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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 21 October 2025
The quiet duopoly powering AI server substrates: Taiwan and Japan’s next supply edge
Eclat Forever Machinery (EFM), a Taiwan-based maker of advanced IC substrate equipment, told investors it expects stronger performance in 2026 than in 2025. Chairman Chou Cheng-chun...
Tuesday 21 October 2025
Pegatron's ASRock Rack nears IPO with surging AI server sales as Chairman T.H. Tung signals more spin-offs
Pegatron Group's server subsidiary ASRock Rack is preparing to go public, marking a key milestone in the group's broader transformation. Pegatron Chairman T.H. Tung personally attended...
Tuesday 21 October 2025
ASRock server unit ASRock Rack accelerates B200/B300 server shipments
ASRock Rack, the server motherboard and system development subsidiary of major motherboard manufacturer ASRock, is set to go public in November 2025. ASRock Rack chairman Lung-lun...
Tuesday 21 October 2025
SoftBank's ABB acquisition signals Asia's robotics dominance over Europe
SoftBank's plan to acquire ABB's robotics division for nearly US$5.4 billion by 2026 signals a significant shift in the global robotics landscape. The acquisition marks SoftBank's...
Tuesday 21 October 2025
Taiwan quantum industry takes shape as research teams advance component autonomy
Taiwan's industry players are seizing every opportunity in the rapidly advancing field of quantum technology. According to the National Science and Technology Council's (NSTC) quantum...
Tuesday 21 October 2025
Micron lures Korean engineers to Taiwan with premium salaries
The world's third-largest memory manufacturer, Micron Technology, is reportedly recruiting Korean engineers to work in Taiwan. Sources indicate that Micron's hiring targets engineers...
Tuesday 21 October 2025
LGD expands Paju OLED line for Apple's next-gen iPhone
LG Display (LGD) is reportedly planning to invest in production line conversion in 2026 for Apple's next-generation iPhone. According to the latest reports from Korean media, LGD...
Tuesday 21 October 2025
Nvidia sparks Taiwan competition with new microchannel cooling technology
Nvidia is planning to promote new cooling technologies in response to increasing demand for AI server cooling. In addition to the Microchannel Lid (MCL), the company is also said...
Tuesday 21 October 2025
Jeff Bezos: The future of cloud computing is off-Earth
During a recent appearance at Italian Tech Week, Amazon founder and Blue Origin CEO Jeff Bezos predicted that within the next 10 to 20 years, humanity will begin constructing gigawatt-scale,...
Tuesday 21 October 2025
Can Samsung's Moohan XR break Meta's hold and match Apple's Vision Pro?
Ahead of Samsung Electronics' October 22, 2025, unveiling of its first extended reality (XR) headset, Apple preemptively launched an upgraded version of its mixed reality (MR) device,...
Tuesday 21 October 2025
China's eSIM rollout hits snags as iPhone Air sparks policy growing pains
Apple's iPhone Air, the first smartphone in China without a physical SIM slot, ushers in the country's long-awaited eSIM era. But despite the milestone, eSIM adoption in China remains...
Tuesday 21 October 2025
Potens enters AI market with new Hot-Swap MOS
Demand for hot swap power supply in servers is increasing as AI data centers proliferate. Potens Semiconductor Chairman Hsiang-Chi Meng stated that in addition to continuing its expansion...
Monday 20 October 2025
Huawei Cloud CEO demoted over data falsification scandal
On October 18, 2025, Huawei's internal disciplinary committee reportedly imposed strict penalties on senior executives within its cloud computing business unit after uncovering "data...
Monday 20 October 2025
Taiwan's smart robotics drive faces research gaps and integration hurdles
Taiwan's Executive Yuan (Cabinet) is vigorously promoting the "10 New Major AI Projects," focusing on smart applications, critical technologies, and digital infrastructure. Key technologies...
Monday 20 October 2025
iPhone 17 sparks strong upgrade demand with longer wait times and more orders
Apple's iPhone 17 is shaping up to be the best-performing model since the COVID-19 pandemic, according to multiple analysts cited by The Financial Times. The new generation's...