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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Sunday 10 August 2025
AI infrastructure era arrives: new quarterly capex records across the field
The AI race has evolved into a contest over the pace of AI infrastructure development. Seven leading global tech companies have hit a record high in combined quarterly capex, with...
Sunday 10 August 2025
Far EasTone participates in LiTV's new funding round to deepen video streaming content
Far EasTone Telecommunications (FET) held its earnings call for the second quarter of 2025 on August 6, during which the company also revealed that its board of directors has approved...
Saturday 9 August 2025
AI servers' 800V power upgrade presents transformation opportunity for power supply chain
As artificial intelligence (AI) computing demands increasingly more power, providing stable and ample electricity has become a critical issue in the AI industry's development. Nvidia...
Saturday 9 August 2025
Dynamic's Thailand plant to volume produce AI server motherboards in 4Q25, with AI revenue expected to reach 20% by 2026
Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale...
Saturday 9 August 2025
Exein expands globally to address IoT security challenges, leveraging Taiwan's advanced manufacturing ecosystem
Rising concerns over vulnerabilities in Internet of Things (IoT) devices—estimated to account for nearly one-third of global cybersecurity risks—are fueling a surge in...
Saturday 9 August 2025
Nvidia under fire as US eyes chip tracking to close export loopholes
The US has imposed export controls on critical chips bound for China, but smuggling and transshipment through third countries into China continue to occur, demonstrating that the...
Friday 8 August 2025
Non-AI workloads dominate data centers despite ChatGPT popularity
Research from SemiAnalysis reveals that non-AI workloads still dominate data center operations in the Asia-Pacific region, while AI-related workloads are expected to grow significantly...
Friday 8 August 2025
Taiwan govt pushes back on tech exodus fears, floats tax breaks
Taiwanese companies expanding operations in the US are unlikely to reverse course, even under mounting pressure from US President Donald Trump's proposed trade barriers. But senior...
Friday 8 August 2025
Airoha projects strong 1H25 growth on European expansion and optical shipments

Airoha, MediaTek's chip subsidiary, reported strong growth for the first half of 2025 driven...

Thursday 7 August 2025
Strong AI data center demand drives Chief Telecom's record-high profits in 1H25
IDC provider Chief Telecom has once again delivered outstanding profitability. Benefiting from robust demand for AI data center services, Chief Telecom's net profit margin and EBITDA...
Thursday 7 August 2025
Nvidia launches 800V HVDC architecture, passive component leaders enter the power supply chain
The power revolution in AI data centers has attracted global passive component leader Murata to actively participate. At the 2025 OCP APAC Summit held in Taiwan, Murata unveiled a...
Thursday 7 August 2025
User upgrades, merger effects drive Far EasTone's record-breaking 2Q25 results
Far EasTone Telecommunications (FET) has posted impressive results for the second quarter of 2025, benefitting from steady user upgrades to 5G, merger synergies, and stable growth...
Thursday 7 August 2025
Qualcomm's smartphone struggles deepen as Apple, Samsung chart own paths
Qualcomm is at a critical crossroads as it attempts to pivot beyond its reliance on the smartphone business in the era of artificial intelligence and expands into growth areas such...
Thursday 7 August 2025
LITEON ramps up US, Taiwan production amid tariff headwinds

LITEON prepaid US$13.4 million in tariffs on Battery Backup Units amid new 20% Taiwan-US tariffs...

Thursday 7 August 2025
Can Microsoft sustain US$4 trillion valuation amid AI uncertainty and OpenAI tensions?
Microsoft's market capitalization surged past US$4 trillion following its latest earnings release. While the company exceeded revenue expectations, significant challenges persist,...