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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Friday 22 August 2025
As Microsoft doubles down on AI, Azure Space is relegated to the sidelines

As Microsoft intensifies its focus on artificial intelligence, several non-AI-related divisions have faced significant cuts — with...

Friday 22 August 2025
Joint modules key to electric machinery alliance targeting humanoid robot market
The robotics supply chain states that at the current stage of humanoid robot development, mechanical components—primarily critical parts—account for about 50% of the total...
Friday 22 August 2025
India sees 30% tariffs fuel rise in smartphone exports to US in 1H25
India has overtaken China as the top smartphone exporter to the US, marking a major shift in global supply chains. According to Counterpoint Research and Canalys, Apple-led shipments...
Friday 22 August 2025
Energy + Intelligence: Energy challenges and industry opportunities in the AI era
History shows that past productivity improvements have always been accompanied by high-density energy conversion and industrial efficiency enhancements: from hydropower, steam, electrification,...
Friday 22 August 2025
Taisol Electronics pursues alternative strategy in server liquid cooling
Cooling module manufacturer Taisol Electronics has made significant progress in the server liquid cooling market. Its recently developed 120kW liquid cooling CDU has been sent to...
Friday 22 August 2025
Jochu to ramp up server cabinet production in 2026, reduce losses at Vietnam plant by 1Q26
Jochu Technology, a metal processing and integrated solution provider, has seen lower-than-expected performance in the first half of 2025, due to increased expenses and depreciation...
Friday 22 August 2025
Google switches to TSMC for Tensor G5 as Pixel 10 series launches

Google has officially launched its latest lineup of Pixel devices, all powered by the next-generation Tensor G5 chip, built using TSMC's...

Friday 22 August 2025
Apple to open third India store in Bangalore as iPhone sales surge
Apple will open a new retail store in Bangalore on September 2, marking its third outlet in India after Mumbai and Delhi. The expansion reflects Apple's deepening push into the country's...
Friday 22 August 2025
Taiwan unveils first humanoid robot amid industry challenges
Techman Robot, a subsidiary of Quanta Group, recently introduced Taiwan's first humanoid robot, marking a significant milestone in the local robotics industry. Despite this technological...
Friday 22 August 2025
Meta bets big on Google Cloud in US$10 billion AI infrastructure pact

In a groundbreaking move signaling a new chapter in cloud infrastructure partnerships, Meta has reportedly signed a multi-billion-dollar,...

Friday 22 August 2025
Tariff policy clarity boosts momentum in collaborative robot market
Techman Robot Inc., a player in the robotics and automation sector, remains optimistic about future prospects despite short-term uncertainties such as tariffs impacting factory investments...
Friday 22 August 2025
Google's Pixel 10 takes aim at Apple with AI-first design and TSMC's 3nm power
Google this week launched its Pixel 10 flagship series, debuting its first smartphone powered by a system-on-chip built on TSMC's 3nm process. Expectations are running high that the...
Friday 22 August 2025
Taiwan advances robotics and optical component industries with key international partnerships
At the Automation Taipei, humanoid robots and robotic arms gained attention, spotlighting Taiwan's optical industry's role in supplying lenses and sensor modules critical to these...
Friday 22 August 2025
Machine vision demand remains strong; Zebra optimistic about Greater China market growth
The industrial sector's demand for machine vision technology is expected to keep rising steadily through 2026, with Taiwan projected to achieve double-digit growth, according to Zebra...
Friday 22 August 2025
China signals soft resistance to US-approved Nvidia H20 shipments
On August 11, 2025, US President Donald Trump announced that Nvidia's H20 chips were approved for shipment to China. Before this, at the end of July 2025, reports indicated that Nvidia...