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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 17 November 2025
Taiwan MCU makers expand into power and cooling to mitigate AI data center power consumption surge
As rack-level power consumption and cooling requirements rise in data centers, Taiwanese microcontroller (MCU) suppliers are innovating in power-supply and cooling-fan controls. Nuvoton...
Monday 17 November 2025
Reducer demand rises as humanoid robot competition intensifies across Taiwan and China
As the integration of production technology advances, the demand for humanoid robots and robotic dogs is growing, with the reducer—a key component known for its high gross margin...
Monday 17 November 2025
Oppo boosts smartphone lifecycle and user experience with Apex Guard
To carve out new growth in the highly mature smartphone industry, Oppo, on November 14, launched its Apex Guard technology suite designed to safeguard user experience with quality...
Monday 17 November 2025
Microsoft launches AI superfactory to mitigate grid load
Microsoft has activated its data center in Atlanta, Georgia, connecting it with another Fairwater project data center in Wisconsin. This will support OpenAI and its own LLM training,...
Monday 17 November 2025
Auras Technology reports record highs amid strong liquid cooling demand
The demand for liquid cooling in AI server racks is soaring, driving significant operational growth for Taiwanese cooling module manufacturer Auras Technology. Chairman Yu-shen Lin...
Monday 17 November 2025
Nvidia tightens grip on Vera Rubin cooling supply chain, squeezing margins
Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform, tightening control over both assembly and key thermal components...
Monday 17 November 2025
Oppo opens CNY10 billion headquarters campus in Binhaiwan Bay, Dongguan
Oppo has officially opened its new headquarters campus in Binhaiwan Bay Area, Dongguan, China, following an investment exceeding CNY10 billion (approx. US$1.41 billion). The 930,000-square-meter...
Monday 17 November 2025
Apple reportedly plans CEO succession as Tim Cook's tenure may end by early 2026
Apple is reportedly preparing for a leadership transition, with CEO Tim Cook potentially stepping down as early as January 2026, according to reports from Reuters and TechCrunch,...
Monday 17 November 2025
Google to invest US$40 billion in Texas for cloud and AI data center expansion by 2027
Google has announced plans to invest US$40 billion in Texas through 2027, expanding its cloud and AI infrastructure with new data center campuses in Armstrong and Haskell counties.
Monday 17 November 2025
Former Google and Meta executives launch Majestic Labs to tackle AI memory bottlenecks
Three former senior executives from Google and Meta Platforms Inc. have launched Majestic Labs, a startup focused on developing advanced server architectures to address memory limitations...
Monday 17 November 2025
ZDT and Compeq gain on strong iPhone 17 sales, eye AI server growth in 2026
Taiwanese PCB makers Zhen Ding Technology (ZDT) and Compeq Manufacturing posted solid third-quarter 2025 results, lifted by stronger-than-expected sales from Apple's iPhone 17 lineup...
Monday 17 November 2025
Tainan to host AI factory focused on drones, medical devices, and manufacturing
SignalPro is committing NT$3 billion (approx. US$100 million) to construct an advanced AI factory in Tainan, a strategic move designed to supply critical computing power and inference...
Monday 17 November 2025
Research Insight: Tesla and BYD compete beyond batteries, betting on AI and smart driving

DIGITIMES' latest analysis predicts that the global electric vehicle (EV) market will enter a phase of slower growth in 2026, with an...

Sunday 16 November 2025
Samsung reportedly targets 10% sales growth for next-gen foldables as Apple eyes 2026 debut
Samsung Electronics has reportedly set its sales targets for the next-generation foldables—Galaxy Z Fold8 and Flip8—aiming for roughly a 10% increase over the Galaxy Z...
Sunday 16 November 2025
Xiaomi strengthens AI capabilities with former DeepSeek researcher joining MiMo team
Former DeepSeek researcher Fuli Luo has officially confirmed her move to Xiaomi, marking a significant development for the Chinese tech giant's AI ambitions. Luo's recruitment is...