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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 21 July 2025
Nvidia and ASIC dual engines accelerate CSP data center deployments
The GB200 servers are expected to begin smooth shipments starting in the second quarter of 2025, coupled with strong shipments of ASIC servers, signaling that US-based cloud service...
Monday 21 July 2025
Foxconn subsidiary invests US$60 million in AI-centric Oceanus Growth Fund
Foxconn's subsidiary, Hon Chi International Investments, has announced a significant investment of US$60 million in the Oceanus Growth Fund, L.P., a private equity fund.
Monday 21 July 2025
Samsung remains optimistic despite shipment plateau
New smartphone releases from Samsung, Realme, Vivo, Oppo, and Apple have reflected major improvements in the industry. The sales in the third and fourth quarters of 2025 are expected...
Monday 21 July 2025
Taiwan AI server makers boost North America investment ninefold on tariff fears
Although the US has yet to finalize its reciprocal tariffs on Taiwan, Taiwanese AI server manufacturers have already taken aggressive preemptive measures. In the first half of 2025,...
Monday 21 July 2025
Taiwan concrete maker Goldsun rides chip factory boom with earthquake-resistant materials
TSMC's rapid facility expansion is driving demand beyond equipment suppliers to construction materials providers. Goldsun Building Materials, Taiwan's largest concrete manufacturer,...
Monday 21 July 2025
Broadcom, MediaTek battle for cloud AI chips as CSPs double down on custom silicon
As major US-based cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring their investment strategies in cloud infrastructure and...
Monday 21 July 2025
Teco secures data center project in Malaysia amid AI-driven demand surge
Teco Electric & Machinery has won new data center construction contracts in Malaysia after acquiring NCL Energy Mechanical and Electrical Engineering. The projects in Selangor...
Monday 21 July 2025
Lee Jae-yong's road to rebuild Samsung after legal scandal acquittal
Coming out the other side after nearly a decade of legal troubles, Samsung Electronics stands at a crossroads. Chairman Lee Jae-yong is rebuilding the group leadership structure,...
Monday 21 July 2025
AI server growth lifts ABF market, while BT substrates struggle with supply constraints

A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain...

Monday 21 July 2025
Vietnam emerges as rising data center hub: regional policy shifts and tech investment drive momentum
Southeast Asia has become a hotspot for data center investments, with Vietnam gaining traction due to its relaxed regulations, competitive costs, and supportive policies. Recent changes...
Monday 21 July 2025
CSP giants prepare to report latest earnings amid AI and supply chain scrutiny
Major cloud service providers (CSPs) are releasing their quarterly earnings reports, starting with Alphabet Inc. on July 23. Microsoft, Meta Platforms, and Amazon Web Services (AWS)...
Monday 21 July 2025
Weekly news roundup: Nvidia partners with Micron, Huawei's 'Little HiSilicon' launches, GB300 production begins
Below are the top DIGITIMES Asia stories from July 14 to 20, 2025. The top three topics include Nvidia teams up with Micron for a major SOCAMM rollout, aiming to challenge high-bandwidth...
Saturday 19 July 2025
CHT adds another submarine cable with SJC2 officially launched
Chunghwa Telecom (CHT) continues to advance its Asia-Pacific broadband network layout. Following the announcement on July 16, 2025, of its investment in the AUG East new submarine...
Saturday 19 July 2025
Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25
Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half...
Saturday 19 July 2025
Ecosystem collaboration is key to 5G monetization
As the global 5G user base continues to rise, the industry's focus is shifting from early traffic dividends and user scale competition to a new game centered on resource allocation...