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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 19 December 2025
Samsung releases Exynos 2600 specs and confirms 2nm AP in mass production
According to Yonhap News and The Korea Herald, Samsung Electronics has posted a full specification sheet for its mobile application processor (AP), the Exynos 2600,...
Friday 19 December 2025
Samsung turns memory shortage into advantage as others consider reducing capacity
As memory shortages and price increases extend through 2026, smartphone companies are considering downgrading memory capacities in their devices. Despite this, Jacob Chen, president...
Friday 19 December 2025
Memory shortages reshape smartphone market as costs hit 35% of mid-range devices
Research institutions predict that global smartphone shipments could decline by 1–2% in 2026 due to memory shortages, with mid- and low-range devices expected to be most affected...
Friday 19 December 2025
Samsung to supply SOCAMM2 LPDDR modules to Nvidia
Samsung Electronics has moved ahead in the race to supply next-generation AI server memory, providing Nvidia with samples of its SOCAMM2 LPDDR-based modules. The development signals...
Friday 19 December 2025
Memory shortage drives price hikes in China's PC and smartphone markets
China's 3C market has been reporting successive price hikes despite a sluggish macroeconomic environment and deflationary pressure. Xiaomi, followed by Honor, Lenovo, and Dell, have...
Friday 19 December 2025
From AI data centers to humanoid robots: CIAT plans next wave of tech momentum
The Cloud Computing & IoT Association in Taiwan (CIAT) held its 2025 annual member meeting on December 17, 2025, unveiling a forward-looking strategy for the next wave of technological...
Friday 19 December 2025
Walsin Lihwa launches cold-drawn stainless steel bars targeting AI servers and robotics
Cable and stainless steel maker Walsin Lihwa is expanding its business scope by entering high-value markets such as AI servers, automotive, robotics, consumer electronics, and energy...
Thursday 18 December 2025
Rising memory and wafer costs to weigh on 2026 smartphone shipments, Counterpoint Research says
The smartphone market is expected to contract in 2026 as rising costs for memory and advanced process wafers drive manufacturers to reconsider pricing and specifications, according...
Thursday 18 December 2025
Acer's Highpoint Service Network lists in Taiwan, taps second growth engine
Highpoint Service Network (HSN), a multi-brand after-sales service integrator under the Acer Group, officially began trading on Taiwan's over-the-counter (OTC) market on December...
Thursday 18 December 2025
Apple's 20th-anniversary iPhone sets off quiet display race in Korea

Apple is widely expected to mark the 20th anniversary of the iPhone in 2027 with a redesigned model, and South Korea's two dominant display...

Thursday 18 December 2025
Manufacturing giant Jabil signals confidence with higher targets for 2026
Jabil Inc., the global manufacturing linchpin that assembles everything from medical devices to data center racks, reported on Wednesday a surge in quarterly profit and revenue that...
Thursday 18 December 2025
Samsung investigates Taiwan sales amid memory shortage, with China and Singapore ties

The global memory market is being gripped by its most severe shortage and price surge in years, one driven by structural shifts rather...

Thursday 18 December 2025
Taiwan's AI software push needs substance, not stopgaps
Taiwan Premier Cho Jung-tai recently announced the government plans to invest NT$31.1 billion (US$992.95 million) in 2026 for 10 major AI infrastructure initiatives, including a government-subsidized...
Thursday 18 December 2025
Beyond human hackers: 2026 marks the era of autonomous AI warfare
As 2025 draws to a close, leading cybersecurity firms are publishing their forecasts for 2026 trends, and their conclusions are strikingly aligned. Analyses from Check Point, Fortinet,...
Wednesday 17 December 2025
Musk accelerates SpaceX IPO to build Starlink-based space data centers
Elon Musk's SpaceX has confirmed plans to launch its initial public offering (IPO) in 2026. Abhi Tripathi, a longtime SpaceX veteran and current mission operations director at the...