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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 13 October 2026
Formosa Smart Energy draws interest from global cloud providers for AI data centers
Formosa Smart Energy, an energy affiliate of Taiwan's Formosa Plastics Group, said global cloud service providers have approached it about building AI data centers at the group's industrial...
Tuesday 13 October 2026
Omron to buy US industrial PC maker OnLogic for US$675 million
Japan's Omron has agreed to acquire US industrial computer (IPC) maker OnLogic and its parent company, Interlogic, at an enterprise value of US$675 million, seeking to expand its presence...
Tuesday 13 October 2026
Huawei foldable phone shipments top 20 million, claims over 70% China market share in 1H26
Huawei's cumulative global foldable smartphone shipments have exceeded 20 million units, with the company capturing more than 70% of China's foldable phone market in the first half...
Tuesday 13 October 2026
Nvidia and Cisco unveil new optics design to help scale AI factories
Nvidia and Cisco have introduced a new pluggable optics form factor to expand AI infrastructure without sharply increasing power use or network complexity. For global cloud operators,...
Tuesday 13 October 2026
Taiwan optical suppliers post record sales as Lumentum warns of shortages
Taiwanese optical networking suppliers reported strong September and third-quarter 2026 revenue growth, with EZconn and LuxNet posting record monthly sales as demand for high-speed...
Tuesday 13 October 2026
Intel CEO warns AI hardware shortages could last up to 3 years
Intel CEO Lip-Bu Tan warned in Singapore that demand for AI infrastructure continues to outpace supply, with hardware shortages unlikely to ease significantly over the next 2–3...
Tuesday 13 October 2026
Wistron expands Taiwan capacity with NT$8 billion investment
Wistron announced plans to invest roughly NT$8 billion (approx. US$250.67 million) to expand its production capacity in Taiwan. On October 12, the board approved an additional capital...
Tuesday 13 October 2026
Taiwan telecom leaders post stellar September results on iPhone upgrades, AI service growth
Taiwan's three leading telecom operators reported strong revenue and earnings growth in September 2026, driven by replacement demand following the launch of Apple's iPhone 18 Pro series...
Tuesday 13 October 2026
TSMC power plant funding talks still conceptual, says Taipower
Electricity demand from semiconductor manufacturing, memory production, advanced packaging, and server assembly is rising rapidly, fueling reports that Taiwan Power Company (Taipower)...
Tuesday 13 October 2026
Fujitsu, New Mexico plan quantum research center with global industry implications
Fujitsu's plan to open a quantum computing research center in New Mexico could have implications well beyond the US. The collaboration aims to accelerate research, train workers, and...
Tuesday 13 October 2026
AMD Helion aims to reshape data center design for agentic AI
AMD has introduced Helion, an open rack architecture designed for agentic AI workloads that could change how data centers allocate compute, power, and cooling. The system targets hyperscale...
Tuesday 13 October 2026
Microsoft's 2nm Maia 300 completes cloud AI ASIC lineup, setting up 2027 server supply-chain boom
Microsoft has unveiled its latest in-house AI application-specific integrated circuit (ASIC), Maia 300, and accompanying server rack, with its compute chiplets manufactured using TSMC's...
Tuesday 13 October 2026
Nanya Technology's LTAs cover up to 70% of capacity as Pingtung 3D IC plant targets 2H28 production
Nanya Technology reported record profits in the third quarter of 2026, with president Pei-Ing Lee saying long-term agreements (LTAs) now cover approximately 50–70% of the company's...
Tuesday 13 October 2026
AI Server tracker: Taiwan's AI server chain grew 55% in September, but the growth narrowed to fewer suppliers
The AI buildout is still lifting Taiwan's server supply chain faster than almost any other industry, yet September's filings show the lift concentrating into fewer hands. The 49 listed...
Tuesday 13 October 2026
BTL sees AI testing surge, schedules extend to 1Q27
Electronic testing laboratory BTL reported September 2026 revenue of NT$87 million (US$2.73 million), up 10.2% year-over-year, as AI server testing projects at its second Guishan plant...