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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 11 September 2025
OpenAI's US$300 billion Oracle deal underscores AI infrastructure boom and massive cash burn it comes with
OpenAI has reportedly signed a contract with Oracle to purchase roughly US$300 billion in computing power over the next five years, according to people familiar with the matter, a...
Thursday 11 September 2025
Apple brings vapor chamber cooling to iPhone 17 Pro after six-year wait, yet many suppliers now chase AI servers
Apple is preparing to debut vapor chamber (VC) cooling in the upcoming iPhone 17 Pro, with Taiwan's Asia Vital Components (AVC) and China's Suzhou Tianmai Thermal Technology reportedly...
Thursday 11 September 2025
Foxconn and Tata reshape Apple supply chain as first iPhone 17 production shifts to India
Apple has officially launched its iPhone 17 series, signaling a major shift in its global supply chain strategy as geopolitical tensions and trade uncertainties persist. The company...
Thursday 11 September 2025
China downplays India’s role, yet Taiwan supply chain braces for Apple’s next moves
China's large-scale industrial mobilization is on full display as the iPhone 17 enters mass production, with Foxconn's Zhengzhou factory reportedly operating at maximum capacity to...
Thursday 11 September 2025
Apple's iPhone 17 launch puts India in the frame, but China still calls the shots
Apple's unveiled iPhone 17 series includes units manufactured in India, sparking significant discussion about the evolving dynamics in the company's global supply chain. Indian facilities...
Thursday 11 September 2025
Momo's August revenue rises 4.4% MoM, iPhone upgrade wave to potentially boost sales recovery
Momo reported consolidated revenue of NT$8.49 billion (approx. US$279.9 million) in August, marking a 4.4% month-over-month increase. However, since the beginning of 2025, monthly...
Thursday 11 September 2025
Chieftek Precision to expand robot development with modular systems beyond humanoid designs
The global robotics sector continues to grow as Taiwanese transmission component manufacturer Chieftek Precision announces a strategic focus on robot development, moving beyond humanoid...
Thursday 11 September 2025
Foldables gain ground: Samsung leads in Taiwan, Vivo expands with aggressive strategy
The foldable phone market has gained significant traction with recent product launches from Samsung Electronics and Vivo. Samsung continues to dominate Taiwan's foldable segment,...
Wednesday 10 September 2025
Google leads cloud AI race with advanced TPU chips, says industry insiders
Competition among major US cloud service providers (CSPs) and AI firms is intensifying, with Google currently perceived as holding a leading position in the overall AI market. Its...
Wednesday 10 September 2025
Nvidia's server rack transition delays revenue growth but AI servers expected to recover in late 2025
Nvidia's shift from GB200 to GB300 server racks is anticipated to regain growth momentum in September 2025 after a transitional slowdown in July and August, benefiting ODMs in the...
Wednesday 10 September 2025
Acer's Pan-Asia HQ advances non-PC business, subsidiaries showing strong growth
Acer's Pan-Asia Operations have made notable progress in expanding their non-PC business sectors through three subsidiaries—Acerpure, Altos, and HSN—each targeting distinct...
Wednesday 10 September 2025
Apple absorbs tariff impact, keeps most iPhone 17 prices steady to stay competitive
Apple has largely held steady on iPhone 17 pricing despite potential US tariffs on imported smartphones, introducing only a modest increase for the iPhone 17 Pro. The approach highlights...
Wednesday 10 September 2025
Growth in military and semiconductor sectors fuels new momentum for IPC firms
Industrial PC (IPC) companies have begun releasing their revenue figures for August 2025. Despite challenges from the global high-interest-rate environment and geopolitical tensions,...
Wednesday 10 September 2025
OpenAI reportedly in talks to bring US$500 billion Stargate project to India, sparking data center expansion
The Economic Times, citing unnamed sources, reported that OpenAI is holding preliminary discussions with Indian data center firms, including Sify Technologies, Yotta Data...
Wednesday 10 September 2025
Compal partners with ZutaCore to redefine AI server cooling with waterless direct liquid technology
Taiwan's Compal Electronics has announced a strategic collaboration with US-based ZutaCore, a leader in waterless direct chip liquid cooling, to bring transformative cooling technology...