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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 27 October 2025
US and Malaysia strike deal to secure rare earth supply chain
On October 26, US President Donald Trump attended the ASEAN Summit in Kuala Lumpur, Malaysia, where the US and Malaysia signed a trade agreement and a memorandum of understanding...
Monday 27 October 2025
Taiwan Mobile continues talks with LEO satellite firms, awaits right timing for partnerships
With Amazon's low Earth orbit (LEO) satellite broadband network Project Kuiper expected to enter Taiwan, with Chunghwa Telecom (CHT) and Far EasTone Telecommunications (FET) actively...
Monday 27 October 2025
Ablecom breaks ground on phase 4 plant in northern Taiwan to meet AI server demand
To capitalize on the surging demand for artificial intelligence (AI) servers, Ablecom, a leading supplier of server chassis and cooling solutions, has commenced construction of its...
Monday 27 October 2025
As Huawei stumbles, ByteDance quietly rewrites China’s AI cloud order
Huawei Cloud CEO Zhang Ping'an and several top executives were recently demoted and had their salaries reduced, officially due to "performance falsification." The punishment, however,...
Monday 27 October 2025
Taiwan firm turns to smart server locks as AI data centers demand tighter security
Electronic component distributor WFE Technology is set to list on the Taipei Exchange (TPEx) in mid-to-late November 2025, positioning itself to benefit from rising cybersecurity...
Saturday 25 October 2025
OpenAI, AMD, Broadcom unite behind Ethernet to reshape AI infrastructure
The Ethernet for Scale-Up Networking (ESUN) Alliance officially launched at the 2025 Open Compute Project (OCP) Global Summit, uniting North America's AI heavyweights, including OpenAI,...
Saturday 25 October 2025
Taiwan telco trio compete for Amazon's Kuiper satellite partnership
Amazon's low-Earth-orbit satellite network, Project Kuiper, may soon land in Taiwan, where competition among local telecom operators is intensifying. Reports suggest Far EasTone Telecom...
Friday 24 October 2025
Korean firm wins top innovation award for transparent 5G/6G antenna technology
Automotive electronics manufacturer THN grabbed a Top Innovation Technology Award here on October 23 at the Future Innovation Technology Expo (FIX 2025) for its breakthrough transparent...
Friday 24 October 2025
Micron begins sampling 192GB low-power DRAM module for AI servers

Micron Technology has started customer sampling of its new 192GB SOCAMM2 (Small Outline Compression Attached Memory Module), a low-power...

Friday 24 October 2025
Taiwan shifts from assembly to architecture in the AI data center race
As global demand for AI computing power skyrockets, the data center landscape is undergoing a significant transformation — shifting away from standalone server performance and...
Thursday 23 October 2025
Dong Fang Offshore expands fleet to tap AI-driven undersea cable boom, set for mainboard listing
Taiwan's offshore wind maritime engineering firm Dong Fang Offshore (DFO) is set to transition from the over-the-counter (OTC) market to the Taiwan Stock Exchange mainboard in mid-November...
Thursday 23 October 2025
Samsung set to roll out Ballie AI robot in Vietnam with launch imminent
Samsung Electronics is reportedly set to start production of its AI-powered home assistant robot, Ballie, at its facility in Ho Chi Minh City, Vietnam, suggesting that the long-delayed...
Thursday 23 October 2025
Dell turns to Taiwan's Compal for AI server production in supply shift
Compal Electronics Inc., one of Taiwan's leading contract manufacturers, has reportedly secured orders from Dell Technologies to produce AI servers beginning in 2026 — a milestone...
Thursday 23 October 2025
AI drives flexible server architectures as multimodal demand rises
Demand for AI servers remains robust, prompting industry players to actively develop and continuously update product architectures. Supply chain observers note that as AI endpoint...
Thursday 23 October 2025
Quanta server revenue up 50%, expanding US and Thailand capacities
Quanta Senior Vice President Mike Yang stated that Quanta will continue expanding production capacity in the US and Thailand. Although Taiwan is no longer considering factory expansion,...