb eyes Asia-Pacific as key growth engine in the global satellite race

As the global deployment of low-Earth orbit (LEO) satellites accelerates, the Asia-Pacific region has become a strategic frontier for...

Thursday 13 November 2025
GlobalFoundries raises 4Q25 outlook on strong auto, data center demand
GlobalFoundries forecasts stronger results for the fourth quarter of 2025, saying robust demand from automotive and data center customers is expected to offset continued weakness...
Thursday 13 November 2025
Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model
Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta,...
Thursday 13 November 2025
Pegatron outlines growth strategy with focus on servers and automotive electronics to reduce iPhone reliance
Pegatron Corp. held an online investor briefing on November 12 to review its third-quarter 2025 performance and outline expectations for the coming quarters and beyond. The company...
Thursday 13 November 2025
Pegatron’s post-China pivot accelerates with a new U.S. server line in 2026
Pegatron Corp. is accelerating its shift away from China, increasing the share of manufacturing capacity located outside the country to 30-40% in 2025 from 20-30% in 2024, the company's...
Thursday 13 November 2025
Foxconn earnings stay firm for 2025 as Liu cites “signs to be optimistic” for 2026
Foxconn (Hon Hai Precision Industry Co.) posted robust performance in the third quarter of 2025, driven by new smartphone launches, smart consumer electronics, AI servers, and cloud...
Thursday 13 November 2025
AI data center power consumption drives SOFC deployment in Taiwan
Energy Taiwan 2025 concluded on October 31, 2025, with one key takeaway being that the massive power demand from AI data centers is driving the deployment of emerging low-carbon energy...
Thursday 13 November 2025
Microsoft, Google pour billions into Europe to build the next AI compute hub
Microsoft and Google have unveiled plans to expand their artificial intelligence (AI) infrastructure in Europe with a combined investment of more than US$16 billion. The initiatives...
Wednesday 12 November 2025
Foxconn hits US$32B in AI server sales, eyes strong 4Q25 growth on rack demand
Foxconn said at its November 12, 2025, earnings briefing that the AI sector remains in high-growth mode, driven by surging demand for computing power and large-scale production of...
Wednesday 12 November 2025
ASMedia eyes growth as AMD market share rises, Techpoint revenue boosts 2026 outlook
ASMedia reported a 41% quarter-over-quarter and 62% year-over-year rise in net profit after tax to NT$1.582 billion (US$51 million) in the third quarter of 2025, driven by stronger...
Wednesday 12 November 2025
AMD's latest product roadmap revealed, Zen 7 debuts
AMD unveiled its latest CPU and GPU product roadmap during investor day, confirming the launch of the Zen 6 architecture built on TSMC's 2nm process in 2026. The next-generation Zen...
Wednesday 12 November 2025
BizLink acquires XFS to strengthen high-speed transmission portfolio
BizLink recently announced its financial results for the third quarter of 2025, reporting record-breaking operational performance. The company also disclosed the acquisition of 100%...
Wednesday 12 November 2025
EU moves to ban Chinese telecom gear, push unified cybersecurity standards
The EU is actively discussing legislation to prohibit Chinese telecommunications equipment from entering member states, aiming to strengthen regional information security defenses...
Wednesday 12 November 2025
China leads global 6G patent applications
At the 2025 World Internet Conference Wuzhen Summit, the China Internet Development Report 2025 showed that as of the first half of 2025, China accounted for about 40.3% of global...