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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 21 November 2025
Taiwan foundry and tech manufacturing remains irreplaceable as exports surge
The Ministry of Economic Affairs (MOEA) announced on November 20 that Taiwan's export orders reached US$69.37 billion in October 2025, down slightly by US$850 million or 1.2% from...
Friday 21 November 2025
Hon Hai Tech Day focuses on AI and quantum collaborations with IBM
Hon Hai Tech Day, held on November 21-22, featured IBM Asia-Pacific general manager Hans Dekkers discussing ongoing cooperation in AI and quantum computing with Jesse Chao, head of...
Friday 21 November 2025
SoftBank sets up US$3bn Ohio plant for OpenAI's modular AI infrastructure
SoftBank Group plans to invest up to US$3 billion to turn a former electric-vehicle plant in Lordstown, Ohio, into a manufacturing hub for OpenAI's modular AI data-center hardware...
Friday 21 November 2025
Uber, Nvidia, and Foxconn join forces to accelerate autonomous driving

At Hon Hai Tech Day (HHTD25), Ankit Khaitan, Head of International Business for Uber AI Solutions, said that last month's announcement...

Friday 21 November 2025
GMI Cloud plans AI factory in northern Taiwan amid grid challenges
US data center startup GMI Cloud recently announced plans to build an AI factory in Taoyuan, northern Taiwan, with a projected scale exceeding the current 5MW limit set by the state-run...
Friday 21 November 2025
Lenovo seals DRAM and NAND pacts to stay ahead of 2026 price surge
Lenovo expects memory costs to stay high in 2026, but unlike many PC and smartphone makers, it says long-term supply is already secured. CEO Yang Yuanqing confirmed that Lenovo has...
Friday 21 November 2025
GSEO aims for variable aperture certification in 2026 after strong smart glasses demand
During Genius Electric Optical's (GSEO's) online investor conference on November 19, 2025, chairman Jones Chen reported that demand in the smart glasses market is strong. He stated...
Friday 21 November 2025
Semiconductor boom sustains WPG through 2026 amid CSP compute buildout
WPG Holdings, a major semiconductor component distributor, hit a new record with its operating profit exceed NT$5 billion (US$160.1 million) for the first time in the third quarter...
Friday 21 November 2025
Microsoft, AWS, and Alphabet ramp up AI spending, altering financial structures and market valuations
Microsoft, Amazon Web Services (AWS), and Alphabet Inc. have sharply increased capex on artificial intelligence (AI) in recent years, leading to depleted cash reserves and rising...
Friday 21 November 2025
Amazon to invest US$3B in new Mississippi data center campus
Amazon will invest at least US$3 billion to build a data center campus in Warren County, Mississippi, its largest private investment in the area. The project will support AI and cloud...
Friday 21 November 2025
Foxconn-Nvidia to build local AI compute center for SMEs
Foxconn, through its subsidiary Fortunebay Technology, plans to launch a 27-megawatt AI data center in the second half of 2026, deploying Nvidia GB300 AI servers to establish artificial...
Friday 21 November 2025
Lite-On ramps up power supply capacity to meet rising demand from AI data centers
As AI-driven data centers rapidly increase their energy consumption, Lite-On is responding by expanding its power supply systems to accommodate the doubling demand for battery backup...
Friday 21 November 2025
Grandsys targets AI expansion in 2026, eyes financial cloud customer surge in 2027
Cloud and customer service provider Grandsys held a pre-IPO performance presentation on November 19, with plans to list on the over-the-counter market by mid-December. MetaAge, a...
Friday 21 November 2025
Getac views global memory shortage as chance to grow despite industry-wide challenges
Getac is positioning itself to increase market share amid a global memory shortage and rising component prices that are weighing heavily on the electronics industry. Chairman James...
Friday 21 November 2025
Nvidia shift to LPDDR triggers supply scramble across AI and mobile sectors
Nvidia's strategic move toward low-power memory for its AI server lineup has set off a procurement scramble across the global tech supply chain. After the company released its fiscal...