CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 31 October 2025
Intel eyes SambaNova in potential AI chip deal
Intel is in preliminary discussions to acquire artificial intelligence chip startup SambaNova, according to Bloomberg citing people familiar with the matter. The potential...
Friday 31 October 2025
Compal to expand server manufacturing in Texas
Compal Electronics' wholly owned subsidiary, Compal US Technology (CUT), has secured board approval to lease new facilities in Taylor and Georgetown, Texas. The move aims to reinforce...
Friday 31 October 2025
Delta Electronics sees AI boom stretch power and cooling capacity to the limit
Global AI growth continues unabated, with Delta Electronics emerging as a key indicator of demand for AI server power and cooling systems. At its latest investor meeting, chairman...
Friday 31 October 2025
Amazon’s US$125B AI supply chain: custom chips and terawatt ambitions
Amazon highlighted its growing investments in artificial intelligence (AI) and cloud infrastructure during its third-quarter 2025 earnings call, underscoring a significant acceleration...
Friday 31 October 2025
Apple eyes record holiday quarter as iPhone and services momentum build
Apple reported record fiscal fourth-quarter results, with revenue rising nearly 8% year over year to US$102.47 billion, driven by double-digit growth in services and solid demand...
Friday 31 October 2025
Amazon’s Q3 results reveal an AI-powered rebound in the cloud
Amazon reported better-than-expected third-quarter results, driven by accelerating growth in its cloud division and steady expansion across online retail and subscription services...
Thursday 30 October 2025
Trump concludes Asia tour with rare earth and tech deals
US President Donald Trump has ended his six-day trip to Asia.
Thursday 30 October 2025
Nokia base stations to integrate Nvidia GPUs for AI-RAN, 6G development
Future Nokia base stations will adopt Nvidia ARC, integrating Grace CPUs with Blackwell GPUs, as part of a long-term collaboration between the two companies on 5G and 6G base station...
Thursday 30 October 2025
Jensen Huang dispels AI bubble concerns, but Cisco executives warn that market correction is inevitable
Nvidia CEO Jensen Huang has dismissed AI bubble concerns at GTC DC, claiming that market demand is real and tangible. He stated that customers are willing to pay for powerful AI models...
Thursday 30 October 2025
Arm, AMD, and Nvidia join OCP board as AWS remains absent
Arm recently announced that it, along with AMD and Nvidia, has been appointed to the Open Compute Project (OCP) board. These companies will collaborate with major players such as...
Thursday 30 October 2025
Samsung 3Q25 marks the reset of the global memory hierarchy
Samsung Electronics staged a strong rebound in the third quarter of 2025 and set the tone for the next phase of the memory cycle, where AI infrastructure, premium product mix, and...
Thursday 30 October 2025
Lite-On projects double growth in 4Q25, eyes full-year rebound
Lite-On Technology expects to return to a growth trajectory in 2025 while simultaneously accelerating its global capacity expansion, according to company president Anson Chiu. The...
Thursday 30 October 2025
Celestica delivers record third-quarter results on strong AI infrastructure demand, raises full-year outlook
Celestica reported strong financial results for the third quarter of 2025, driven by sustained demand from key hyperscale customers investing heavily in artificial intelligence data...
Thursday 30 October 2025
Flex posts record quarter as it pivots toward higher-margin, AI-focused business

Flex, a global manufacturing and supply-chain solutions company, reported record earnings for its fiscal second quarter, buoyed by...

Thursday 30 October 2025
AMD completes divestiture of ZT Systems manufacturing business to Sanmina
On October 27, 2025, AMD completed the divestiture of ZT Systems' US-headquartered data center infrastructure manufacturing business to Sanmina Corporation. Under the agreement, AMD...