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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 28 August 2025
Taiwan smartphone market gains momentum from new product launches in July
Despite challenges such as high market penetration, extended replacement cycles, tariffs, and inflation, Taiwan's smartphone market saw July shipments rebound above 400,000 units...
Thursday 28 August 2025
Analysis: Meta's US$10B Google Cloud deal highlights reliance amid chip and AI struggles
Meta Platforms has reportedly signed a six-year agreement worth US$10 billion with Google Cloud, marking an unprecedented partnership between two dominant companies in digital advertising...
Thursday 28 August 2025
Micron CEO reportedly meets Samsung's MX division head, bolstering grip on Galaxy's DRAM supply
Micron is tightening its grip on Samsung's flagship smartphone supply chain, even as the South Korean tech giant works to steady its own memory production business.
Thursday 28 August 2025
From private cloud to private AI: VMware targets next AI goldmine
Broadcom-owned virtual cloud software giant VMware officially kicked off its annual Explore event in Las Vegas. In 2024, its AI developments were only discussed in interviews after...
Thursday 28 August 2025
Smart finance in action: How E.Sun deploys AI to combat fraud and boost banking efficiency
Facing increasingly complex fraud and financial risks, the banking industry is actively integrating AI technologies. At a technology forum held on August 27 in Taipei, Jyh-Shing Roger...
Thursday 28 August 2025
CHT calls for public-private partnership to build sovereign AI with localized data and supply chains
As the global AI wave accelerates, the concept of sovereign AI is moving to the forefront. At a recent event, Chunghwa Telecom (CHT) Chairman Alex C. C. Chien emphasized that Taiwan...
Thursday 28 August 2025
Microsoft, Nvidia, and OpenAI warn AI training workloads may destabilize power grids
Microsoft., Nvidia, and OpenAI have released a report highlighting the risks that power consumption fluctuations during artificial intelligence (AI) training could pose to electrical...
Thursday 28 August 2025
Broadcom's 'open philosophy' tested: VMware-Nvidia alliance contrasts with chip rivalry
Broadcom, the ASIC powerhouse often cast as Nvidia NVLink's chief rival, hosted the VMware Explore conference in the US this week.
Thursday 28 August 2025
Nvidia ramps GB300, RTX PRO, and Rubin platforms as AI infrastructure demand soars
Nvidia posted US$46.7 billion in revenue for the second quarter, up 56% year-on-year, driven by strong AI and data center demand. Looking ahead, the company is ramping GB300 racks,...
Thursday 28 August 2025
Nvidia Q2 revenue surges 56%, excludes China H20 sales from 3Q outlook
Nvidia posted second-quarter of fiscal 2026 revenue of US$46.74 billion, up 56% from a year earlier, fueled by demand for its AI chips and data center products. The company expects...
Thursday 28 August 2025
Wistron chairman sees going global as an opportunity for businesses
Although tariff issues have temporarily eased, the industry remains concerned about the unknown implications of the US Section 232 investigation. In response, Wistron chairman Simon...
Wednesday 27 August 2025
Rebellions unveils chiplet AI accelerator to challenge Nvidia in hyperscale market
Korea-based Rebellions unveiled its next-generation AI accelerator, REBEL-Quad, at the Hot Chips 2025 symposium in California, positioning itself as a direct rival to Nvidia's Blackwell...
Wednesday 27 August 2025
Trans-Sun Materials bets on AI servers, IPCs, and robotics for 2026 growth
Electronic functional materials provider Trans-Sun Materials Technology has identified AI servers and industrial computers as its key growth engines for 2026. The company also expects...
Wednesday 27 August 2025
Pegatron launches high-performance servers with Nvidia RTX PRO 6000 GPUs for AI and enterprise applications
Pegatron unveiled two new server platforms, AS205-2T1 and AS400-2A1, featuring Nvidia RTX PRO 6000 Blackwell Server Edition GPUs. These servers target enhanced performance in AI inference,...
Wednesday 27 August 2025
Vivo V60 and foldable X series set to drive 40% sales growth in Taiwan mid-to-high-end segment
Vivo Taiwan is aggressively expanding its presence in the smartphone market. Following the recent debut of its first foldable device, the X Fold5, which marked a major step in strengthening...