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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 26 December 2025
Taiwan smartphone market growth to stall in 2026 amid rising prices and memory squeeze
Taiwan's smartphone market is expected to face another challenging year in 2026, as rising device prices, extended replacement cycles, and persistent memory supply constraints limit...
Friday 26 December 2025
Huawei raises Chinese-made components to 60% in flagship smartphones
Huawei Technologies has lifted the share of Chinese-made components in its latest premium smartphones to nearly 60% by value, underscoring how years of US export controls have accelerated...
Friday 26 December 2025
From satellites to solar power: How space became the next strategic battleground2025
The space industry is undergoing a profound transformation. What was once the domain of government agencies has become a strategic battleground. Commercial innovation, military priorities,...
Friday 26 December 2025
AI data center boom deepens reliance on Chinese components despite supply chain shifts
Rising global investment in artificial intelligence is accelerating data center construction. This is intensifying demand for power, cooling, and energy storage equipment, reinforcing...
Friday 26 December 2025
Fuel cells ramp up to meet surging AI power demand
Solid oxide fuel cells (SOFCs) are drawing significant attention because of their flexible and rapid deployment capabilities as AI's electricity demand continues to skyrocket. Kaori...
Friday 26 December 2025
AI drives high-speed optics shift as LuxNet, TrueLight scale 800G and CW lasers by 2026
As AI workloads intensify and data centre architectures evolve, optical communications vendors are positioning co-packaged optics (CPO) and silicon photonics (SiPh) as core mid- to...
Thursday 25 December 2025
US and European chipmakers lead GaN push for data centers
Gallium nitride power devices are rapidly penetrating AI data centers as soaring electricity demand forces operators to rethink power efficiency and density. The shift is pushing...
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.