Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Sunday 2 November 2025

AI, satellites, and 6G drive Taiwan’s next wave of telecom innovation

With 5G deployment expanding worldwide and 6G research accelerating, the global communications industry is entering a new era defined...

Sunday 2 November 2025

Samsung's Exynos 2600 chips challenge Apple and Qualcomm in early benchmarks

Samsung Electronics' next-generation application processor, the Exynos 2600, appears poised to reclaim the spotlight in the high-end smartphone chip market, with early benchmark tests...

Sunday 2 November 2025

OpenAI and Oracle partner to build 1GW data center campus in Michigan

OpenAI and Oracle have announced plans to construct a 1GW data center campus in Saline Township, Michigan, with construction scheduled to begin in early 2026. The site, part of the...

Sunday 2 November 2025

Nvidia strengthens South Korea ties, turning AI drive into geopolitical strategy

As world leaders gather for the APEC Summit in Gyeongju amid tense geopolitics, South Korea is quietly taking on a new strategic role in the global AI race. Nvidia CEO Jensen Huang's...

Saturday 1 November 2025

Siemens turns to software to manage AI’s power surge

The rapid expansion of the semiconductor industry and artificial intelligence (AI) supply chains is driving a sharp increase in global electricity demand, raising new challenges for...

Saturday 1 November 2025

Taiwan analytics firm wins Canadian telecom deal, marking North American debut

Taiwan's mobile data analytics firm Groundhog Technologies has successfully entered the North American market in the fourth quarter of 2025 by securing a contract with a leading Canadian...

Friday 31 October 2025

Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all...

Friday 31 October 2025

Foxconn deepens AI collaboration with Nvidia, commits over US$1 billion to AI infrastructure

As the global wave of generative artificial intelligence (GenAI) surges, Nvidia CEO Jensen Huang has positioned the company's AI strategy as an industry benchmark, with the annual...

Friday 31 October 2025

Samsung mobile business sees nearly 30% profit rise in 3Q25, boosted by foldable sales

Samsung Electronics saw strong results from its mobile division for the third quarter of 2025, driven by robust sales of its new foldable models, the Galaxy Z Fold7 and Flip7. The...

Friday 31 October 2025

AI demand fuels surge in data center capex by Microsoft, Alphabet, and Meta

Cloud service providers are rapidly expanding AI capabilities, leading to increased capex and major investment in data center infrastructure. Microsoft CEO Satya Nadella revealed...

Friday 31 October 2025

Intel eyes SambaNova in potential AI chip deal

Intel is in preliminary discussions to acquire artificial intelligence chip startup SambaNova, according to Bloomberg citing people familiar with the matter. The potential...

Friday 31 October 2025

Compal to expand server manufacturing in Texas

Compal Electronics' wholly owned subsidiary, Compal US Technology (CUT), has secured board approval to lease new facilities in Taylor and Georgetown, Texas. The move aims to reinforce...

Friday 31 October 2025

Delta Electronics sees AI boom stretch power and cooling capacity to the limit

Global AI growth continues unabated, with Delta Electronics emerging as a key indicator of demand for AI server power and cooling systems. At its latest investor meeting, chairman...

Friday 31 October 2025

Amazon’s US$125B AI supply chain: custom chips and terawatt ambitions

Amazon highlighted its growing investments in artificial intelligence (AI) and cloud infrastructure during its third-quarter 2025 earnings call, underscoring a significant acceleration...

Friday 31 October 2025

Apple eyes record holiday quarter as iPhone and services momentum build

Apple reported record fiscal fourth-quarter results, with revenue rising nearly 8% year over year to US$102.47 billion, driven by double-digit growth in services and solid demand...

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