Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

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...

Friday 13 June 2025

Foxconn's strategic transformation: embracing AI and cloud collaboration with Google

At the Google Cloud Summit on June 12, Foxconn's Information Officer, Kuo-chin Chang (transliteration), highlighted the company's deepening...

Friday 13 June 2025

Taiwan IPC makers seek tech giant backing among AI boom

Cloud computing and AI adoption across industries are driving demand for industrial PCs (IPCs), prompting manufacturers to pursue strategic partnerships and acquisitions to meet specialized...

Friday 13 June 2025

Taiwan chipmakers struggle to gain foothold in DDR5 power management market

Taiwanese power management IC (PMIC) designers face an uphill battle in the DDR5 memory market as foreign competitors maintain dominance in the lucrative cloud computing segment,...

Friday 13 June 2025

Google Cloud Summit Taipei highlights industry collaboration and AI advancements

The Google Cloud Summit Taipei, held on June 12, brought together industry leaders, including representatives from Foxconn and Taiwan's Ministry of Health and Welfare National Health...

Friday 13 June 2025

Lisa Su unveils Helios, says AI future not led by one company

The global AI competition has intensified. Advanced Micro Devices (AMD) CEO Lisa Su revealed for the first time at the Advancing AI conference the next-generation rack-level solution...

Friday 13 June 2025

Abico Asia and Ability Enterprise invest in US robotics firm Agility Robotics

As artificial intelligence (AI) increasingly merges with physical robotics, Taiwanese-based Abico Asia, together with Ability Enterprise and affiliated companies, has signed an investment...

Friday 13 June 2025

Functional materials player Trans-Sun taps new PC orders to power 2Q recovery

Taiwan's Trans-Sun Materials Technology posted consolidated revenue of NT$110 million (approx. US$3.67 million) in May 2025, down 6.7% month-over-month and 12.28% year-over-year....

Friday 13 June 2025

Global PMX scales key AI server component as non-auto revenue nears 50%

Taiwan's Global PMX has secured a foothold in the global AI server supply chain, becoming the sole Taiwanese vendor to deliver a critical...

Thursday 12 June 2025

China's MLCC makers carve out 10% share — How does Semco adjust course?

Chinese multilayer ceramic capacitor (MLCC) manufacturers—including Guangdong Fenghua Advanced Technology, Chaozhou Three-Circle Group, and Eyang Technology—have rapidly...

Thursday 12 June 2025

MAtek sees steady revenue growth as AI and HPC drive demand for chip testing

Semiconductor inspection leader MAtek reported consolidated revenue of NT$429 million (US$14.3 million) in May 2025, marking a 1.89% increase from the previous year despite a 2.75%...

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