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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 7 November 2025
Samsung Galaxy S26 prices may increase because of memory demand surge
Every year's new flagship phones bring questions regarding pricing. This year, Samsung's Galaxy S26 series is expected to see a price increase from its predecessor. As the memory...
Friday 7 November 2025
Google launches new TPU and Arm-based instances for AI workloads
Google has introduced Ironwood, its seventh-generation Tensor Processing Unit (TPU), designed for large-scale AI model training, reinforcement learning, and inference.
Friday 7 November 2025
Taiwan machinery leverages AI for defense push
Taiwan's machinery industry is leveraging artificial intelligence to transform from a traditional manufacturing base into a high-tech powerhouse, with growing ambitions in the global...
Friday 7 November 2025
Update: Jensen Huang dined with CC Wei tonight in Tainan, and will attend TSMC's annual sports day in Hsinchu
Update: Jensen Huang, CEO of Nvidia, is already in Tainan, a city about 300 kilometers south of Taipei. He dined with several key executives of TSMC, including CC Wei, chairman and...
Friday 7 November 2025
AWS pledges US$9 billion for AI expansion in South Korea, eyeing agentic AI leadership
Amazon Web Services (AWS) CEO Matt Garman has announced an additional US$5 billion investment in South Korea, bringing AWS's total commitment to US$9 billion to expand AI data centers...
Friday 7 November 2025
Trump's trade policies trigger Taiwan's US$400 billion US investment surge
Amid US President Donald Trump's tariff threats and new incentives under the US "One Big Beautiful Bill Act," foreign companies are increasingly planning major investments in the...
Friday 7 November 2025
Foxconn expects 4Q25 growth as AI servers, ICT products drive demand
Leading electronics contract manufacturer Hon Hai Precision Industry (Foxconn) reported October 2025 revenue of NT$895.71 billion (US$28.99 billion), up 7% sequentially and 11.29%...
Friday 7 November 2025
CHT Security posts record revenue, profit in 3Q25 with growth across three key margins
Taiwanese cybersecurity firm CHT Security announced its operational results for the third quarter of 2025 on November 5. Both revenue and profit reached new highs, with quarterly...
Thursday 6 November 2025
Far EasTone eyes 28GHz Kuiper satellite service launch in Taiwan by early 2027
Far EasTone Telecommunications (FET) president Chee Jing has announced that the company expects to begin offering Project Kuiper satellite communication services as early as the beginning...
Thursday 6 November 2025
E Ink and C3 co-launch Pixel Paper Labs in Sri Lanka
C3 Labs, headquartered in Sri Lanka, has announced the establishment of a new business unit called Pixel Paper Labs, focusing on the development, design, and manufacturing of e-paper...
Thursday 6 November 2025
Vivo and Oppo flagship phones go head-to-head
Pre-order performance of Vivo's X300 series and Oppo's Find X9 series flagship smartphones has exceeded expectations. To meet user demands for improved performance and telephoto shooting,...
Thursday 6 November 2025
Advantech maintains strong 3Q25 performance despite rising raw material costs
Advantech, a leading industrial PC manufacturer, reported steady growth in the third quarter of 2025 despite experiencing a slight decline in gross margin caused by rising raw material...
Thursday 6 November 2025
Advantech says tight DDR4 supply and rising SSD prices squeeze industrial PC margins
Global memory supply constraints continue to pressure the industrial PC (IPC) market, with Taiwanese technology company Advantech Co. reporting that tight DDR4 memory availability...
Thursday 6 November 2025
IC designers race to win orders despite declining margins
At its most recent earnings call, MediaTek raised its forecast for the total ASIC market from US$40 billion to US$50 billion, reflecting surging demand for cloud AI ASICS. However,...
Thursday 6 November 2025
Inventec notebook shipments fall 15.79% in October amid seasonal slowdown
Inventec reported a 15.79% month-on-month decline in notebook shipments to 1.6 million units in October 2025, largely attributed to a high base effect from the end of the third quarter...