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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Tuesday 28 October 2025
AMD MI355X to power US Department of Energy's new supercomputers
AMD and the US Department of Energy (DOE) have announced two next-generation supercomputing systems to be built at Oak Ridge National Laboratory (ORNL) — the Lux AI supercomputer...
Tuesday 28 October 2025
Applied Digital secures US$15 billion lease to expand computing capacity at Polaris Forge 2 campus
Applied Digital, a firm specializing in data center design, development, and operations, has signed a US$15 billion infrastructure lease agreement spanning 15 years with an unnamed...
Tuesday 28 October 2025
Foxconn commits US$1.37 billion to build AI supercomputing center and expand cloud infrastructure
Driven by the global surge in generative AI, Foxconn announced plans to invest NT$42 billion (approximately US$1.37 billion) toward procuring AI computing power and cloud business...
Tuesday 28 October 2025
Apple's 2026 foldable debut set to reshape US-China market dynamics
Samsung Electronics currently leads the foldable phone market and holds the largest share of foldable phone sales in the US, alongside Motorola and Google. However, Apple is expected...
Tuesday 28 October 2025
Trump turns a blind eye to US's AI power grid problem
AI data centers are putting tremendous pressure on the US's already fragile power infrastructure. In addition to Nvidia CEO Jensen Huang and Tesla CEO Elon Musk, multiple Wall Street...
Tuesday 28 October 2025
Qualcomm launches AI200, AI250 to challenge Nvidia’s dominance in AI infrastructure
Qualcomm Technologies, Inc. has unveiled its next-generation AI inference solutions for data centers — the AI200 and AI250 chip-based accelerator cards and racks — marking...
Tuesday 28 October 2025
Samsung and SK Hynix memory hikes hit Chinese smartphone makers hardest
As global memory prices surge rapidly, smartphone makers face increasing cost pressures that are driving retail price adjustments. Samsung Electronics' Device Solutions division anticipates...
Tuesday 28 October 2025
Apple ships first AI servers from Houston to power US-made cloud and AI expansion
Apple has begun shipping its first batch of artificial intelligence (AI) servers from a new factory in Houston, Texas, marking a key milestone in its US$600 billion investment in...
Monday 27 October 2025
Global 5G SA rollout lopsided, with 95% of users in just three countries
As the global digital transformation accelerates, 5G has become a critical foundation driving comprehensive upgrades across industries. However, its revolutionary potential remains...
Monday 27 October 2025
Chinese smartphone EMS reportedly regains ground in India as bilateral ties improve
Chinese mobile electronics manufacturers are expanding their footprint in India amid signs of easing tensions between the two countries, industry executives told the Economic...
Monday 27 October 2025
Xiaomi 17 series challenges Apple’s dominance in China’s high-end market
Xiaomi partner and president Weibing Lu is spearheading the company's push into the premium smartphone segment, marking the Xiaomi 17 series in 2025 as a critical battle for the price...
Monday 27 October 2025
Topco accelerates overseas push to align with clients’ new fab investments
Geopolitical tensions are creating turbulence in global trade. According to TSMC founder Morris Chang, globalization is dead. Semiconductor material distributor Topco Scientific also...
Monday 27 October 2025
AI poisoning: Anthropic study finds just 250 malicious files can compromise the largest LLMs
Contrary to long-held beliefs that attacking or contaminating large language models (LLMs) requires enormous volumes of malicious data, new research from AI startup Anthropic, conducted...
Monday 27 October 2025
US and Malaysia strike deal to secure rare earth supply chain
On October 26, US President Donald Trump attended the ASEAN Summit in Kuala Lumpur, Malaysia, where the US and Malaysia signed a trade agreement and a memorandum of understanding...
Monday 27 October 2025
Taiwan Mobile continues talks with LEO satellite firms, awaits right timing for partnerships
With Amazon's low Earth orbit (LEO) satellite broadband network Project Kuiper expected to enter Taiwan, with Chunghwa Telecom (CHT) and Far EasTone Telecommunications (FET) actively...