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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 24 December 2025
CHT builds AI base with Kaohsiung, all-optical backbone network set for 2026
Chunghwa Telecom (CHT) is expanding its AI and infrastructure footprint by establishing a shared AI exhibition space and research and development office at Kaohsiung's Pier F on December...
Wednesday 24 December 2025
ByteDance advances AI phone partnerships to secure legal identity system for AI agents
Following ByteDance's early December 2025 launch of the Doubao AI Phone with Nubia, a ZTE subsidiary, Jiemian News and National Business Daily reported that the...
Wednesday 24 December 2025
Taiwan's November export orders up nearly 40%, driven by US AI demand
Taiwan's Ministry of Economic Affairs (MOEA) announced on December 23, 2025, that export orders from the US reached US$28.45 billion in November 2025, up 12.5% sequentially and 56.1%...
Wednesday 24 December 2025
China's battery and energy storage firms lead, fueled by AI-driven power demand surge
The rapidly increasing electricity demand from global artificial intelligence (AI) data centers is placing significant pressure on power grids worldwide. Chinese battery, energy storage,...
Wednesday 24 December 2025
Samsung's 'Wide Fold' sets up a 4:3 foldable showdown with Apple in 2026
Samsung Electronics is preparing to escalate the foldable smartphone race. Industry sources say the company plans to launch a new foldable handset, internally dubbed "Wide Fold,"...
Wednesday 24 December 2025
AI chips run too hot: Engineers race to reinvent cooling
The rapid growth of generative AI and large-scale models has significantly increased power consumption in computing chips, pushing thermal management into critical focus. High-end...
Tuesday 23 December 2025
Apple suppliers Lens, Lingyi iTech move into AI server hardware

As demand for AI computing power continues to surge, traditional Apple supply-chain manufacturing heavyweights are accelerating their transformation,...

Tuesday 23 December 2025
Taiwan's top telcos trio boost 5G penetration with new incentives
Taiwan's leading telecom operators are entering the second phase of 5G deployment, as the focus turns toward improved network experiences to drive user adoption.
Tuesday 23 December 2025
Techman Robot and CSBC deepen collaboration to advance AI welding cobots in shipbuilding
Techman Robot has announced an expanded technical partnership with CSBC Corp. to develop AI-driven collaborative robots (cobots) tailored for narrow-space welding tasks in the shipbuilding...
Tuesday 23 December 2025
Samsung reportedly secures over 60% of iPhone 17 DRAM supply, extends lead to iPhone 18
Samsung Electronics has reportedly become the largest supplier of mobile DRAM for Apple's iPhone 17, a trend expected to continue with the upcoming iPhone 18. Industry analysts attribute...
Tuesday 23 December 2025
ByteDance reportedly to increase 2026 capex with major focus on AI chips
ByteDance is preparing to raise its capex to CNY160 billion (approx. US$22.70 billion) in 2026, allocating over half of this amount, CNY85 billion, towards purchasing artificial intelligence...
Tuesday 23 December 2025
Chinsan eyes stronger cloud server demand in 2026 with BBU supply
Chinsan, a Taiwanese aluminum capacitor manufacturer, held an in-person investor briefing on December 22, 2025. General manager Ching-Hsin Chiang said that growth momentum in the...
Tuesday 23 December 2025
Taiwan automation specialist boosts Malaysia production to serve regional markets
Taiwan's major automation equipment controller maker Syntec Technology has begun construction of its second-phase factory in Malaysia, representing a strategic investment of over...
Tuesday 23 December 2025
Alphabet's Intersect acquisition underscores rising power constraints on AI and cloud expansion
Alphabet has agreed to acquire Intersect, a provider of data center and energy infrastructure solutions, in a cash deal valued at US$4.75 billion plus the assumption of debt, the...
Tuesday 23 December 2025
QNAP denies platform breach amid hacker intrusion claims
QNAP Systems officially listed on Taiwan's over-the-counter stock exchange on December 22, 2025, but faced reports of a suspected hacker intrusion on its first day. The company quickly...