Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Sunday 28 September 2025

iPhone 17 drives strong upgrade demand in Taiwan market

With consumers delaying purchases ahead of Apple's launch of the iPhone 17, smartphone sales in Taiwan slowed down in August 2025. However, with new models from Apple and other vendors...

Sunday 28 September 2025

Qualcomm China head says robots, smart glasses could surpass phones, eyes deeper Android ties

Frank Meng, Chairman of Qualcomm China, believes that in the long run, two emerging categories have the potential to rival, or even eclipse, smartphones in market scale: robots and...

Friday 26 September 2025

Southern Taiwan Science Park rides AI wave to surpass NT$1 trillion revenue in 1H25

Driven by the global AI boom, the Southern Taiwan Science Park (STSP) surpassed the NT$1 trillion revenue mark in the first half of 2025. The total operating revenue reached NT$1.38...

Friday 26 September 2025

Rising defense budgets push Taiwan IPC firms toward aerospace markets

As fighter jets patrol the skies and geopolitical tensions rise worldwide, a new arms race is taking place inside Taiwan's leading technology sector. The island's industrial PC makers—known...

Friday 26 September 2025

Apple, Qualcomm, and MediaTek pivot toward AI accelerators as 3nm era closes

The 2025 generation of flagship smartphone chips will mark the final run for 3nm processors — closing a chapter in semiconductor...

Friday 26 September 2025

TGS 2025: Handheld game console market set for 8.5% CAGR as Asustek and MSI face off

Asustek Computer's collaboration with Microsoft to launch the "ROG Xbox Ally" handheld game console series in October was a major highlight at the Tokyo Game Show 2025 (September...

Friday 26 September 2025

Quanta Computer invests US$45.6 million to lease factory space in California

Quanta Computer is expanding its manufacturing capacity in the US through an NT$1.336 billion (US$45.6 million) investment to lease a factory in California. The company's subsidiary,...

Friday 26 September 2025

Microsoft microfluidics cooling claims meet cold shower from industry veterans

Microsoft has introduced microfluidics cooling, a chip-level technique that etches microchannels into silicon, allowing coolant to flow directly across the chip surface. The company...

Thursday 25 September 2025

Qualcomm CEO outlines six key points on realizing the edge AI ecosystem beyond chips

At Qualcomm's 2025 Snapdragon Summit marking its tenth anniversary, CEO Cristiano Amon highlighted in his opening keynote that this is a pivotal moment for Snapdragon to enter a new...

Thursday 25 September 2025

Foxconn pulls ahead of Quanta and Wistron in Nvidia AI server race

Foxconn has jumped out to a significant early lead over rivals Quanta Computer and Wistron in the high-stakes race to build Nvidia's next-generation AI servers, according to industry...

Thursday 25 September 2025

Sintrones logs record IPC projects, eyes 4Q25 revenue peak and 2026 growth momentum

Impacted by tariffs, Taiwan-based industrial PC (IPC) maker Sintrones Technology underperformed expectations in 2025. However, Chairman Kevin Hsu remains confident about recovery,...

Thursday 25 September 2025

Qualcomm unveils Snapdragon 8 Elite Gen 5 and Snapdragon X2 Elite Extreme with major AI performance gains

Qualcomm officially launched its newest flagship platforms for smartphones and PCs on September 24. The company introduced the Snapdragon 8 Elite Gen 5 as its latest smartphone platform,...

Thursday 25 September 2025

Nvidia says all customers remain priority despite US$100B OpenAI partnership

Nvidia and OpenAI have sealed a landmark strategic partnership worth as much as US$100 billion to jointly develop next-generation artificial...

Thursday 25 September 2025

Samsung eyes US launch for tri-fold smartphone, signaling strategy shift

Samsung Electronics is anticipated to unveil its tri-fold smartphone by the end of 2025, with reports suggesting it may be launched in the US market. South Korean media suggest the...

Wednesday 24 September 2025

Microsoft eyes satellite backup for Taiwan data centers amid cable outages

Following repeated disruptions to submarine cables near Taiwan, new questions have emerged regarding how Microsoft is strengthening the resilience of its local data centers. The tech...

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