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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 9 September 2026
AI computing power propels tech sector to US$30 trillion, putting servers at the core of 2027's supply chain
Taiwan's Market Intelligence & Consulting Institute (MIC) expects servers and data center supply chains to become the primary growth drivers for major information and communications...
Wednesday 9 September 2026
Samsung, LG secure roles as key suppliers for Apple's foldable iPhone

Apple's expected first foldable iPhone is set to channel a significant share of its component value to South Korean suppliers, with Samsung...

Wednesday 9 September 2026
Ledlink Optics posts 21-month revenue high on AI server, auto demand
Ledlink Optics reported that August revenue climbed on stronger AI server and automotive demand, with consolidated revenue reaching NT$134 million. The figure rose 3.21% from July...
Wednesday 9 September 2026
CIOE: Luxshare bets on flat optics to solve AR glasses' weight problem
At its booth at the China International Optoelectronic Expo (CIOE), Luxshare and its camera-module affiliate Luxvisions showcased the components they believe will define the next generation...
Wednesday 9 September 2026
Getac sees growing drone orders, with 2027 revenue contribution reaching up to 12%
Getac Holdings is expanding aggressively into drone opportunities on the back of its strong industrial rugged computer foundation, making the segment a continued growth driver in the...
Wednesday 9 September 2026
Verizon, Corning strike multi-billion-dollar fiber deal for broadband and AI buildout
Verizon and Corning have agreed to a multi-billion-dollar supply deal that could shape broadband access and artificial intelligence infrastructure well beyond the US. The pact underscores...
Wednesday 9 September 2026
Weblink posts record August revenue on AI, premium computing demand
Acer subsidiary Weblink International reported record August consolidated revenue of NT$3.246 billion in 2026, up 41.52% from a year earlier, as demand for mid- to high-end computing...
Wednesday 9 September 2026
Smart applications boost AOPEN, Acerpure revenue
Acer subsidiaries AOPEN and Acerpure both posted strong revenue growth in August 2026, driven by rising demand in the smart applications market.
Wednesday 9 September 2026
Thailand pauses 49 data center projects
Thailand has suspended construction on 49 data center projects while stressing that it is not trying to "close the door" to investment. The move comes as the government works to draft...
Wednesday 9 September 2026
Apple yields to memory suppliers in historic strategy shift, with Kioxia tipped as NAND long-term agreement recipient
Apple, historically known for wielding unmatched leverage in component price negotiations, has reportedly been trading pricing leverage for long-term supply guarantees from memory...
Wednesday 9 September 2026
Arm expands push for agentic AI infrastructure with new Neoverse chip design
Arm is stepping up its role in AI infrastructure as cloud providers, original equipment makers, and software partners build systems for agentic AI, a shift that could affect data centers...
Wednesday 9 September 2026
Apple may delay iPhone 18 base model to 1Q27
Apple's fall product event will begin at 1 a.m. Taiwan time on September 10, with the company set to unveil the iPhone 18 Pro series and its first foldable phone, tentatively called...
Wednesday 9 September 2026
Qualcomm to build custom AI inference chips for AWS
Qualcomm's multi-generation agreement to build customized AI inference silicon and optical interconnects for Amazon gives the company something its data center roadmap has lacked since...
Wednesday 9 September 2026
CSPs expand Malaysia AI server hubs as Southeast Asia grows
According to the latest DIGITIMES Intelligence report, US-based cloud service providers (CSPs) are expanding their footprint in Malaysia, with Microsoft and Google driving the next...
Wednesday 9 September 2026
Taiwan Mobile moves into enterprise AI integration with Systex
Taiwan Mobile kicked off its fourth annual Tech Day, "D.E.E.P. Tech Day 2026," on September 8. This year's event centered on Agentic AI, exploring enterprise strategy, platform technologies,...