CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 3 September 2026
Niching validates 500-ton press for large heat spreaders
Niching Industrial is expanding its heat-spreader capacity as AI and high-performance computing demand pushes up orders across the global semiconductor supply chain. The company said...
Thursday 3 September 2026
Huawei, Xiaomi to launch new foldable smartphones ahead of Apple
Samsung Electronics launched its new Galaxy Z series foldable smartphones, including its first wide-folding model, kicking off this year's foldable smartphone battle. With attention...
Thursday 3 September 2026
Google to expand Taipei AI infrastructure center as Taiwan ties deepen
Google will expand its AI infrastructure research and development center in Taipei's Shilin district, adding 60% more office space, as it deepens work with Taiwan's supply chain on...
Thursday 3 September 2026
HPE has already bought the supply behind its raised fiscal 2027 plan
The most consequential figures on HPE's fiscal third-quarter earnings call on September 2 were not the results but the commitments standing behind them. According to Bloomberg's transcript...
Thursday 3 September 2026
HPE's constraint has shifted from demand to memory
Hewlett Packard Enterprise's fiscal third-quarter results, reported on September 2, are the point at which the Juniper Networks deal and the enterprise AI cycle stopped being a cost...
Thursday 3 September 2026
Auras sees ASIC revenue reaching 50% in 2027, eyes microchannel cooling production in 2028
Cooling specialist Auras Technology is expanding from GPU platforms to ASIC-related products as its next growth driver, amid the ongoing shift toward liquid cooling in AI servers,...
Thursday 3 September 2026
Column: From automation to autonomy—what robotics still needs to make the leap
I visited Automation Taipei 2026 in mid-August, where the show looked lively and occupied a footprint 7% larger than in 2025. Physical AI and vision-language-action (VLA) models dominated...
Thursday 3 September 2026
SB Energy eyes US listing as Nvidia commits US$1.5 billion
SB Energy, the data center and power infrastructure company under SoftBank Group, filed for an IPO with the US Securities and Exchange Commission (SEC) on September 1, planning to...
Thursday 3 September 2026
Analysis: India's fast-growing FWA market may widen, but suppliers still face margin pressure
India's fixed wireless access (FWA) market is expanding quickly as 5G rollouts accelerate and policymakers push local manufacturing, but Taiwanese networking suppliers say the opportunity...
Thursday 3 September 2026
Global smartphone outlook cut again as foldables shine
Global smartphone shipments are facing renewed downside pressure in 2026 as memory prices rise, handset makers pass on higher costs, and brands trim low-end models to protect margins...
Thursday 3 September 2026
Thailand AiPASS unlocks premium AI after lessons
Thailand has launched its TH-AI Passport and core AiPASS platform, taking a different path from South Korea's national AI push by buying access to overseas commercial AI tools such...
Thursday 3 September 2026
SEMICON Taiwan 2026: Physical AI drives new demand for multimodal robot sensing
The rise of physical AI is creating a new wave of demand for advanced sensors as robots move from controlled demonstrations toward practical deployment. Industry experts at SEMICON...
Wednesday 2 September 2026
Lam Research exec says automated preventive maintenance key to fabs of the future
A senior Lam Research executive told an industry audience this week that the next major leap in semiconductor manufacturing will not come from removing humans entirely from fabs, but...
Wednesday 2 September 2026
DRAM giants target 3D stacking to break memory wall and power bottlenecks
At a shared stage at Semicon Taiwan 2026, executives from Samsung Electronics, SK Hynix, and Micron agreed that traditional 2.5D high-bandwidth memory (HBM) using interposers is approaching...
Wednesday 2 September 2026
Fresh off Nasdaq listing, Pasqal turns to Taiwan's photonics industry to help it scale
Four days after listing on Nasdaq, Pasqal came to SEMICON Taiwan with an argument aimed squarely at its competitors: the industry's assumption that quantum computing delivers nothing...