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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 28 November 2025
MiTAC confident in 2026 growth despite macro environment challenges
As 2025 wraps up, MiTAC Holdings president Billy Ho has stated that it has been a year of changes and challenges. He noted that 2026 will still have obstacles, including geopolitics,...
Friday 28 November 2025
Analysis: Auto suppliers push into robotics and servers as traditional markets cool

In recent years, a growing number of Taiwanese auto–parts suppliers have accelerated their push into the robotics and server supply...

Friday 28 November 2025
Why Jensen Huang spent Thanksgiving weekend in Taiwan
Nvidia CEO Jensen Huang was spotted in Taipei, Taiwan, on November 27, marking his third trip to Taiwan in the second half of 2025. While earlier reports suggested that he was in...
Friday 28 November 2025
Chinese smartphone makers face cost pressures, plan product cuts or price hikes
Amid surging demand from artificial intelligence (AI) servers and high-end personal computers, prices of DRAM and LPDDR5 memory have soared, placing heavy cost pressures on budget...
Friday 28 November 2025
AI servers fuel interconnect boom as suppliers race to integrate signal, power, and cooling
As AI computing power rapidly scales, electronic system interconnect demands are shifting from traditional terminal structure optimization to comprehensive integration of high-speed...
Thursday 27 November 2025
Chinese smartphone makers halt iPhone Air follow-up projects amid weak sales
Following disappointing sales of Apple's iPhone Air and tightening supply chains, major Chinese smartphone manufacturers have reportedly frozen or canceled their own "Air" ultra-thin...
Thursday 27 November 2025
Beijing reportedly bans ByteDance from using Nvidia GPUs in new data centers
Beijing authorities have reportedly imposed strict restrictions on high-end semiconductor imports, prohibiting ByteDance, the parent company of TikTok, from deploying Nvidia GPUs...
Thursday 27 November 2025
Foxconn's AI infrastructure play: from chips to data centers
Following two days of presentations at Hon Hai Tech Day (HHTD25), analysts and industry observers focused on one clear theme: Foxconn's sweeping vertical-integration strategy. From...
Thursday 27 November 2025
Inventec gains from Google TPU drive as cloud firms seek Nvidia alternatives
Google's renewed focus on custom Tensor Processing Units (TPUs) for artificial intelligence is driving up demand for its server hardware, giving Taiwan's Inventec new momentum and...
Thursday 27 November 2025
US Fed sees low AI bubble risk, warns of economic shifts
The current surge in artificial intelligence (AI) presents opportunities for innovation and productivity that significantly differ from previous technology booms, according to recent...
Thursday 27 November 2025
FOCI advances 1.6T SiPh for AI servers, eyes mass production
Driven by the AI server market, FOCI is steadily advancing its 1.6T-class silicon photonics (SiPh) products toward mass production. General manager DD Hu announced that sample shipments...
Thursday 27 November 2025
Google pushes TPU-OCS architecture as Gemini 3 aims at ChatGPT

Google's release of its Gemini 3 large language model (LLM) in November—trained primarily on the company's in-house TPU chips and...

Thursday 27 November 2025
Chinese phone makers push 10,000 mAh battery limit as Apple, Samsung, Google stay cautious
Chinese smartphone manufacturers are leading the race to increase battery capacity. Recent reports indicate that several Chinese smartphone makers are aiming to launch devices with...
Thursday 27 November 2025
Taiwan advances in global quantum race with photon pair and entanglement chip breakthroughs
Taiwan's national quantum program is entering the final year of its first phase, with Academia Sinica and other research groups achieving significant breakthroughs. These include...
Thursday 27 November 2025
Boston Dynamics founder charts the future of humanoid robotics
Marc Raibert, founder of Boston Dynamics, shared insights on the evolution of humanoid robotics—from early lab experiments to emerging commercial systems—at South Korea's...