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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 8 September 2025
AI data centers spark power squeeze: Taiwan's heavyweights race to deliver faster
The explosive growth of artificial intelligence (AI) is fueling a global boom in AI data centers, driving electricity demand to record highs. Taiwanese heavy electrical firms —...
Monday 8 September 2025
Huawei launches new tri-fold smartphone with Kirin 9020 chip, targeting Samsung Electronics
Chinese tech giant Huawei, the first company in the world to launch a tri-fold smartphone, has unveiled its latest tri-fold model, the Mate XTs Ultimate Design, just one year after...
Saturday 6 September 2025
Samsung accelerates launch of Galaxy S25 FE, Galaxy Tab S11 to bolster AI portfolio
Samsung is rolling out its Galaxy S25 FE smartphone and Galaxy Tab S11 tablets a month early, unveiling the devices at the IFA 2025 tech show in Berlin. The move is aimed at filling...
Saturday 6 September 2025
Why integration decides winners in Taiwan's AI server supply chain
Global demand for artificial intelligence (AI) is surging, driving parallel growth in AI server deployment. Taiwanese firms, once regarded mainly as component suppliers, have moved...
Friday 5 September 2025
Arm beats Intel and AMD in DPUs; can RISC-V reshape competition?
Data centers are often seen as battlegrounds among the three major CPU architectures (x86, Arm, RISC-V) and GPUs from Nvidia, AMD, and specialized ASIC vendors. The Arm architecture...
Friday 5 September 2025
SKT launches massive AI data center to recover from cyberattack fallout
South Korean telecom giant SK Telecom (SKT) is doubling down on its artificial intelligence (AI) investments in the wake of a major hacking incident. The company has officially begun...
Friday 5 September 2025
O-RAN falters in Taiwan: factory outages, funding strains shift focus to AI-RAN
Taiwan's bid to challenge global telecom incumbents with 5G Open RAN (O-RAN) is faltering, as network outages in automated factories undermine trust and local vendors struggle to...
Friday 5 September 2025
Smartphone sector braces for uncertainty with US, China steering 2025 growth

Washington's reciprocal tariffs announced in April have disrupted global trade flows and economic momentum, putting the smartphone industry...

Friday 5 September 2025
Taiwan’s top industrial lab says talent, not just chips, will power the future
With the artificial intelligence (AI) wave driving strong demand for AI server hardware products, the energy, power supply, and electromechanical industries have also benefited, due...
Friday 5 September 2025
Taiwan’s IPC makers retool for AI image recognition in retail
With an increasing number of industries integrating artificial intelligence (AI) into their operations, retail and food services are now using image recognition technology to enhance...
Friday 5 September 2025
iPhone 17 sales forecast at 80 million units in 2H25, four major variables loom
Apple's 2025 fall product launch event is confirmed for September 10 at 1 a.m. Taiwan time. Market rumors suggest significant upgrades across Apple's hardware lineup, raising high...
Friday 5 September 2025
AI data centers turn to MCIO connectors as GPUs outgrow PCB traces
The rapid advancement of GPU power is driving demand for faster, higher-frequency data links in AI servers and hyperscale data centers. With transfer rates pushing 32 gigatransfers...
Thursday 4 September 2025
Tech Forum 2025: Global smartphone market plateaus as Apple and Samsung bet on chips and ecosystems
After over a decade of rapid expansion, the global smartphone market has reached a mature and highly competitive stage. DIGITIMES projects that global smartphone shipments will hit...
Thursday 4 September 2025
Tech Forum 2025: US-based server assembly surges as Taiwan's EMS leaders navigate rising costs and trade uncertainties
The Trump administration's tariff policy announced in April 2025 is reshaping global server supply chains, prompting Taiwan's leading EMS firms—Foxconn, Wistron, Quanta, Inventec,...
Thursday 4 September 2025
Hewlett-Packard Enterprise sees revenue and profit beat expectations in 3QFY25
Hewlett Packard Enterprise (HPE) reported third-quarter fiscal year 2025 revenue of US$9.1 billion, surpassing analyst estimates, driven by strong demand for AI servers and networking...