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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 2 October 2025
Supernodes, not servers: How Alibaba, Baidu, Huawei are rewiring AI compute
At the Apsara Conference 2025, Alibaba introduced its PanJiu AI Infra 2.0 with a 128-chip supernode, the most-watched launch of the event. The debut underscores how China's cloud...
Thursday 2 October 2025
Wiwynn breaks ground on new headquarters in Taipei with 2029 completion target
Wiwynn officially began construction of its new headquarters in Neihu District, Taipei, during a ceremony held on October 2. The event was led by chairperson and CSO Emily Hong, with...
Thursday 2 October 2025
Intel bets its future on Nvidia's CUDA
When Intel and Nvidia announced their partnership on September 18, 2025, the US$5 billion equity stake dominated headlines. But beneath the financial fanfare lies a far more consequential...
Thursday 2 October 2025
Taiwan Mobile partners with Systex to launch one-stop enterprise cybersecurity platform
Taiwan Mobile (TWM) has partnered with uniXecure, the cybersecurity arm of SYSTEX Corporation, to launch CyberShield, a comprehensive solution offering six core cybersecurity services...
Thursday 2 October 2025
Commentary: China's computing power market faces contract cancellations as AI bubble bursts
Huatie's CNY3.69 billion (US$518.3 million) computing contract ended without delivery, indicating potential cancellations in China's computing market. Speculative contracts amid rising...
Thursday 2 October 2025
China's CNY3.69B compute contract canceled amid delivery doubts
Huatie announced the termination of a CNY3.69 billion(US$518.3 million) five-year GPU cloud computing service contract with an undisclosed Hangzhou company after zero deliveries in...
Thursday 2 October 2025
OpenAI CEO's Korea visit leads to memory supply pact and AI data center plan
OpenAI CEO Sam Altman arrived in South Korea on October 1 to advance cooperation agreements with leading conglomerates SK Group and Samsung. His visit included meetings with SK chairman...
Thursday 2 October 2025
Google DeepMind introduces advanced Gemini Robotics 1.5 models to enhance robot reasoning and task execution
Google DeepMind has announced the release of two updated AI models, Gemini Robotics 1.5 and Gemini Robotics-ER 1.5, aimed at improving robots' ability to reason, plan multi-step tasks,...
Thursday 2 October 2025
Apple reportedly integrates 45 companies into India supply chain
Apple is accelerating its manufacturing expansion in India amid global supply chain uncertainties, integrating nearly 45 local and international partners into its ecosystem. With...
Thursday 2 October 2025
ODM shifts to server demand as 4Q25 consumer market weakens
Consumer electronics like notebooks are losing momentum amid a sluggish 2025 market. However, AI-driven server demand is surging, providing sustained growth for ODMs.
Thursday 2 October 2025
Column: Pentagon boosts investment in Quantum navigation as GPS limitations drive search for alternatives
Quantum technologies, long confined to academic theory, are now laying the groundwork for a revolution in navigation. While the term "quantum computing" often raises fears about data...
Wednesday 1 October 2025
Qualcomm's 2025 Snapdragon Summit: solid upgrades but AI vision falls short
Qualcomm's annual Snapdragon Summit officially concluded last week and benchmark scores for the new products are now being released. Overall, Qualcomm has delivered significant upgrades...
Wednesday 1 October 2025
China's Zhaoxin unveils KH-50000 server chip in direct shot at AMD
Shanghai Zhaoxin Semiconductor has unveiled the Kaisheng KH-50000 server CPUs, aiming squarely at AMD's EPYC line. Debuting at Alibaba Cloud's Apsara Conference 2025, the chips were...
Wednesday 1 October 2025
CoreWeave inks US$14.2 billion AI cloud deal with Meta, signaling surge in AI infrastructure demand
CoreWeave, a cloud computing services provider, disclosed in a US Securities and Exchange Commission filing on September 25 that it has entered into a new order form with Meta Platforms...
Wednesday 1 October 2025
Galaxy S26 Ultra: Samsung taps Mcnex for periscope lens, reportedly curbing Sunny Optical's role
Samsung Electronics is overhauling its flagship smartphone camera supply chain for the Galaxy S26 Ultra, with South Korea's Mcnex taking over folded zoom (periscope) module supply...