Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 1 December 2025

India roundup: India launches US$820M scheme to secure local rare earth supply

India aims to secure rare earth magnet supply amid Chinese dominance as firms from the country deepen ties with Korean giants.

Monday 1 December 2025

Riding the AI wave, Abico Asia pivots toward robotics and semiconductors

As generative AI applications surge, global venture investment has shown a steady rebound, with AI and robotics emerging as two of the...

Sunday 30 November 2025

Taiwan's vertical integration cluster advantage limits industry relocation risk

Amid reports that Taiwan plans to invest US$400 billion in the US to secure better tariff treatment, avoid overlapping tax rates, and reduce Section 232 impacts under the Trump administration,...

Sunday 30 November 2025

Loop Telecom eyes rebound as US infrastructure spending picks up

Taiwanese networking equipment supplier Loop Telecom expects its business to accelerate in late 2025 and strengthen through 2026, driven by new product rollouts and the resumption...

Sunday 30 November 2025

Solvit unveils tools to accelerate search-and-rescue in signal dead zones

South Korea's Solvit System is rolling out new search-and-rescue technologies designed to locate missing people in areas with no mobile coverage. The company introduced two systems...

Saturday 29 November 2025

Tech giants lead energy self-sufficiency push

As AI computing power surges exponentially, electricity has become a critical strategic resource for the tech industry. With traditional power supply models struggling to meet the...

Saturday 29 November 2025

OT vulnerabilities push cybersecurity to core competency in manufacturing

As global supply chains realign and tariff barriers rise, Taiwan's manufacturing sector—at the heart of this storm—feels the uncertainty acutely. At the Fortinet Cybersecurity...

Friday 28 November 2025

Japan plans 600-kilometer quantum communication network by 2027

Following the lead of China, the European Union (EU), and South Korea, Japan has unveiled plans to build its own long-distance quantum...

Friday 28 November 2025

Google's TPU shakes up ASIC market, challenging Nvidia's lead

Google's push to expand its Tensor Processing Unit platform is drawing renewed attention across the AI chip sector, prompting debate over whether the company intends to challenge...

Friday 28 November 2025

Liquid cooling opportunities bring optimism for Walrus Pump in 2026

Raymond Huang, chairman of water pump leader Walrus Pump, stated that 2026 will see four main growth drivers: this includes the launch of the new Kaohsiung Luzhu Global Factory, industrial...

Friday 28 November 2025

Daikin targets AI cooling boom with plan to triple North America revenue

Daikin Industries said at a 27 November briefing in Osaka that soaring server-cooling demand from the rapid uptake of generative AI has led the company to target over JPY300 billion...

Friday 28 November 2025

Google's TPU strategy mounts fresh challenge to Nvidia's GPU lead

Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI...

Friday 28 November 2025

Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers

Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027, with procurement potentially reaching tens...

Friday 28 November 2025

Exclusive: CSPs lock in memory capacity with two-year LTAs through 2028

Explosive AI demand is accelerating a historic global memory chip shortage, with major cloud service providers (CSPs) securing multi-year long-term agreements (LTAs) to guarantee...

Friday 28 November 2025

Commentary: China's humanoid robot boom faces order uncertainty

The humanoid robot sector in China is experiencing rapid growth in production capacity, despite unclear large-scale demand, as companies prepare for anticipated commercialization...

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