Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 25 August 2025

Galaxy S25 sales hit 3m; Samsung pushes display innovation

Samsung Electronics has sold over 3 million units of its Galaxy S25 series as of August 1, surpassing the Galaxy S24 series' sales pace by more than two months. This strong sales...

Sunday 24 August 2025

Taiwan economist: US subsidy flip and Trump tariff threats could shake investor trust

The US Department of Commerce is reportedly weighing whether to convert part of the subsidies granted to Intel and TSMC under the CHIPS and Science Act into equity stakes. Chung-Shu...

Friday 22 August 2025

Commentary: Pixel 10 marks Google's decade of hardware struggles

The launch of the Pixel 10 series marks the tenth anniversary of Google's Pixel brand. Over the past decade, the company's smartphone venture has highlighted persistent shortcomings...

Friday 22 August 2025

AI server demand powers Getac’s revenue upgrade

AI servers are in high demand. Getac Holdings' subsidiary, Atemitech, began setting up production capacity for AI server chassis and racks at the end of 2024 and has started shipments...

Friday 22 August 2025

AUO subsidiaries present smart manufacturing and carbon management tools

Two subsidiaries of AUO Corporation—AUO Digitech and AUO Envirotech—are set to showcase a suite of AI-powered sustainability...

Friday 22 August 2025

As Microsoft doubles down on AI, Azure Space is relegated to the sidelines

As Microsoft intensifies its focus on artificial intelligence, several non-AI-related divisions have faced significant cuts — with...

Friday 22 August 2025

Joint modules key to electric machinery alliance targeting humanoid robot market

The robotics supply chain states that at the current stage of humanoid robot development, mechanical components—primarily critical parts—account for about 50% of the total...

Friday 22 August 2025

India sees 30% tariffs fuel rise in smartphone exports to US in 1H25

India has overtaken China as the top smartphone exporter to the US, marking a major shift in global supply chains. According to Counterpoint Research and Canalys, Apple-led shipments...

Friday 22 August 2025

Energy + Intelligence: Energy challenges and industry opportunities in the AI era

History shows that past productivity improvements have always been accompanied by high-density energy conversion and industrial efficiency enhancements: from hydropower, steam, electrification,...

Friday 22 August 2025

Taisol Electronics pursues alternative strategy in server liquid cooling

Cooling module manufacturer Taisol Electronics has made significant progress in the server liquid cooling market. Its recently developed 120kW liquid cooling CDU has been sent to...

Friday 22 August 2025

Jochu to ramp up server cabinet production in 2026, reduce losses at Vietnam plant by 1Q26

Jochu Technology, a metal processing and integrated solution provider, has seen lower-than-expected performance in the first half of 2025, due to increased expenses and depreciation...

Friday 22 August 2025

Google switches to TSMC for Tensor G5 as Pixel 10 series launches

Google has officially launched its latest lineup of Pixel devices, all powered by the next-generation Tensor G5 chip, built using TSMC's...

Friday 22 August 2025

Apple to open third India store in Bangalore as iPhone sales surge

Apple will open a new retail store in Bangalore on September 2, marking its third outlet in India after Mumbai and Delhi. The expansion reflects Apple's deepening push into the country's...

Friday 22 August 2025

Taiwan unveils first humanoid robot amid industry challenges

Techman Robot, a subsidiary of Quanta Group, recently introduced Taiwan's first humanoid robot, marking a significant milestone in the local robotics industry. Despite this technological...

Friday 22 August 2025

Meta bets big on Google Cloud in US$10 billion AI infrastructure pact

In a groundbreaking move signaling a new chapter in cloud infrastructure partnerships, Meta has reportedly signed a multi-billion-dollar,...

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