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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 22 December 2025
Central bank raises Taiwan's 2025 growth forecast to 7.31%
Taiwan's Central Bank has sharply revised its economic growth forecast for 2025 to 7.31% from the 4.55% projected in September, citing the absence of US semiconductor tariffs under...
Monday 22 December 2025
Apple to launch new personalized Siri in 2026 as cautious approach to AI strategy
Apple has confirmed it will release a new generation of Siri in 2026, marking a major software update and a renewed effort to compete in the artificial intelligence (AI) sector. The...
Monday 22 December 2025
Samsung tri-fold smartphone sells out in Taiwan on launch
Samsung Electronics launched its first tri-fold smartphone, the Galaxy Z TriFold, in Taiwan on December 18. The company announced on December 19 that the entire initial shipment had...
Monday 22 December 2025
Apple iPhone 17 series drives smartphone market growth in China and beyond
Apple's iPhone 17 series has achieved strong sales following its September 10 launch, with the standard iPhone 17 maintaining its price despite upgraded specifications. This contributed...
Monday 22 December 2025
Wistron invests US$683M to expand AI server capacity, backs US cloud startup
Wistron's board approved a new investment plan on December 19 to expand AI server and networking production. The company will build a new factory in Vietnam for network products and...
Monday 22 December 2025
Power supply tech diverges for cloud and edge AI
Amid sustained investments in AI computing infrastructure fueled by cloud service providers (CSPs) and large data centers, a structural differentiation has quietly emerged in the...
Monday 22 December 2025
Sugon debuts scaleX, China's first physical 10,000-accelerator AI supercluster

At the HAIC2025 Artificial Intelligence Innovation Conference in Kunshan on December 18, Dawning Information Industry Co. (Sugon) unveiled...

Sunday 21 December 2025
Taiwan academics seek to break through SiPh yield bottlenecks
Cloud computing, GenAI, and high-performance computing continue to drive bandwidth and energy efficiency demands. Line rates have now been pushed beyond 100–200Gbps. The intense...
Saturday 20 December 2025
6G shift: Telecom base stations moving to space
The global telecommunications equipment market is entering a period of profound change. As the technological roadmap for 6G increasingly points toward non-terrestrial networks, or...
Saturday 20 December 2025
Apple set to reclaim global smartphone lead as Samsung faces sales warning
Apple is poised to surpass Samsung Electronics in global smartphone shipments in 2025, marking its first return to the top spot in 14 years. Meanwhile, Samsung's smartphone business,...
Friday 19 December 2025
Samsung releases Exynos 2600 specs and confirms 2nm AP in mass production
According to Yonhap News and The Korea Herald, Samsung Electronics has posted a full specification sheet for its mobile application processor (AP), the Exynos 2600,...
Friday 19 December 2025
Samsung turns memory shortage into advantage as others consider reducing capacity
As memory shortages and price increases extend through 2026, smartphone companies are considering downgrading memory capacities in their devices. Despite this, Jacob Chen, president...
Friday 19 December 2025
Memory shortages reshape smartphone market as costs hit 35% of mid-range devices
Research institutions predict that global smartphone shipments could decline by 1–2% in 2026 due to memory shortages, with mid- and low-range devices expected to be most affected...
Friday 19 December 2025
Samsung to supply SOCAMM2 LPDDR modules to Nvidia
Samsung Electronics has moved ahead in the race to supply next-generation AI server memory, providing Nvidia with samples of its SOCAMM2 LPDDR-based modules. The development signals...
Friday 19 December 2025
Memory shortage drives price hikes in China's PC and smartphone markets
China's 3C market has been reporting successive price hikes despite a sluggish macroeconomic environment and deflationary pressure. Xiaomi, followed by Honor, Lenovo, and Dell, have...