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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 15 July 2025
AI boom is transforming data centers & pushing energy limits
There is no question that AI and cloud computing have been rapidly revolutionizing the technology landscape. From capacity expansion and energy pressure to cooling innovations, data...
Tuesday 15 July 2025
Meta's AI ambitions go gigawatt-scale in race for superintelligence

Meta Chief Executive Mark Zuckerberg announced plans to invest hundreds of billions of dollars over the next several years to build a...

Tuesday 15 July 2025
Samsung Display reportedly secures exclusive OLED deals for Apple's first foldable iPhone
Samsung Display is reportedly gearing up to become the exclusive supplier of OLED panels for Apple's first foldable iPhone, signaling a deepening partnership between two of the biggest...
Monday 14 July 2025
SoftBank to launch high-altitude 5G network using solar planes and airships by 2026
SoftBank is preparing to commercialize its next-generation telecommunications infrastructure using high-altitude platforms by 2026, marking a pivotal milestone in its UTX (Ubiquitous...
Monday 14 July 2025
Tariffs impact economy, but AI servers remain an exception, says Wistron
Wistron president and CEO Jeff Lin stated that AI servers represent a rigid demand and are not affected by reciprocal tariffs. However, mature consumer products such as notebooks...
Monday 14 July 2025
Taiwan must move beyond OEM/ODM to export complete systems, particularly aging-related technology, says NSTC Minister
Taiwan must move beyond its traditional OEM (original equipment manufacturing) and ODM (original design manufacturing) model and focus on exporting complete systems, particularly...
Monday 14 July 2025
Smartphone brands expand AI adoption to mid-to-high-end models to boost sales in 2H25
As the third quarter of 2025 kicks off, smartphone brands around the world are rolling out new models, hoping to rejuvenate the sluggish market as inflation, currency swings, and...
Monday 14 July 2025
Cisco drives AIoT proof of concept from point to area, aims to extend Asia New Bay Area experience to semiconductor industry
As AIoT technology deepens its application across industrial sectors, networking and cybersecurity brand Cisco has partnered with Genesis to launch the "AIoT Sustainable Innovation...
Monday 14 July 2025
As Nvidia soars, Taiwan's AI OEMs outpace TSMC in growth
Nvidia's landmark surge to a US$4 trillion market capitalization on July 10 has reverberated across the global tech landscape—but nowhere more profoundly than in Taiwan. As...
Monday 14 July 2025
Foxconn reportedly begins iPhone 17 component imports from China as India and US watch Apple's global moves closely
Foxconn has reportedly begun importing key components from China to India for the iPhone 17, marking the start of trial production. The development comes as both India and the US...
Saturday 12 July 2025
Chipmakers bet on premium smartphones to weather 2H25 headwinds
Despite a generally negative outlook for the second half of the year, Largan, a key market indicator, stressed during its earnings call that the demand momentum for new flagship smartphones...
Saturday 12 July 2025
Google brings Gemini AI to Wear OS, boosting Samsung's new smartwatch and foldables

Google is bringing its Gemini artificial intelligence model to smartwatches running Wear OS, marking a significant expansion beyond smartphones...

Friday 11 July 2025
Apple plans new MacBook Pro, iPhone 17e and iPads by early 2026
Apple Inc. is planning an ambitious pipeline of new products for release during the first half of 2026, including a new low-end iPhone, multiple iPads and upgraded Macs.
Friday 11 July 2025
How Taiwan's EMS evolved: From PCs and smartphones to AI servers and deep semiconductor integration
The advent of the personal computer (PC) provided an opportunity for Taiwan's manufacturing services to further evolve.
Friday 11 July 2025
US weighs new export controls on AI chips to Thailand and Malaysia

The US Department of Commerce is reportedly preparing new regulations that would restrict the export of advanced AI chips to Thailand...