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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 24 September 2025
Taiwan's three major science parks report chip-driven record revenue in 1H25
The National Science and Technology Council's three major science parks achieved a combined revenue of NT$2.74 trillion (approximately US$90.6 billion) in the first half of 2025,...
Wednesday 24 September 2025
Why your next PC or smartphone will cost more: chipmakers, suppliers raise prices amid AI frenzy
Escalating tariffs, high inflation, and a shift in supply chains to the US are driving up manufacturing costs, leaving little room for prices on consumer electronics and business...
Wednesday 24 September 2025
Taiwan Mobile deepens mobility service ecosystem, aims for EV penetration to surpass telecom core business
Competition in the telecommunications market has expanded beyond pricing and network speeds to the service ecosystem. Telecom firm Taiwan Mobile recently announced that its subsidiary,...
Wednesday 24 September 2025
Stargate unveils five new US AI data center sites: OpenAI, Oracle, SoftBank push US$400 billion expansion
OpenAI, Oracle, and SoftBank announced five new US AI data center sites under the Stargate platform, expanding the companies' AI infrastructure capacity and advancing ongoing investments...
Wednesday 24 September 2025
Analysis: Nvidia-Intel partnership to integrate x86 with GPU for AI growth
Nvidia and Intel are collaborating to enhance CPU-GPU integration, with Nvidia supplying GPUs for Intel PCs and acquiring customized CPUs, addressing Nvidia's x86 gap and opening...
Tuesday 23 September 2025
Huawei declares supernode era to eclipse Nvidia within 2 years
At Huawei Connect 2025, the company rolled out a three-year roadmap for its Ascend chips alongside the debut of its Atlas 950 supernode. Rotating chairman Eric Xu warned that China's...
Tuesday 23 September 2025
From stores to battlefields: Samsung Galaxy taps defense market
Samsung Electronics' Galaxy series devices generated nearly US$13 billion in revenue from business-to-business (B2B) and business-to-government (B2G) markets in 2024, accounting for...
Tuesday 23 September 2025
Taiwanese firms eye Philippine network communication market amid digital transformation push
As ASEAN countries accelerate their digital transformation efforts, the demand for network communication products and services is rapidly growing. In the Philippines, government initiatives...
Tuesday 23 September 2025
India's smartphone exports to US slump despite earlier tariff-driven surge, trade reset on the horizon
India's smartphone exports to the US plunged 58% between May and August 2025, raising concerns over the sustainability of the country's flagship production-linked incentive (PLI)...
Tuesday 23 September 2025
Partner Tech and CipherLab forge alliance to capture smart retail opportunities with integrated technologies
Taiwan's smart retail solution provider Partner Tech has announced a strategic partnership with CipherLab, a manufacturer of automatic identification and data capture (AIDC) mobile...
Tuesday 23 September 2025
Apple iPhone 17 launch triggers supply surge with increased production targets
Following the release of Apple's iPhone 17 series, consumer demand has outpaced expectations, prompting Apple to accelerate production efforts. Despite mixed reviews of the devices'...
Tuesday 23 September 2025
Meta, OpenAI fuel Oracle's AI surge; Taiwan ODMs scramble to keep up
Oracle's AI data center business is booming, with reports of a US$20 billion order from Meta following a US$300 billion deal with OpenAI, and the surge in related AI server demand...
Tuesday 23 September 2025
Oracle appoints co-CEOs; Catz moves to vice chair role
On September 22, Oracle announced that Clay Magouyrk and Mike Sicilia have been appointed CEOs, succeeding Safra Catz, who will transition to Executive Vice Chair of the company's...
Tuesday 23 September 2025
OpenAI and Nvidia sign strategic partnership to deploy large-scale AI infrastructure by 2026
On September 22, OpenAI and Nvidia announced that they have signed a letter of intent for a strategic partnership centered on large-scale AI infrastructure deployment. The plan calls...
Monday 22 September 2025
iPhone 17 surge lifts Taiwan telecom and e-commerce sales
Apple's iPhone 17 series officially launched on September 19, 2025. Although Apple Intelligence still offers limited support for regions outside English-speaking areas, this year's...