Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 8 April 2026

Chinese energy storage players flock to growing AI data center market in face of fierce domestic competition

Chinese energy storage players are going all in on the AI data center market, as intense domestic competition has caused falling profit margins from traditional storage projects. The...

Wednesday 8 April 2026

AI server cooling demand boosts heat sink makers' growth outlook

Heat sink manufacturers continue to benefit from the surge in AI-driven server growth, with Asia Vital Components (AVC), Auras, and Jentech all posting record-high revenues in March...

Wednesday 8 April 2026

Uber deploys AWS custom chips to scale AI and cut compute costs

US ride-hailing platform Uber has announced a partnership with Amazon Web Services (AWS) to deploy its in-house custom chips, aiming to...

Wednesday 8 April 2026

AI server boom lifts Taiwan's ACES Electronics into the high-speed interconnect race

As AI servers grow more complex and bandwidth demands surge, components once considered peripheral—connectors and high-speed cables—are emerging as critical determinants...

Wednesday 8 April 2026

Apple leverages supply chain advantage to boost market share despite AI lag

As the industry enters the second quarter of 2026, Apple plans to significantly shift its shipment schedule for iPhones and other consumer electronics, with a base iPhone model possibly...

Wednesday 8 April 2026

Apple's foldable iPhone reportedly still on track for September launch despite engineering hurdles

Apple's first foldable iPhone is reportedly facing a more complex-than-expected engineering testing phase, raising concerns about potential...

Wednesday 8 April 2026

Samsung Display secures exclusive Apple foldable OLED orders, partners poised to benefit

Samsung Display (SDC) has taken the lead in the industry by initiating mass production of 8.6-generation OLED panels for IT applications, as well as OLED panels for Apple's foldable...

Wednesday 8 April 2026

Samsung's Roh Tae-moon visits Tokyo, targets Japan Android leadership

Samsung Electronics's Device eXperience (DX) head Roh Tae-moon personally visited Tokyo on April 1, marking his first trip to Japan this year. Although Apple has long dominated Japan's...

Wednesday 8 April 2026

SpaceX's Starlink Mobile faces a slow climb to scale

Space-based cellphone service has long been pitched as the next frontier in connectivity. Now, SpaceX is testing that promise with Starlink Mobile — a bet that could reshape...

Wednesday 8 April 2026

Humanoid robots drive tactile sensor development as Taiwan firms vie for differentiation

Labor shortages in the service sector are more severe than in manufacturing. This, coupled with its largely unstructured environments, makes it a market urgently keen on adopting AI...

Tuesday 7 April 2026

Interview: Agentic AI is creating a new frontier of cybersecurity risks

AI agents and their high-powered capabilities are creating a new category of cybersecurity threats among enterprises using them, from accidental data breaches to bad actors breaking...

Tuesday 7 April 2026

Wonderful Hi-Tech bets on AI servers and satellites for next growth wave

After a slower second half of 2025, marked by elevated customer inventories and a softer ordering pace, high-end cable material provider...

Tuesday 7 April 2026

Advantech tops US$635 million in 1Q26 revenue on edge AI demand surge

Driven by accelerating real-world deployment of edge AI applications across major global markets, industrial PC (IPC) maker Advantech reported...

Tuesday 7 April 2026

Rapid deployment and flexible scalability drive the rise of modular data centers

As GPU platforms continue to iterate each year, the buildout of AI infrastructure is accelerating in tandem. For data center operators, cloud service providers, hyperscalers, and large...

Tuesday 7 April 2026

Foxconn posts strong March revenue, expects 2Q26 growth despite seasonal trends

Foxconn reported a robust consolidated revenue of NT$803.7 billion (approx. US$25.1 billion) in March 2026, driven by sustained demand for AI cloud products and restocking across all...

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