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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 4 November 2025
IREN signs US$9.7 billion GPU cloud deal with Microsoft to expand AI infrastructure
On November 3, IREN announced a multi-year contract with Microsoft to provide GPU cloud services, marking a significant milestone for the AI infrastructure provider. Under the five-year...
Tuesday 4 November 2025
Qualcomm's AI200 and AI250 challenge Nvidia's dominance in AI data center chip market
Qualcomm has officially announced its entry into the data center AI chip sector with the launch of its next-generation solutions for AI inference computing, built on AI200 and AI250...
Tuesday 4 November 2025
Taiwan rolls out new measures to sustain manufacturing edge amid labor shortages
Following multiple rounds of negotiation and the successful "Trump–Xi summit," US–China trade tensions have eased, reflecting a cautiously resilient yet competitive relationship...
Tuesday 4 November 2025
Nvidia's NVQLink breaks quantum computing barriers, proving that GPUs remain irreplaceable
Nvidia CEO Jensen Huang stressed that the combination of quantum computing with AI will be crucial for driving developments in future technology, with industry consensus highlighting...
Tuesday 4 November 2025
Quantum computing hits key turning point as Nvidia and partners drive real-world applications
The quantum computing industry is at a critical inflection point, shifting from "scientific fantasy" to practical industrial application, driven by major breakthroughs in quantum...
Tuesday 4 November 2025
China's Beidou satellites power a new era of homegrown navigation chips

As China completes the global deployment of its BeiDou-3 Navigation Satellite System, officials are now focused on exporting the technology...

Tuesday 4 November 2025
Murata clarifies US$15B supply plan for US data center represents component supplies, not capital investment
Murata president Norio Nakajima revealed on October 31, 2025, during an online earnings briefing that the company will supply power modules, batteries, multilayer ceramic capacitors...
Tuesday 4 November 2025
CXMT launches LPDDR5X to target mid-high-end mobile market
CXMT has released its LPDDR5X products on its official website to coincide with rising global memory prices. Many major companies, such as Samsung, SK Hynix, and Micron, are benefitting...
Monday 3 November 2025
Chunghwa Telecom becomes Taiwan's first carrier with full multi-orbit satellite license
Chunghwa Telecom announced on November 3, 2025, that it has received formal approval from regulators to begin commercial operations using SES's O3b medium-Earth orbit (MEO) satellite...
Monday 3 November 2025
Nvidia links compute and network with Nokia in US$1 billion AI infrastructure push
As the AI race intensifies, telecom giant Nokia has reemerged into the global spotlight following a strategic investment by Nvidia. Industry analysts highlight that Nokia's role as...
Monday 3 November 2025
Nvidia expands partnership with Samsung and SK Hynix in AI memory technology development
Nvidia CEO Jensen Huang has confirmed continued collaboration with South Korean memory giants Samsung Electronics and SK Hynix, highlighting their crucial role in the next wave of...
Monday 3 November 2025
Samsung challenges Chrome dominance with new PC browser launch
Samsung Electronics has officially launched its new PC web browser, Samsung Internet PC, marking a major step in its effort to extend its mobile ecosystem to desktop platforms. The...
Monday 3 November 2025
Taiwan manufacturing set to gain as traditional and electronics sectors strengthen
The recent meeting between US President Donald Trump and his Chinese counterpart Xi Jinping has eased tensions between the two countries, de-escalating rare earth export controls...
Monday 3 November 2025
Amazon launches Rainier data center in Indiana to support AI startup Anthropic
Amazon Web Services (AWS) has activated its Rainier data center in Indiana, US, to accelerate the training of Anthropic's large language model (LLM), Claude, using Amazon's proprietary...
Monday 3 November 2025
From protest to persuasion: how Silicon Valley learned to talk to Trump
After hosting GTC DC to discuss quantum computing, 6G, and autonomous driving, Nvidia CEO Jensen Huang flew to South Korea to attend the APEC CEO Summit and meet with leading Korean...