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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 19 November 2025
SMIC resurges in memory and controller orders amid deepening AI-era crunch
The global semiconductor sector is at a critical juncture as demand for AI servers and high-performance computing (HPC) accelerates. A structural memory shortage is emerging across...
Wednesday 19 November 2025
Vivo sub-brand iQOO to enter Taiwan smartphone market with launch scheduled for November 28
Vivo's smartphone sub-brand iQOO is set to debut in Taiwan on November 28, introducing its iQOO 15 flagship model. Industry analysts project limited overall market growth due to Taiwan's...
Wednesday 19 November 2025
Santa Clara data centers remain idle due to local power shortages despite completion
Two newly constructed data centers in Santa Clara, California, have yet to begin operations because of insufficient power supply from the local grid. The facilities, developed by...
Wednesday 19 November 2025
Huawei weighs domestic memory for Mate 80 as global chip prices jump
Global memory-chip price increases continue to intensify, putting fresh pressure on the smartphone supply chain. With DRAM and NAND prices rising across the board, several brands...
Wednesday 19 November 2025
Iron Force expands into AI cooling systems with new factory
In recent years, Taiwan's automotive component makers have aggressively expanded into adjacent high-growth sectors, including thermal modules for AI servers and parts for semiconductor...
Wednesday 19 November 2025
Taiwan makes TOP500 global supercomputer list
The 66th edition of the global TOP500 supercomputer rankings was officially released at the 2025 International Conference for High Performance Computing, Networking, Storage, and...
Tuesday 18 November 2025
Lagis opens second plant with triple capacity, targets own-brand and OEM growth
Taiwan's minimally invasive surgical device maker Lagis Enterprise has completed its second factory, three times the size of its original facility. Chairman Cheng-hung Chen said the...
Tuesday 18 November 2025
Taiwan connector maker Simula forecasts strong 2026 on cloud, drone, robotics, and EV demand surge
Qisda's connector manufacturing subsidiary Simula Technology expects three major growth drivers in 2026—cloud deployment, drones and humanoid robots, and automotive applications—supported...
Tuesday 18 November 2025
Taiwan applies chip-making prowess to satellite manufacturing, eyes global space supply chain
As the global space race intensifies, Taiwan's ambitions in orbit are evolving rapidly. What began as an industry focused primarily on supplying components is now advancing toward...
Tuesday 18 November 2025
GMI Cloud to build US$500 million AI factory in Taiwan with 7,000 Blackwell Ultra GPUs
GMI Cloud, an Nvidia Cloud Partner (NCP) and GPU-as-a-Service provider, has announced plans to build a US$500 million AI Factory in Taiwan, adding new large-scale compute capacity...
Tuesday 18 November 2025
Samsung reportedly achieves 60% yield rate for Exynos 2600 chip, plans competitive pricing
Samsung Electronics Co. has reportedly reached a 60% yield rate in producing its next-generation mobile application processor (AP), the Exynos 2600, using its 2nm GAA process technology...
Tuesday 18 November 2025
Ennoconn eyes stronger growth in 2026 with global service and brand integration
Amid accelerating consolidation in the global artificial intelligence of things (AIoT), smart manufacturing, and industrial control markets, the supply value chain is shifting from...
Tuesday 18 November 2025
Etron benefits from booming edge AI market, shortages extend through 2026
AI has pushed the memory industry into a growth cycle. Etron Technology President Elvis Deng stated that memory supply is now in short supply across the board. DDR4, LPDDR4, and DDR3...
Tuesday 18 November 2025
Tesla unveils three-phase blueprint to scale Optimus robot
The head of Tesla's artificial-intelligence division recently warned employees that 2026 will be the most demanding year of their lives, urging the AI organization to brace for an...
Tuesday 18 November 2025
PDG announces US$700 million data-center investment in South Korea

Princeton Digital Group (PDG) has announced plans to enter the South Korean market with a US$700 million data-center investment, marking...