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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 12 September 2025
Samsung to debut tri-fold phone as early as October, 50K units to hit Korea and China first
Samsung Electronics' new tri-fold smartphone has received Korea Certification (KC) approval, signaling that its launch is imminent. Building on the strong sales momentum of the Galaxy...
Friday 12 September 2025
SEMICON Taiwan 2025: Quantum computing CEOs converge to showcase leaps in quantum computing tech
On September 11, 2025, the Taiwan Quantum Computing and Information Technology Association held a forum at SEMICON Taiwan, where CEOs from top international quantum computing companies...
Friday 12 September 2025
SEMICON Taiwan 2025: IBM's roadmap for semiconductor and quantum development extends through 2042
At a SEMICON Taiwan forum on Quantum computing, IBM Japan CTO and Vice President Norishige Morimoto detailed how AI's growing complexity—estimated to have surged by more than...
Friday 12 September 2025
US signals potential trade breakthrough with Taiwan and India amid ongoing tariff talks
US Commerce Secretary Howard Lutnick expressed optimism on September 11, 2025, that a significant trade deal with Taiwan is within reach, raising hopes that temporary tariffs on Taiwanese...
Friday 12 September 2025
Nvidia weighs microchannel lid cooling in race to tame next-gen GPU power
Nvidia's grip on the AI surge is forcing a rethink of server design, with thermal management at the forefront. Sources indicate that cooling is shifting rapidly from air to liquid...
Friday 12 September 2025
Exclusive: Hiwin China competes for opportunities as robots walk and drones fly
Hiwin Technologies is strengthening its presence across major global markets, including China, Japan, South Korea, Singapore, Europe, Israel, Russia, and the US. This broad expansion...
Friday 12 September 2025
Texas Instruments sees data center revenue surge 50%; projects over US$1B in 2025 as sector recovery accelerates
Texas Instruments (TI) CEO Haviv Ilan stated at the 2025 Goldman Sachs Communacopia + Technology Conference that the data center market is the fastest recovering among all sectors,...
Thursday 11 September 2025
Taiwan govt suggests AI boom as leverage in US Section 232 investigation
Since the beginning of 2025, despite disruptions from US President Donald Trump's trade protectionism, the AI wave has driven American cloud service providers (CSPs) to continuously...
Thursday 11 September 2025
Advanced vapor chamber design positions Apple for ultra-thin iPhones and wearable devices
Apple has introduced its self-developed vapor chamber (VC) cooling technology for the first time in the iPhone 17 Pro series, aiming to maintain high performance during extended use...
Thursday 11 September 2025
Taiwan Mobile forecasts 30% rise in iPhone 17 sales, driven by upgrade replacements from older models
Apple officially unveiled its latest iPhone 17 series on September 10, and Taiwan Mobile's Chief Consumer Business Officer, Tony Lin, expressed strong confidence in the new models,...
Thursday 11 September 2025
iPhone 17 strategy: three distinct lines, AI takes backseat
Apple's new generation iPhone 17 series has officially debuted, sparking renewed market discussion. The three new models each have distinct features. The iPhone 17 Pro series boasts...
Thursday 11 September 2025
Apple reduces reliance on Broadcom with in-house N1 chip for iPhone 17
Apple has reached a new milestone in its self-developed chips. Following the A and M series processors, as well as the debut of the C1 modem chip on the iPhone 16e in early 2025,...
Thursday 11 September 2025
OpenAI's US$300 billion Oracle deal underscores AI infrastructure boom and massive cash burn it comes with
OpenAI has reportedly signed a contract with Oracle to purchase roughly US$300 billion in computing power over the next five years, according to people familiar with the matter, a...
Thursday 11 September 2025
Apple brings vapor chamber cooling to iPhone 17 Pro after six-year wait, yet many suppliers now chase AI servers
Apple is preparing to debut vapor chamber (VC) cooling in the upcoming iPhone 17 Pro, with Taiwan's Asia Vital Components (AVC) and China's Suzhou Tianmai Thermal Technology reportedly...
Thursday 11 September 2025
Foxconn and Tata reshape Apple supply chain as first iPhone 17 production shifts to India
Apple has officially launched its iPhone 17 series, signaling a major shift in its global supply chain strategy as geopolitical tensions and trade uncertainties persist. The company...