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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 19 November 2025
US non-tariff measures drive Taiwanese firms to accelerate investment pivot
The US is intensifying its use of four key non-tariff measures—anti-dumping duties, balancing taxes, antitrust actions, and forced labor bans—creating mounting compliance...
Wednesday 19 November 2025
Oppo focuses on software to boost smartphone competitiveness
Oppo is ramping up efforts to enhance the global competitiveness of its mobile devices by concentrating not only on hardware research and development but also on optimizing its operating...
Wednesday 19 November 2025
AI and chip demand drives Taiwan air freight rates higher
Taiwan's air cargo market is bracing for further increases in shipping prices as sustained demand for AI servers and semiconductor components drives record export volumes. Freight...
Wednesday 19 November 2025
RISC-V reaches data-center tier in China with StarFive's 'Lion Rock' breakthrough

China's AI server vendors are accelerating their shift toward self-developed architectures, bringing RISC-V from edge devices into data-center...

Wednesday 19 November 2025
Power chip startups drive vertical power delivery trend
Silicon Valley venture firm Playground recently showcased seven semiconductor startups at a media event in Taiwan. Beyond the well-known Ayar Labs, d-Matrix, and NextSilicon, two...
Wednesday 19 November 2025
DFI bets big on edge AI, predicts drone demand surge in 2026

DFI is sharpening its focus on edge AI and long-lifecycle industrial markets as global supply chains shift and AI deployments accelerate...

Wednesday 19 November 2025
AMD eyes US$20B data center GPU revenue in 2 years, bets on rack-level MI400 growth
AMD CEO Lisa Su revealed at a recent Financial Analyst Day in New York that the company expects to generate about US$34 billion in revenue in 2025, with approximately US$16 billion...
Wednesday 19 November 2025
Taiwan suppliers will determine silicon photonics breakout
Silicon Valley venture firm Playground recently held a media event in Taiwan featuring a fireside chat with Ayar Labs, a silicon photonics startup backed by leading chipmakers including...
Wednesday 19 November 2025
Microsoft and Nvidia form multi-billion partnership with Anthropic
Three AI giants have formed a strategic partnership that will once again reshape the AI industry. Announced just before Microsoft Ignite 2025, Microsoft and Nvidia have committed...
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...