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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Thursday 20 November 2025
GMI Cloud's US$500 million project positions Taiwan as Asia's AI infrastructure hub
Driven by the expansion of AI computing centers and semiconductor fabs, high-safety lithium iron battery UPS and energy storage systems are becoming key to power infrastructure upgrades,...
Thursday 20 November 2025
US approves advanced chips for Saudi Arabia to foster global AI hub
After months of negotiations, the US has approved the export of up to 70,000 advanced AI chips to Emirati firm G42 and Saudi Arabia's Humain, marking a major milestone for both Gulf...
Thursday 20 November 2025
Lite-On advances 800V HVDC architecture as AI factories enter the MW power era
As the global AI wave pushes computing infrastructure into the megawatt (MW) era, Taiwan's Lite-On Technology is moving quickly to meet the demands of next-generation AI factories...
Thursday 20 November 2025
AMD, Cisco, and HUMAIN form joint venture to deploy up to 1GW of AI infrastructure in Saudi Arabia
AMD, Cisco, and HUMAIN announced a joint venture to develop up to 1GW of AI infrastructure in Saudi Arabia by 2030, beginning with a 100MW deployment in 2026. The project aims to...
Thursday 20 November 2025
xAI and HUMAIN to deploy 500MW Grok data center in Saudi Arabia
xAI, Elon Musk's AI startup, has partnered with Saudi Arabia's state-backed HUMAIN to build a 500MW data center to host the Grok AI platform. The initiative aims to create a national...
Thursday 20 November 2025
Pegatron secures new AI server business to deploy GB300 and B200 racks in US data centers
Pegatron has announced a strategic three-party collaboration with AI cloud service provider Together AI and AI digital infrastructure supplier 5C Group to jointly deploy a next-generation...
Thursday 20 November 2025
Memory inflation hits IT market
Driven by a sharp surge in memory prices, the market widely expects that IT products such as servers, smartphones, and PCs will see significant price increases in 2026. Analysts believe...
Thursday 20 November 2025
Edom says memory price hikes impact demand, but high-value-added products are less affected
IC distributor Edom Technology says that the notebook (NB) and networking markets are the two major development pillars for Taiwan, and that the networking market in particular holds...
Wednesday 19 November 2025
US non-tariff measures drive Taiwanese firms to accelerate investment pivot
The US is intensifying its use of four key non-tariff measures—anti-dumping duties, balancing taxes, antitrust actions, and forced labor bans—creating mounting compliance...
Wednesday 19 November 2025
Oppo focuses on software to boost smartphone competitiveness
Oppo is ramping up efforts to enhance the global competitiveness of its mobile devices by concentrating not only on hardware research and development but also on optimizing its operating...
Wednesday 19 November 2025
AI and chip demand drives Taiwan air freight rates higher
Taiwan's air cargo market is bracing for further increases in shipping prices as sustained demand for AI servers and semiconductor components drives record export volumes. Freight...
Wednesday 19 November 2025
RISC-V reaches data-center tier in China with StarFive's 'Lion Rock' breakthrough

China's AI server vendors are accelerating their shift toward self-developed architectures, bringing RISC-V from edge devices into data-center...

Wednesday 19 November 2025
Power chip startups drive vertical power delivery trend
Silicon Valley venture firm Playground recently showcased seven semiconductor startups at a media event in Taiwan. Beyond the well-known Ayar Labs, d-Matrix, and NextSilicon, two...
Wednesday 19 November 2025
DFI bets big on edge AI, predicts drone demand surge in 2026

DFI is sharpening its focus on edge AI and long-lifecycle industrial markets as global supply chains shift and AI deployments accelerate...

Wednesday 19 November 2025
AMD eyes US$20B data center GPU revenue in 2 years, bets on rack-level MI400 growth
AMD CEO Lisa Su revealed at a recent Financial Analyst Day in New York that the company expects to generate about US$34 billion in revenue in 2025, with approximately US$16 billion...