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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 10 September 2025
Apple absorbs tariff impact, keeps most iPhone 17 prices steady to stay competitive
Apple has largely held steady on iPhone 17 pricing despite potential US tariffs on imported smartphones, introducing only a modest increase for the iPhone 17 Pro. The approach highlights...
Wednesday 10 September 2025
Growth in military and semiconductor sectors fuels new momentum for IPC firms
Industrial PC (IPC) companies have begun releasing their revenue figures for August 2025. Despite challenges from the global high-interest-rate environment and geopolitical tensions,...
Wednesday 10 September 2025
OpenAI reportedly in talks to bring US$500 billion Stargate project to India, sparking data center expansion
The Economic Times, citing unnamed sources, reported that OpenAI is holding preliminary discussions with Indian data center firms, including Sify Technologies, Yotta Data...
Wednesday 10 September 2025
Compal partners with ZutaCore to redefine AI server cooling with waterless direct liquid technology
Taiwan's Compal Electronics has announced a strategic collaboration with US-based ZutaCore, a leader in waterless direct chip liquid cooling, to bring transformative cooling technology...
Wednesday 10 September 2025
AI infrastructure investment may enter adjustment phase in 2026, with small-and medium-sized business demand driving new momentum
At the SEMICON Taiwan event held in September, key international figures from the semiconductor, robotics, and future vehicle sectors convened, highlighting Taiwan's rising importance...
Wednesday 10 September 2025
Apple launches iPhone 17 Pro, Pro Max and thinnest-ever Air with new A19 Pro chip

Apple on September 10 unveiled one of its broadest product updates in recent years, spanning the iPhone 17 family, a new thin-and-light...

Tuesday 9 September 2025
Microsoft signs US$19.4 billion deal with Nebius amid surging AI cloud demands
The artificial intelligence (AI) boom continues to drive unprecedented computing power demands. Microsoft has signed a five-year AI cloud computing agreement with Nebius valued at...
Tuesday 9 September 2025
Samsung Electronics sees growth in Taiwan despite market challenges
Samsung Electronics has reported strong performance in Taiwan across smartphones, tablets, and wearables in 2025, overcoming challenges such as tariffs, exchange rate fluctuations,...
Tuesday 9 September 2025
Chip, cloud, and AI firms unite to break Nvidia's stranglehold
AMD will launch new products in 2025 and 2026, with OpenAI set to adopt them. OpenAI and Broadcom are targeting mass production in 2026. Interest in diverse AI chip solutions is growing,...
Tuesday 9 September 2025
Aplex partners with Adirtek to enter CoWoS supply chain
Industrial PC (IPC) manufacturers have been actively expanding into new application markets in recent years, optimistic about the semiconductor industry's growing demand for full-process...
Tuesday 9 September 2025
Taiwan's industrial PC firms expand role in semiconductor supply chain amid rising demand
Taiwan's semiconductor sector continues to assert its significance globally, with surging demand for advanced processing and packaging technologies driving industrial PC (IPC) manufacturers...
Tuesday 9 September 2025
Apple to unveil new products in annual event as 5G modem chip strategy evolves
Apple's much-anticipated annual event is scheduled for September 10 at 1 a.m. Taiwan time, where several new products, including the iPhone series, Apple Watch, and AirPods Pro, are...
Tuesday 9 September 2025
Taiwan steps up in satellite and 6G race, eyes role in Starlink and Kuiper networks
Taiwan is intensifying its bid to gain ground in the rapidly expanding satellite communications market. The National Science and Technology Council (NSTC), together with the Ministry...
Monday 8 September 2025
Taiwan PCB makers pivot to AI servers amid China exodus
As the four major cloud service providers (CSPs) aggressively ramp up their presence in the AI computing market, Taiwan's printed circuit board (PCB) industry is experiencing a clear...
Monday 8 September 2025
Micron targets Galaxy LPDDR5X, pressuring Samsung supply
Micron Technology is rumored to be significantly increasing its share of low-power DRAM supply for Samsung Electronics' Galaxy S series smartphones. South Korean industry insiders...