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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Sunday 5 October 2025
AI data center surge tests connector makers on speed, power, and cooling
The global AI boom is driving a new wave of server and data center build-outs. With hyperscalers and chipmakers expanding compute infrastructure, data transmission is surging, and...
Sunday 5 October 2025
Oppo and other smartphone makers challenge DJI in handheld smart imaging market
DJI, a long-standing leader in consumer-grade handheld imaging devices, is facing a new wave of competition from major consumer electronics players. Recent reports indicate that smartphone...
Friday 3 October 2025
From scenic city to China's AI Silicon Valley: the driving forces behind Hangzhou's transformation
At the annual China International Supply Chain Expo in July 2025, Alibaba Cloud founder and Zhejiang Lab director Dr. Jian Wang personally invited Nvidia CEO Jensen Huang to visit...
Friday 3 October 2025
Microsoft invests in Nebius to expand AI computing capacity
Microsoft Corp. has entered a US$19.4 billion partnership with Nebius, a Neocloud provider, to secure over 100,000 Nvidia GPUs. This agreement is intended to enhance Microsoft's large...
Friday 3 October 2025
Qualcomm wins lawsuit to secure Oryon CPU, hints at easing ties with Arm
Qualcomm announced a legal victory this week in its patent dispute with Arm. The US District Court for Delaware dismissed Arm's claims against Qualcomm and Nuvia regarding licensing...
Friday 3 October 2025
OpenAI's massive memory deal with Samsung and SK Hynix signals shift in AI chip supply chain
OpenAI has signed a sweeping cooperation agreement with Samsung Electronics and SK Hynix, securing high-performance memory supplies for the massive Stargate Project. According to...
Friday 3 October 2025
Wiwynn accelerates global factory expansion amid booming AI server demand
Wiwynn is rapidly expanding its manufacturing footprint worldwide, driven by strong orders for AI servers expected to sustain through 2027. The company's president, William Lin, highlighted...
Friday 3 October 2025
Apple eyes Taiwan for foldable iPhone trials amid supply chain shifts
Apple is reportedly considering establishing a small-scale trial production line in Taiwan to support the development and process validation of its upcoming foldable iPhone, as the...
Friday 3 October 2025
Samsung accelerates humanoid robot R&D to stake future role in robotics ecosystem
Samsung Electronics is stepping up its robotics ambitions, advancing research and development across multiple humanoid robot types while leveraging its ecosystem strengths to secure...
Friday 3 October 2025
Taiwan's economy hits new heights on semiconductor, AI, and green infrastructure strengths
Taiwan is set to surpass South Korea in per capita GDP a year ahead of schedule, reaching the US$40,000 target by 2026. This is fueled by record-breaking exports, robust semiconductor...
Friday 3 October 2025
Taiwan IPC market in recovery despite looming tariff and supply chain risks
Due to exchange rate and tariff fluctuations in the first half of 2025, Taiwan's industrial PC (IPC) manufacturers were facing pressure on continued growth. However, the situation...
Friday 3 October 2025
Taiwan machine tools hit by tariffs, weak Europe; components ride robotics wave
The Taiwanese machinery industry is experiencing a challenging 2025, with traditional sectors grappling with tariff and currency pressures in the first half of the year. The US's...
Friday 3 October 2025
Nvidia's Spectrum-X dominates Ethernet switch market, surpassing Cisco
Since the generative AI (GenAI) era began in late 2022, Nvidia has been known for its GPU-driven revenue surge. Now, with the success of its Spectrum-X platform, Nvidia is replicating...
Friday 3 October 2025
Research insight: Nvidia's US$100 billion OpenAI investment builds closed-loop control of AI cloud market
In September 2025, Nvidia announced plans to invest up to US$100 billion in OpenAI in phases, deploying at least 10GW of Nvidia server systems to support the development of next-generation...
Thursday 2 October 2025
Meta launches AI-generated video feed, raising copyright and misinformation concerns
Social media giant Meta has announced the launch of its Vibes video generation service within the Meta AI app, allowing users to create videos using their own materials or remix other...