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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 31 October 2025
Amazon’s US$125B AI supply chain: custom chips and terawatt ambitions
Amazon highlighted its growing investments in artificial intelligence (AI) and cloud infrastructure during its third-quarter 2025 earnings call, underscoring a significant acceleration...
Friday 31 October 2025
Apple eyes record holiday quarter as iPhone and services momentum build
Apple reported record fiscal fourth-quarter results, with revenue rising nearly 8% year over year to US$102.47 billion, driven by double-digit growth in services and solid demand...
Friday 31 October 2025
Amazon’s Q3 results reveal an AI-powered rebound in the cloud
Amazon reported better-than-expected third-quarter results, driven by accelerating growth in its cloud division and steady expansion across online retail and subscription services...
Thursday 30 October 2025
Trump concludes Asia tour with rare earth and tech deals
US President Donald Trump has ended his six-day trip to Asia.
Thursday 30 October 2025
Nokia base stations to integrate Nvidia GPUs for AI-RAN, 6G development
Future Nokia base stations will adopt Nvidia ARC, integrating Grace CPUs with Blackwell GPUs, as part of a long-term collaboration between the two companies on 5G and 6G base station...
Thursday 30 October 2025
Jensen Huang dispels AI bubble concerns, but Cisco executives warn that market correction is inevitable
Nvidia CEO Jensen Huang has dismissed AI bubble concerns at GTC DC, claiming that market demand is real and tangible. He stated that customers are willing to pay for powerful AI models...
Thursday 30 October 2025
Arm, AMD, and Nvidia join OCP board as AWS remains absent
Arm recently announced that it, along with AMD and Nvidia, has been appointed to the Open Compute Project (OCP) board. These companies will collaborate with major players such as...
Thursday 30 October 2025
Samsung 3Q25 marks the reset of the global memory hierarchy
Samsung Electronics staged a strong rebound in the third quarter of 2025 and set the tone for the next phase of the memory cycle, where AI infrastructure, premium product mix, and...
Thursday 30 October 2025
Lite-On projects double growth in 4Q25, eyes full-year rebound
Lite-On Technology expects to return to a growth trajectory in 2025 while simultaneously accelerating its global capacity expansion, according to company president Anson Chiu. The...
Thursday 30 October 2025
Celestica delivers record third-quarter results on strong AI infrastructure demand, raises full-year outlook
Celestica reported strong financial results for the third quarter of 2025, driven by sustained demand from key hyperscale customers investing heavily in artificial intelligence data...
Thursday 30 October 2025
Flex posts record quarter as it pivots toward higher-margin, AI-focused business

Flex, a global manufacturing and supply-chain solutions company, reported record earnings for its fiscal second quarter, buoyed by...

Thursday 30 October 2025
AMD completes divestiture of ZT Systems manufacturing business to Sanmina
On October 27, 2025, AMD completed the divestiture of ZT Systems' US-headquartered data center infrastructure manufacturing business to Sanmina Corporation. Under the agreement, AMD...
Thursday 30 October 2025
Jensen Huang kills three birds with one stone at GTC DC
Since its debut in 2009, Nvidia's GTC has been held in San Jose, California. Over the years, the conference has expanded to Japan, China, Taiwan, Germany, and other countries as technology...
Thursday 30 October 2025
Liquid cooling adoption in ASIC servers is expected to rise significantly by 2026
Liquid cooling adoption in ASIC servers is poised to accelerate significantly in 2026, driven largely by cloud service providers (CSPs) such as Google and Microsoft increasing their...
Thursday 30 October 2025
Meta posts strong quarter, but rising AI spend signals tougher road ahead
Meta Platforms has reported strong revenue growth for the third quarter of 2025, driven by continued gains in advertising and improved performance in its Reality Labs division. However,...