CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 11 November 2025
Gemtek's 3Q25 gross margin rises despite revenue pressure from transformation
Networking firm Gemtek reported consolidated revenue of NT$3.557 billion (US$114.7 million) in the third quarter of 2025, with a gross margin of 16.3%, up from 13% in the same period...
Tuesday 11 November 2025
Malaysia strengthens data center ecosystem to advance 2030 'AI Nation' vision
Malaysia is accelerating efforts to build a competitive and sustainable data center ecosystem as part of its national goal to become an "AI Nation" by 2030, supported by clear policy...
Tuesday 11 November 2025
AI data centers face stricter energy efficiency mandates
As AI computing demands rapidly increase, the number of GPUs in data centers continues to grow, driving electricity consumption up exponentially and making power usage effectiveness...
Tuesday 11 November 2025
Nvidia's next-gen Rubin AI system liquid cooling costs exceed US$57,000
Nvidia's upcoming Vera Rubin NVL144 AI rack system features higher power GPUs and CPUs, driving its liquid cooling cost to about US$55,710, 17% higher than the previous NVL72 model...
Tuesday 11 November 2025
Pegatron sees stable October revenue boosted by Apple iPhone demand
Pegatron reported its October 2025 revenue at NT$117.8 billion (approx. US$3.80 billion), up 2.53% month-over-month but down 0.82% year-over-year, maintaining over NT$100 billion...
Tuesday 11 November 2025
Taiwan's OTT market is consolidating
In Taiwan's OTT market, Line TV's recent announcement of a merger with KKTV has sparked speculation about whether other platforms will follow suit. Senior executives from Far EasTone...
Monday 10 November 2025
Snapchat drops US$400 million on Perplexity to integrate AI search
Snapchat has announced a one-year, US$400 million agreement with AI search startup Perplexity to integrate its AI search engine into Snapchat's chat functionality. The partnership...
Monday 10 November 2025
Chenbro eyes automated US factory as AI drives server growth
Server chassis maker Chenbro Micom stated that strong artificial intelligence (AI) momentum is boosting confidence in future operations, which are expected to hit a record high in...
Monday 10 November 2025
Taiwan's October exports hit single-month record high
Taiwan's exports in October 2025 hit a single-month record high of US$61.8 billion, experiencing a year-over-year increase of 49.7% and surpassing the US$60 billion mark for the first...
Monday 10 November 2025
Wiwynn's 3Q25 revenue jumps 173%, profit doubles on explosive AI server demand

Wiwynn posted record third-quarter results for 2025, driven by surging AI and data center demand. Consolidated revenue jumped 172.8% year-over-year...

Monday 10 November 2025
Accton eyes 2Q26 mass production for L11 AI server chassis
Networking vendor Accton reported strong revenue and profit growth in the third quarter of 2025, while cautiously optimistic about 2026 amid capacity, talent, and component challenges...
Monday 10 November 2025
India roundup: Nvidia, Qualcomm join US$1B India deep tech alliance as Apple breaks into top 5 smartphone brands
Global investors, including Nvidia and Qualcomm Ventures, are backing India's deep-tech sector. Meanwhile, LGES faces a battery tech leak linked to Ola Electric,
Monday 10 November 2025
Taiwan's Dynapack and AES double down on BBU production as AI energy needs surge

As artificial intelligence (AI) servers drive a revolution in power infrastructure, one critical component is quietly becoming indispensable:...

Monday 10 November 2025
Lumentum’s surprise lift sparks profit rebound across Taiwan’s optical chain

US optical communications giant Lumentum reported stronger-than-expected earnings for the quarter ended September 27, signaling renewed...

Monday 10 November 2025
Taiwan’s JPP steps out of obscurity as AI demand outpaces supply
JPP Holding is preparing for dual growth in AI and aerospace in 2026. Chairman Chung Kuo-sung said both segments are set to expand, led by surging demand for AI server cabinets. Beyond...