Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 8 December 2025

3Q25 global top 20 EMS/ODM rankings: Chinese firms shift to automotive electronics and AI servers

The global electronics manufacturing services (EMS) and original design manufacturing (ODM) supply chain experienced many structural changes during the third quarter of 2025. In the...

Monday 8 December 2025

Samsung launches first tri-fold phone, focusing on strategic impact over sales

Samsung Electronics has unveiled its first tri-fold smartphone, the Galaxy Z TriFold, which will go on sale in South Korea starting December 12, 2025. The company plans to expand...

Monday 8 December 2025

Apple poised to overtake Samsung in 2025 smartphone shipments

Samsung Electronics is facing mounting challenges in the global smartphone market, with Apple poised to overtake the top spot in shipment volume in 2025 amid rising exchange rate...

Monday 8 December 2025

Starlink's debut in South Korea marks shift toward next-gen communications

Starlink, SpaceX's low-Earth-orbit (LEO) satellite internet service, officially went live in South Korea on December 4, 2025, marking a significant milestone for the country's next-generation...

Monday 8 December 2025

Chunghwa Telecom locks in 4.6B kWh green power in largest 20-year deal with Greenet

J&V Energy Technology's subsidiary Greenet, Taiwan's leading green electricity retailer, officially launched a 20-year green power wheeling agreement with telecommunications giant...

Monday 8 December 2025

Foxconn leads global EMS market with strong AI and Apple momentum

According to DIGITIMES' latest EMS/ODM revenue ranking report, Taiwan has a significant dominance in the sector. Taiwanese firms account for 70% of the top 20 EMS/ODM companies, with...

Monday 8 December 2025

India reviews proposal to make smartphone location tracking permanently active

India is reviewing a proposal that would require smartphone makers to keep satellite-assisted location tracking permanently enabled on all devices, triggering strong pushback from...

Monday 8 December 2025

IBM CEO warns AI data center investments tough to break even due to short hardware cycles

As tech giants race to build data centers targeting artificial general intelligence (AGI), IBM CEO Arvind Krishna cautions that the industry is on a costly path that's difficult to...

Monday 8 December 2025

EMS/ODM industry revenue growth powered by AI and Apple in the third quarter of 2025

DIGITIMES has reported that global EMS/ODM companies saw revenue growth in the third quarter of 2025, driven by AI as related orders sustained robust momentum throughout 2025, while...

Monday 8 December 2025

India roundup: India flip-flops on mandatory security app installation

India backtracks on plan for pre-installation of security app after public pushback. Global AI firms are partnering with local giants for AI data centers in India.

Monday 8 December 2025

Ritek revives growth by becoming an AI infrastructure dark horse

Ritek Group CEO Wang Ting-chang said the group has long invested in AI-linked fields such as power, semiconductor materials, and packaging...

Monday 8 December 2025

Huawei's Peter Zhou says China's storage stack is stressed yet still primed for global standing

China's storage industry is at a critical juncture. Surging AI workloads have fuelled a global shortage of high-bandwidth memory (HBM) and pushed storage to the forefront of the semiconductor...

Sunday 7 December 2025

Arbor and Adlink lay out 2026 strategies in edge AI

The largest determining factor for whether AI compute can be industrialized and achieve commercial viability will depend on the deployment speed of edge AI and industrial IoT (IIoT)...

Saturday 6 December 2025

CASwell accelerates software-hardware integration drive to boost 2026 growth

CASwell expects steady growth in 2025 despite currency volatility and tight supplies of memory and CPUs. Chairman Steve Chu told investors on December 1 that revenue for the first...

Saturday 6 December 2025

Taiwan taps tech strengths to accelerate smart healthcare push

Taiwan's smart-healthcare sector is gaining momentum, powered by decades of accumulated expertise in electronics and information and...

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