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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Monday 10 November 2025
SK Telecom's new CEO outlines AI infrastructure as core growth strategy
South Korea's SK Telecom (SKT) has appointed a new CEO, Jai-hun Jung, and is aiming to use AI infrastructure as its key driver for future growth. At the SK AI Summit 2025, Jung unveiled...
Monday 10 November 2025
SDI partners with Infineon to develop lead frame technology for AI and third-gen semiconductors
Taiwan-based lead frame manufacturer SDI announced it has signed a right of first offer (ROFO) agreement with Infineon Technologies to jointly advance the development of lead frame...
Monday 10 November 2025
Technical challenges loom over Google's orbital AI data center plans
Google CEO Sundar Pichai recently announced Project Suncatcher, an initiative to deploy the company's AI computing power via solar-powered satellites in low Earth orbit (LEO). Equipped...
Sunday 9 November 2025
uPI applies power IC demand growth across three segments
The rise of global AI applications has driven increased demand for power ICs, with power management IC (PMIC) design company uPI Semiconductor reporting steady demand for integrated...
Sunday 9 November 2025
AI bubble concerns mount amid 2026 shipment uncertainty
AI-related products have become a key growth engine for Taiwan's economy, being a major driver of Taiwan's exports in 2024 and boosting investment in 2025. However, as companies continue...
Sunday 9 November 2025
Next-gen power systems aim to cool AI’s growing energy appetite
The rise of artificial intelligence has sharply increased the demand for computing power, making electricity consumption and grid bottlenecks a central concern for data centers. With...
Saturday 8 November 2025
Taiwan firms remain committed to local investments despite expansions in US
US president Donald Trump predicts that within two years, the US will control 40-50% of the global chip market. He claims that major Taiwanese companies are establishing plants in...
Saturday 8 November 2025
How China hits hard to power its AI ambitions post-Nvidia
China is accelerating its drive for technological self-sufficiency by subsidizing electricity costs for data centers that use domestic AI chips, even though they consume far more...
Saturday 8 November 2025
WT Microelectronics sees strong 2026 growth on rising AI data center demand
WT Microelectronics expects strong momentum from AI-driven data centers to continue through 2026, citing surging global demand for computing and communications products.
Friday 7 November 2025
Twoway Communications reports strong revenue and outlines growth strategy under new COO
Twoway Communications announced on November 5 that its unaudited consolidated revenue for the third quarter of 2025 reached NT$353 million (approx. US$11.42 million), with a gross...
Friday 7 November 2025
CHT launches NT$1 billion cultural fund to boost Taiwan film and TV industry
Chunghwa Telecom (CHT) is expanding its footprint in the film and television sector by establishing an NT$1 billion (approx. US$32.3 million) cultural and creative fund, with operations...
Friday 7 November 2025
Far EasTone posts record 3Q25 revenue driven by mobile and ICT segment growth
Far EasTone (FET) reported consolidated revenue of NT$26.39 billion (approx. US$851.8 million) in the third quarter of 2025, marking a 6.7% year-on-year increase and setting a new...
Friday 7 November 2025
Taiwan's AI export surge fuels record US trade surplus, sparking currency pressure risks
The ongoing surge in artificial intelligence (AI) investments has deepened the reliance of the four major US cloud service providers (CSPs) on Taiwan's AI chips and servers, significantly...
Friday 7 November 2025
South Korea's Tesollo unveils human-like robot grippers, wins Techman Robot partnership
South Korean startup Tesollo Inc. has successfully developed a multi-joint robotic gripper with high dexterity and direct force output that closely replicates human hand movements...
Friday 7 November 2025
AAEON eyes 3-5 year edge AI surge amid rising NA market challenges
As the edge AI market rapidly heats up, creating growth opportunities for the industrial PC (IPC) sector, AAEON expects demand to enter a phase of explosive growth within the next...