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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 1 October 2025
OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan
OpenAI is intensifying efforts to expand its artificial intelligence computing infrastructure, relying heavily on Taiwan's semiconductor supply chain. On September 30, OpenAI CEO...
Wednesday 1 October 2025
Techman Robot eyes US plant amid Section 232 tariff impact on robotics
Techman Robot chairman Shi-chi Ho highlighted that rapid advances in artificial intelligence (AI) in recent years, from large language models (LLM) to vision-language models (VLM),...
Wednesday 1 October 2025
SK Telecom launches independent AI company with US$3.5 billion investment plan over 5 years
SK Telecom (SKT) has established an internal independent company, AI CIC, to consolidate and expand its AI business, accelerating AI innovation. The company plans to invest KRW5 trillion...
Tuesday 30 September 2025
Rising AI glasses challenge next-generation smartphone designs
The AI glasses jointly launched by Meta and Ray-Ban have been selling well. With strong promotion from other major brands such as Google and Samsung Electronics, AI glasses are now...
Tuesday 30 September 2025
Allied Circuit, Meiko to co-build high-layer PCB plant in Vietnam for AI servers
Compal Electronics' PCB subsidiary, Allied Circuit Co., Ltd. (ACCL), has announced a joint venture with Japan's Meiko to establish a high-layer count (HLC) printed circuit board plant...
Tuesday 30 September 2025
Qualcomm balances AI PC tech and user experience, cites Apple as WoA ecosystem cornerstone
Qualcomm has launched its new Snapdragon X2 Elite PC chip platform in 2025, aiming to expand its reach in the AI PC market. Mandar Deshpande, senior director of product management...
Tuesday 30 September 2025
DeepSeek launches new open-source AI model with Huawei, Cambricon, Hygon support
DeepSeek unveiled its next-generation large language model, DeepSeek-V3.2-Exp, on September 29, 2025, and released it as open source on Hugging Face. The new model features a sparse...
Tuesday 30 September 2025
Commentary: How a US$20M TSMC tape-out led to Xiaomi's 3nm breakthrough
At Xiaomi's 2025 annual conference, founder Lei Jun spoke with calm restraint about the company's self-developed Xring O1 chip. Yet beneath that composure were moments of risk and...
Tuesday 30 September 2025
Lei Jun’s ten-year bet: Why Xiaomi chose hard road to chip independence

On the evening of September 25, Xiaomi founder and CEO Lei Jun took the stage for his sixth annual keynote, titled simply: "Change."...

Tuesday 30 September 2025
AI phones still lack killer feature despite Qualcomm, MediaTek, and Apple's push
At its annual Snapdragon Summit in Hawaii, Qualcomm unveiled its latest Snapdragon 8 Elite Gen5 processor, setting the stage for a new wave of AI-powered flagship smartphones in 2025...
Tuesday 30 September 2025
Pegatron integrates 5G O-RAN with satellite communication to enhance disaster-resilient networks
The combination of 5G open radio access network (O-RAN) technology with satellite communications and private networks has become a key focus in recent years for disaster prevention...
Tuesday 30 September 2025
Apple reportedly develops ChatGPT-like app to test revamped Siri after multiple delays
Apple has built an internal ChatGPT-like iPhone app to help test and prepare for a major overhaul of its voice assistant, Siri, Bloomberg reported. The app, code-named Veritas,...
Tuesday 30 September 2025
Meta's Zuckerberg warns of potential AI bubble but favors heavy investment in US tech sector
Concerns about a possible artificial intelligence (AI) investment bubble have emerged in the US technology sector, with Meta Platforms Inc. CEO Mark Zuckerberg acknowledging the risk...
Tuesday 30 September 2025
Qualcomm elevates China at Snapdragon Summit 2025 in Beijing
On September 24, Qualcomm staged its annual Snapdragon Summit across Beijing and Hawaii. With US–China trade tensions flaring again under President Donald Trump's second term,...
Tuesday 30 September 2025
Schneider Electric and Nvidia announce global partnership on AI data center infrastructure
Schneider Electric and Nvidia have announced a global strategic partnership to advance the development of infrastructure supporting artificial intelligence workloads. The collaboration...