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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 22 October 2025
Trump tariff faces legal test as Supreme Court hearing nears
US President Donald Trump is set to personally attend oral arguments on November 5, 2025, at the US Supreme Court regarding the legality of his administration's reciprocal tariffs—a...
Wednesday 22 October 2025
Samsung Exynos 2600 set to return in Galaxy S26 flagship smartphones
Samsung Electronics will begin mass production of its next-generation mobile application processor (AP), the Exynos 2600, in November 2025, according to several South Korean media...
Wednesday 22 October 2025
Anthropic, Google weigh multibillion-dollar cloud deal to rival Microsoft's AI alliance
Anthropic PBC is in early talks with Alphabet Inc.'s Google on a potential cloud computing deal worth between US$1 billion and US$10 billion to secure additional AI computing power,...
Wednesday 22 October 2025
AI boosts Taiwan's economy but challenges balanced growth goals
Taiwan's economy is experiencing a dramatic surge fueled by its dominant position in global semiconductor manufacturing and the artificial intelligence boom. The Chung-Hua Institution...
Wednesday 22 October 2025
GenAI gives China’s smartphone market a surprise rebound
China's smartphone market, which had slowed due to extended replacement cycles and market saturation, showed unexpected resilience in the first half of 2025. Supported by government...
Wednesday 22 October 2025
Server maker sees no AI bubble amid rising AI computing demand
ASRock Rack, a server-focused subsidiary of Pegatron, is preparing for its upcoming public listing and held a pre-IPO briefing on October 20, 2025. The event was attended by key figures...
Wednesday 22 October 2025
Disney+ boosts Homeplus to hit record high Q3 performance
Homeplus Digital hit a record high in broadband subscriptions in the third quarter of 2025, largely driven by the addition of the international streaming brand Disney+, which significantly...
Tuesday 21 October 2025
Chinese iPhone users take on Apple, accuse it of abusing market power for App Store
Fifty-five iPhone and iPad users in China have filed a joint complaint with the State Administration for Market Regulation (SAMR), accusing Apple of abusing its dominant position...
Tuesday 21 October 2025
Global Electronics Association joins AMD and ASE to encourage advanced packaging standardization at IMPACT 2025
The Global Electronics Association (GEA) participated as a co-organizer in the 2025 International Microsystems, Packaging, Assembly, and Circuits Technology (IMPACT) Conference, hosting...
Tuesday 21 October 2025
Arm expands Flexible Access program to Armv9 platform to boost edge AI startups
Arm has extended its Flexible Access licensing program to include the latest Armv9 edge AI platform, enabling companies to access chip design tools at minimal cost and accelerate...
Tuesday 21 October 2025
GaN technology set to decide AI server power chip battle
As Nvidia boldly announces the arrival of 800V high-voltage power supplies for AI servers, nearly all leading power semiconductor players have joined its supply chain. The industry...
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...