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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 9 September 2025
Samsung Electronics sees growth in Taiwan despite market challenges
Samsung Electronics has reported strong performance in Taiwan across smartphones, tablets, and wearables in 2025, overcoming challenges such as tariffs, exchange rate fluctuations,...
Tuesday 9 September 2025
Chip, cloud, and AI firms unite to break Nvidia's stranglehold
AMD will launch new products in 2025 and 2026, with OpenAI set to adopt them. OpenAI and Broadcom are targeting mass production in 2026. Interest in diverse AI chip solutions is growing,...
Tuesday 9 September 2025
Aplex partners with Adirtek to enter CoWoS supply chain
Industrial PC (IPC) manufacturers have been actively expanding into new application markets in recent years, optimistic about the semiconductor industry's growing demand for full-process...
Tuesday 9 September 2025
Taiwan's industrial PC firms expand role in semiconductor supply chain amid rising demand
Taiwan's semiconductor sector continues to assert its significance globally, with surging demand for advanced processing and packaging technologies driving industrial PC (IPC) manufacturers...
Tuesday 9 September 2025
Apple to unveil new products in annual event as 5G modem chip strategy evolves
Apple's much-anticipated annual event is scheduled for September 10 at 1 a.m. Taiwan time, where several new products, including the iPhone series, Apple Watch, and AirPods Pro, are...
Tuesday 9 September 2025
Taiwan steps up in satellite and 6G race, eyes role in Starlink and Kuiper networks
Taiwan is intensifying its bid to gain ground in the rapidly expanding satellite communications market. The National Science and Technology Council (NSTC), together with the Ministry...
Monday 8 September 2025
Taiwan PCB makers pivot to AI servers amid China exodus
As the four major cloud service providers (CSPs) aggressively ramp up their presence in the AI computing market, Taiwan's printed circuit board (PCB) industry is experiencing a clear...
Monday 8 September 2025
Micron targets Galaxy LPDDR5X, pressuring Samsung supply
Micron Technology is rumored to be significantly increasing its share of low-power DRAM supply for Samsung Electronics' Galaxy S series smartphones. South Korean industry insiders...
Monday 8 September 2025
Taiwan manufacturing hits recession: industry on high alert amid tariff storm
The Taiwan Institute of Economic Research (TIER) released the manufacturing business climate signals for July 2025 on September 2, 2025, revealing that out of 21 manufacturing sectors,...
Monday 8 September 2025
AI data centers spark power squeeze: Taiwan's heavyweights race to deliver faster
The explosive growth of artificial intelligence (AI) is fueling a global boom in AI data centers, driving electricity demand to record highs. Taiwanese heavy electrical firms —...
Monday 8 September 2025
Huawei launches new tri-fold smartphone with Kirin 9020 chip, targeting Samsung Electronics
Chinese tech giant Huawei, the first company in the world to launch a tri-fold smartphone, has unveiled its latest tri-fold model, the Mate XTs Ultimate Design, just one year after...
Saturday 6 September 2025
Samsung accelerates launch of Galaxy S25 FE, Galaxy Tab S11 to bolster AI portfolio
Samsung is rolling out its Galaxy S25 FE smartphone and Galaxy Tab S11 tablets a month early, unveiling the devices at the IFA 2025 tech show in Berlin. The move is aimed at filling...
Saturday 6 September 2025
Why integration decides winners in Taiwan's AI server supply chain
Global demand for artificial intelligence (AI) is surging, driving parallel growth in AI server deployment. Taiwanese firms, once regarded mainly as component suppliers, have moved...
Friday 5 September 2025
Arm beats Intel and AMD in DPUs; can RISC-V reshape competition?
Data centers are often seen as battlegrounds among the three major CPU architectures (x86, Arm, RISC-V) and GPUs from Nvidia, AMD, and specialized ASIC vendors. The Arm architecture...
Friday 5 September 2025
SKT launches massive AI data center to recover from cyberattack fallout
South Korean telecom giant SK Telecom (SKT) is doubling down on its artificial intelligence (AI) investments in the wake of a major hacking incident. The company has officially begun...