Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 17 October 2025

Vivo bets on dual AI strategy with new global phone launch

Vivo unveiled its new flagship X300 series of smartphones this week, followed by the introduction of its new OriginOS 6 operating system,...

Friday 17 October 2025

Power Integrations joins Nvidia's 800V AI data center supply chain

US-based PMIC manufacturer Power Integrations (PI) announced that it has officially entered Nvidia's 800V data center power supply architecture supply chain, becoming a certified...

Thursday 16 October 2025

Taiwan's top three telecom operators report record September revenues with surge in iPhone 17 sales

Taiwan's leading telecom operators posted strong operational performances in September 2025, driven by the sales surge from the new iPhone 17 launch, ongoing 5G user upgrades, and...

Thursday 16 October 2025

FET eyes Kuiper partnership with 28GHz spectrum in Taiwan

The Ministry of Digital Affairs (MODA) is actively advancing low Earth orbit (LEO) satellite business development, with Minister Yi-Jing Lin revealing on October 15 at the Legislative...

Thursday 16 October 2025

How a viral Taiwan dinner photo put Nvidia and its partners under Washington’s microscope

A publicly shared photo from a private gathering in Taiwan has set off debate over whether US export rules on advanced technology are being skirted, putting Taiwanese hardware makers...

Thursday 16 October 2025

OCP Summit: Taiwan emerges as backbone of global AI supply chain

Speaking at the 2025 OCP Global Summit in California, Eric Huang, Vice President of DIGITIMES, delivered a keynote address spotlighting Taiwan's pivotal role in the fast-evolving...

Thursday 16 October 2025

HPE posts record quarterly revenue but sees sharp profit decline

Hewlett Packard Enterprise (HPE) posted record revenue but weaker margins in its fiscal third quarter of 2025, reflecting both the strength of AI infrastructure demand and the costs...

Thursday 16 October 2025

Fortune Electric secures second phase of Stargate orders, US market share expected to rise

Fortune Electric, the first Taiwanese company to receive US Stargate project orders, is negotiating its second phase, with results due by year-end. With booming AI infrastructure,...

Thursday 16 October 2025

OCP Summit: Arm expands ecosystem to support AI workloads and chiplet integration

Arm is strengthening its ecosystem for next-generation AI applications by adding partners across firmware, ASIC design, networking, and packaging. The company is also advancing chiplet...

Thursday 16 October 2025

Apple introduces M5 chip with major AI and performance upgrades

Apple has announced its latest system-on-chip (SoC), the M5, marking a major step forward in the company's in-house silicon roadmap. Built on third-generation 3nm process technology,...

Thursday 16 October 2025

Apple reportedly seeks tax law changes for iPhone machinery in India

Apple is lobbying the Indian government to amend income tax rules that could otherwise impose billions of dollars in taxes on its iPhone operations, sources familiar with the matter...

Thursday 16 October 2025

OCP Summit: Intel takes on AI rivals with new 'Crescent Island' GPU and open-system push

Intel is making a major play in the artificial intelligence market, unveiling a new strategy focused on open and modular systems. The plan, detailed at the OCP Global Summit 2025...

Thursday 16 October 2025

Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan

South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics...

Wednesday 15 October 2025

China Mobile to fully adopt domestic AI chips by 2028

China Mobile announced at its global partner conference in Guangzhou that it plans to exclusively use domestically produced chips across the country's largest artificial intelligence...

Wednesday 15 October 2025

OCP Summit: Axiado teams up with Jabil to deliver AI-driven security for OCP modular servers

Axiado Corporation, a pioneer in AI-powered, hardware-based platform security and system management, has announced a strategic collaboration...

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