Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 18 December 2025

Samsung investigates Taiwan sales amid memory shortage, with China and Singapore ties

The global memory market is being gripped by its most severe shortage and price surge in years, one driven by structural shifts rather than...

Thursday 18 December 2025

Taiwan's AI software push needs substance, not stopgaps

Taiwan Premier Cho Jung-tai recently announced the government plans to invest NT$31.1 billion (US$992.95 million) in 2026 for 10 major AI infrastructure initiatives, including a government-subsidized...

Thursday 18 December 2025

Beyond human hackers: 2026 marks the era of autonomous AI warfare

As 2025 draws to a close, leading cybersecurity firms are publishing their forecasts for 2026 trends, and their conclusions are strikingly aligned. Analyses from Check Point, Fortinet,...

Wednesday 17 December 2025

Musk accelerates SpaceX IPO to build Starlink-based space data centers

Elon Musk's SpaceX has confirmed plans to launch its initial public offering (IPO) in 2026. Abhi Tripathi, a longtime SpaceX veteran and current mission operations director at the...

Wednesday 17 December 2025

Samsung tri-fold phone sees strong sales despite high repair costs

Samsung Electronics' newly launched tri-fold smartphone, the Galaxy Z Tri Fold, has generated robust initial demand despite concerns over its steep repair fees. The device sold out...

Wednesday 17 December 2025

Viking Tech's alloy resistors win major OBC order, extended material lead times push volume shipments to 2Q26

Automotive-grade thin-film resistor maker Viking Tech held an in-person investor conference, where VP Shun-he Li reported that demand for ultra-low-resistance alloy resistors continues...

Wednesday 17 December 2025

SpaceX reignites space business opportunities, MediaTek leads satellite sector

Space-related business opportunities have returned to the spotlight, and SpaceX is expected to go public in bringing data centers to space. Within Taiwanese IC design companies, MediaTek...

Tuesday 16 December 2025

Luxshare steps up diversification drive as Apple reliance shows signs of easing

Luxshare Precision Industry is accelerating efforts to diversify its business mix as it seeks to reduce its heavy reliance on Apple-linked consumer electronics, even as that segment...

Tuesday 16 December 2025

Kentec launches 2.5MW liquid-cooling CDU, teams up with Infinitix to expand Taiwan-Japan AI data center alliance

As generative artificial intelligence (GenAI) and large model training rapidly increase computing power density, artificial intelligence (AI) data centers are entering a new phase...

Tuesday 16 December 2025

Taiwan's AI exports surge on US demand, Europe emerges as key future market

Taiwan has experienced a substantial rise in exports of AI and high-performance computing products, driven mainly by heightened demand from the US. Between January and November 2025,...

Tuesday 16 December 2025

Apple braces for DRAM cost surge as Korean suppliers reprice contracts

Apple is facing renewed cost pressure as its long-term DRAM supply contracts with South Korean memory makers approach expiry in January 2026, heightening concerns that higher component...

Tuesday 16 December 2025

Taiwan's tech industry body set for new leadership amid AI boom

The Taipei Computer Association (TCA), which organizes the influential Computex tradeshow—one of Asia's largest technology exhibitions—is set to elect a new chairman on...

Tuesday 16 December 2025

Smartphone industry faces cost challenges in 2026 amid memory shortages and rising prices

The smartphone industry is facing considerable cost challenges in 2026 amid ongoing memory supply shortages and rising prices. This situation is expected to lead to a 1.6% decrease...

Monday 15 December 2025

Taiwan launches national cloud computing center to power sovereign AI under new major AI initiative

Driven by the rise of generative artificial intelligence (GenAI), competition across computing power, data, and applications is intensifying, prompting countries to adjust their technology...

Monday 15 December 2025

Meta's next AI model, 'Avocado,' signals shift to closed development

Meta is reportedly developing a new AI model, code-named "Avocado," slated for release in the spring of 2026.

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