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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 24 October 2025
Micron begins sampling 192GB low-power DRAM module for AI servers

Micron Technology has started customer sampling of its new 192GB SOCAMM2 (Small Outline Compression Attached Memory Module), a low-power...

Friday 24 October 2025
Taiwan shifts from assembly to architecture in the AI data center race
As global demand for AI computing power skyrockets, the data center landscape is undergoing a significant transformation — shifting away from standalone server performance and...
Thursday 23 October 2025
Dong Fang Offshore expands fleet to tap AI-driven undersea cable boom, set for mainboard listing
Taiwan's offshore wind maritime engineering firm Dong Fang Offshore (DFO) is set to transition from the over-the-counter (OTC) market to the Taiwan Stock Exchange mainboard in mid-November...
Thursday 23 October 2025
Samsung set to roll out Ballie AI robot in Vietnam with launch imminent
Samsung Electronics is reportedly set to start production of its AI-powered home assistant robot, Ballie, at its facility in Ho Chi Minh City, Vietnam, suggesting that the long-delayed...
Thursday 23 October 2025
Dell turns to Taiwan's Compal for AI server production in supply shift
Compal Electronics Inc., one of Taiwan's leading contract manufacturers, has reportedly secured orders from Dell Technologies to produce AI servers beginning in 2026 — a milestone...
Thursday 23 October 2025
AI drives flexible server architectures as multimodal demand rises
Demand for AI servers remains robust, prompting industry players to actively develop and continuously update product architectures. Supply chain observers note that as AI endpoint...
Thursday 23 October 2025
Quanta server revenue up 50%, expanding US and Thailand capacities
Quanta Senior Vice President Mike Yang stated that Quanta will continue expanding production capacity in the US and Thailand. Although Taiwan is no longer considering factory expansion,...
Thursday 23 October 2025
Teco and Foxconn to launch substantial AI data center cooperation in 2026
Teco and Foxconn are advancing their strategic partnership, focusing on AI data centers (AIDC), with plans to initiate concrete collaboration as early as 2026. Teco chairman Morris...
Thursday 23 October 2025
AIC to supply AMD's wider Helios AI server cabinets starting 2Q26
AIC and AMD are launching the MI450 series Helios AI server cabinets in the second quarter of 2026, enhancing component placement and supported by partnerships with major tech firm...
Thursday 23 October 2025
Taiwan's hardware and semiconductor sectors remain top cyberattack target in Asia-Pacific
Cybersecurity firm Check Point Software has released its September Cyber Security Report, showing that organizations worldwide faced an average of 1,900 cyberattacks per week, up...
Thursday 23 October 2025
CHT spins off InventAI, plans two more startups
Chunghwa Telecom (CHT) announced on October 21 the establishment of its AI subsidiary, CHT InventAI, marking another success in internal startup incubation within the group. CHT chairman...
Thursday 23 October 2025
AI server PCB demand fuels fierce CCL material supply battle
As Nvidia's next-gen AI server platform enters mass production, cloud service providers (CSPs) continue advancing their in-house ASIC development plans, sustaining robust demand for...
Wednesday 22 October 2025
Coupang signs LOI with MOEA to expand Taiwan logistics infrastructure
Coupang announced on October 21 that it signed a letter of intent (LOI) with Taiwan's Ministry of Economic Affairs (MOEA) to jointly promote retail innovation and supply chain resilience...
Wednesday 22 October 2025
South Korean AI startup Rebellions partners with Malaysia's Sarawak government in Borneo
South Korean AI chip startup Rebellions has announced a partnership with the Sarawak state government in Borneo, marking its official entry into the Association of Southeast Asian...
Wednesday 22 October 2025
Samsung's Exynos 2600 returns to flagship-level performance
Samsung Electronics will reportedly equip its next-generation Galaxy flagship series with its own flagship mobile SoC platform, the Exynos 2600, resuming a shared chip supply with...