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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 1 October 2025
Qualcomm's 2025 Snapdragon Summit: solid upgrades but AI vision falls short
Qualcomm's annual Snapdragon Summit officially concluded last week and benchmark scores for the new products are now being released. Overall, Qualcomm has delivered significant upgrades...
Wednesday 1 October 2025
China's Zhaoxin unveils KH-50000 server chip in direct shot at AMD
Shanghai Zhaoxin Semiconductor has unveiled the Kaisheng KH-50000 server CPUs, aiming squarely at AMD's EPYC line. Debuting at Alibaba Cloud's Apsara Conference 2025, the chips were...
Wednesday 1 October 2025
CoreWeave inks US$14.2 billion AI cloud deal with Meta, signaling surge in AI infrastructure demand
CoreWeave, a cloud computing services provider, disclosed in a US Securities and Exchange Commission filing on September 25 that it has entered into a new order form with Meta Platforms...
Wednesday 1 October 2025
Galaxy S26 Ultra: Samsung taps Mcnex for periscope lens, reportedly curbing Sunny Optical's role
Samsung Electronics is overhauling its flagship smartphone camera supply chain for the Galaxy S26 Ultra, with South Korea's Mcnex taking over folded zoom (periscope) module supply...
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...