Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 16 April 2026

China smartphone market shifts to premium, Huawei and Apple lead in 1Q26

China's smartphone market contracted in the first quarter of 2026, but stronger-than-expected demand for premium devices from Huawei and Apple helped cushion the decline and reshape...

Thursday 16 April 2026

Kbro enters 10G era with NT$10 billion investment, advocates heterogeneous network backup to replace price wars

Taiwan's Kbro Broadband on April 15 unveiled its next-generation 10G broadband service, backed by a planned NT$10 billion (approx. US$316.45 million) investment to upgrade network...

Thursday 16 April 2026

Rising component costs could shrink smartphone shipments by over 10% in 2026

Rising upstream component costs and higher new-phone prices are expected to slow global smartphone shipments in 2026, fueling stronger demand for used devices internationally and prompting...

Thursday 16 April 2026

Mobile manufacturers adapt to soaring key component prices with strategic measures

Memory and component cost surges may curb global phone sales growth in 2026, prompting firms worldwide to adjust prices, marketing, and retail approaches to protect margins. Brands...

Thursday 16 April 2026

Amazon cuts AI data center build time from 15 weeks to 3

Amazon is pushing to compress AI data center build times through an internal initiative known as Project Houdini, shifting...

Thursday 16 April 2026

Tata steps up iPhone manufacturing investments with fresh capital infusion

India's Tata Group has injected fresh capital into its electronics manufacturing arm, Tata Electronics, as it accelerates efforts to scale up iPhone production and strengthen its role...

Wednesday 15 April 2026

Nscale redirects OpenAI's Stargate Norway capacity to Microsoft

Hyperscaler Nscale has agreed to rent data center capacity to Microsoft at its campus in Narvik, Norway. Located in the Arctic Circle, the site was previously intended for OpenAI as...

Wednesday 15 April 2026

China ICT firm Tsinghua Unigroup grows revenue, scales AI infrastructure through H3C

China's Tsinghua Unigroup reported full-year 2025 revenue of CNY96.75 billion (US$13.4 billion), up 22.43% year on year, with net profit rising a more modest 7.19% to CNY1.69 billion,...

Wednesday 15 April 2026

Amazon to acquire Globalstar for US$11.6 billion, escalating space internet race

Amazon said on April 14 it would acquire Globalstar for US$90 a share, in a deal valued at about US$11.57 billion, accelerating its push...

Wednesday 15 April 2026

Taiwan's Ministry of Digital Affairs advances drone-based high-altitude platform station plan

To strengthen communications resilience, Taiwan's Ministry of Digital Affairs (MODA) is promoting a high-altitude platform station (HAPS) project. The initiative uses domestically...

Wednesday 15 April 2026

Southern Taiwan Science Park eyes US$94 billion on AI tailwinds

Riding the artificial intelligence (AI) boom and strong demand for advanced semiconductor processes, the Southern Taiwan Science Park (STSP) posted record-high revenue of NT$2.97 trillion...

Wednesday 15 April 2026

CyberTAN post strong 1Q26 growth on improved product mix

CyberTAN, a networking hardware maker, reported strong revenue growth in March 2026, supported by a stronger product mix and solid shipment contributions. Consolidated revenue reached...

Wednesday 15 April 2026

Cooling fan makers remain optimistic about 2026 operations

Record revenues and aggressive liquid-cooling rollouts at leading fan makers signal shifting global demand, with server and automotive needs underpinning growth while consumer-linked...

Wednesday 15 April 2026

Taiwan cooling suppliers post record March revenue as AI demand lifts liquid cooling

Taiwan's leading thermal solution providers reported record revenue in March 2026, as AI-driven demand extended into general-purpose servers...

Wednesday 15 April 2026

Nanya Technology predicts DRAM price surge in 2Q26 as private equity boosts growth

Despite recent softening in the DRAM spot market, Nanya Technology president Pei-Ing Lee said DRAM prices will rise by the "tens of percentage points" in the second quarter of 2026...

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