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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 18 June 2025
Huawei’s AI weather model among top performers in China tests
China’s weather agency is testing more than a dozen artificial intelligence models in an effort to enhance its forecasting, with a system from Huawei Technologies Co. showing...
Wednesday 18 June 2025
Taiwan rises to 6th in global competitiveness rankings, driven by robust AI, chip, and R&D strengths
Taiwan has climbed two places to secure 6th position in the 2025 IMD World Competitiveness Yearbook, outperforming 63 of the 69 economies surveyed. The country also retained its title...
Wednesday 18 June 2025
PCL fast-tracks CPO production as US cloud giants pushing AI infrastructure
PCL Technologies has secured a significant laser optical packaging order from Broadcom for its next-generation data center switch chips, signaling a milestone in the commercial rollout...
Wednesday 18 June 2025
Trump Mobile's T1 phone shows signs of Chinese origin despite 'all-American' claims
The Trump Organization unveiled Trump Mobile on June 16, 2025, promoting it as an all-American wireless provider with a flagship T1 phone boasting made-in-USA credentials. However,...
Wednesday 18 June 2025
Fortune Electric secures key Stargate order
Fortune Electric, a leading Taiwanese heavy electrical equipment manufacturer, has become the first from Taiwan to join the US Stargate supplier list amid growing global demand for...
Wednesday 18 June 2025
Quanta breaks from contract roots, bets on AI, quantum, and smart tech

Quanta Computer Chairman Barry Lam said the company's long-term strategy revolves around building the next generation of computing systems—from...

Tuesday 17 June 2025
AI reshapes server supply chain: parts makers ascend to system integration
The rise of artificial intelligence (AI) has generated new cross-industry business opportunities with component manufacturers such as InWin, AIC, and Chenming Electronic all expanding...
Tuesday 17 June 2025
Liquid cooling trend drives Taiwanese firms into AI server supply chain
The clear trend toward liquid cooling for AI servers is creating cross-industry opportunities for Taiwanese companies previously outside the tech sector. Domestic leader in consumer...
Tuesday 17 June 2025
SK Group-AWS to build major AI data center in South Korea
SK Group is set to partner with Amazon Web Services (AWS) to develop a large-scale artificial intelligence (AI) data center in South Korea, targeting the deployment of 60,000 graphics...
Tuesday 17 June 2025
AMD takes on Nvidia with six AI acquisitions
In a rapidly evolving AI landscape, AMD's CEO, Lisa Su, has emerged as a formidable challenger to Nvidia's dominance, particularly in the AI hardware sector. Su, having led AMD to...
Monday 16 June 2025
Fortune Electric secures Taiwan's first contract in US Stargate AI project, winning NT$2 billion power transformer order
Taiwan-based heavy electrical equipment maker Fortune Electric has become the first Taiwanese company to secure a contract under the US Stargate Project, a US$500 billion AI infrastructure...
Monday 16 June 2025
AMD launches new AI chips as UALink rallies industry support against Nvidia's ecosystem lock-in

AMD has unveiled a new lineup of next-generation AI processors and rack-scale system solutions, marking its most aggressive move yet...

Monday 16 June 2025
Acer chief strategy officer becomes chair of IPC maker Posiflex
Acer's chief strategy officer, Kuo Jian-Cheng, has assumed the chairmanship of Posiflex Technology following the company's acquisition of a major stake in the industrial PC (IPC)...
Monday 16 June 2025
Taiwan's Lotes eyes volume production for AI server hardware as 2H25 demand builds
Lotes Terminals Industrial Co. (Lotes), a connector supplier based in Taiwan, expects stronger revenue in the second half of 2025, even as currency volatility may dent second-quarter...
Monday 16 June 2025
Solomon Technology shifts focus to software and platform integration in AI robot strategy
Solomon Technology is sharpening its focus on software research and platform integration as the cornerstone of its AI robot strategy, deliberately steering clear of robot manufacturing...