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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 8 October 2025
Dell doubles down on AI boom, raises growth forecasts through 2030
Dell has announced a significant upward revision of its revenue and profit growth targets for the next four years, signaling the company's robust confidence in the long-term demand...
Wednesday 8 October 2025
China and Taiwan chart diverging paths in the 12-Inch SiC market
In the high-stakes arena of silicon carbide (SiC) innovation, a quiet transformation is underway. While much attention has focused on non-Chinese supply chains entering advanced packaging...
Wednesday 8 October 2025
MiTAC partners with Tonomia to build sustainable AI infrastructure
MiTAC Computing Technology Corporation, a subsidiary of MiTAC Holdings, has announced the signing of a memorandum of understanding (MOU) with Belgian innovator Tonomia, which focuses...
Wednesday 8 October 2025
Topco and partners showcase semiconductor solutions at SEMICON West 2025
SEMICON West 2025, one of the major semiconductor exhibitions, is being held in Phoenix, Arizona. Topco Scientific is participating alongside fourteen partners from Japan and Taiwan,...
Wednesday 8 October 2025
Samsung China targets premium market with W26 high-end foldable smartphone
Samsung Electronics is set to release a new high-end foldable smartphone designed specifically for the Chinese market, aiming to break into China's price-competitive smartphone landscape...
Wednesday 8 October 2025
Oracle's cloud business reportedly posts just 14% gross margin despite AI demand
Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.
Wednesday 8 October 2025
UMT secures NT$400 million in LEO satellite orders as 4Q25 shipments set to surge
Universal Microwave Technology (UMT), a manufacturer of low Earth orbit (LEO) satellite and high-frequency communications components, has benefited from the continued advancement...
Wednesday 8 October 2025
Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26
OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand...
Wednesday 8 October 2025
Commentary: The rising concerns surrounding AMD's alliance with OpenAI
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...
Wednesday 8 October 2025
Taiwan IPC US expansion to strengthen edge AI supply chain
As demand for edge AI computing and industrial automation rapidly intensifies, geopolitical tensions and tariff uncertainties are prompting customers to seek localized production...
Wednesday 8 October 2025
OpenAI-AMD GPU pack intensifies AI hardware infrastructure expansion
OpenAI and AMD have reached a multi-year deal for up to 6GW of AI chips, starting with 1GW in 2026. This underscores infrastructure growth in generative AI, with Taiwan's supply chain...
Wednesday 8 October 2025
FuriosaAI rejects Meta, pushes forward with energy-efficient AI chips
On October 2, Meta announced the acquisition of US-based IC design company Rivos, which develops high-performance computing chips and solutions based on the RISC-V architecture. Interestingly,...
Tuesday 7 October 2025
Samsung Display to lead exclusive OLED supply for foldable iPhone in 2026
Apple is set to launch a 7.6-inch folding iPhone in 2026, with Samsung Display (SDC) expected to be the exclusive supplier of its OLED panels, capturing about 40% of Samsung's total...
Tuesday 7 October 2025
NTT to launch next-gen IOWN optical network infrastructure in 2026
The launch for the next-generation optical communication infrastructure, IOWN (Innovative Optical and Wireless Network), led by Japanese telecom group NTT, is scheduled for 2026....
Tuesday 7 October 2025
Liquid cooling becomes essential for next-gen AI servers
The new generation of AI servers has significantly upgraded its power consumption and density compared to traditional data centers. As single-cabinet power continues to rise, traditional...