Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 9 July 2026

Partner Tech posts 7.45% first-half revenue gain on higher-value product shift

Shuttle Inc reported consolidated revenue of NT$165 million (US$5.14 million) in June 2026, up 23.12% from a year earlier, and NT$481 million for the second quarter. For the first...

Thursday 9 July 2026

Honor expands Taiwan smartphone push with flagship and midrange launches

Honor recently launched the Honor 600 series in Taiwan, positioning it around AI imaging creation, a 200-megapixel main camera and a 7,000mAh battery. The company has also introduced...

Thursday 9 July 2026

BTL Group completes first HVDC power rack test as AI bookings extend to year-end

BTL Group said it completed testing certification in early July 2026 for a VR200 server power rack using HVDC 800V/1MW specifications, and will next move into rack-level testing for...

Thursday 9 July 2026

AWS to host 2026 summit in Taipei with OpenAI and Anthropic

Amazon Web Services announced on July 8 that it will hold the 2026 AWS Summit Taipei on July 15-16, bringing together AI partners, product demos, and enterprise sessions focused on...

Thursday 9 July 2026

Wistron backs Taiwan open source AI model and boosts compute for startups

Wistron said it would support Taiwan's first open source language model over a three-year budget and provide more AI compute capacity in 2026 for startups and academic users. The effort...

Thursday 9 July 2026

Chenbro posts record June revenue as server and AI demand accelerate

Server chassis maker Chenbro Micom reported record June and second-quarter revenue, underscoring how AI-related infrastructure spending is reshaping demand for server hardware worldwide...

Thursday 9 July 2026

Analysis: AI data centers face mounting power hurdles as Taiwan grid strain deepens

Taiwan's AI data center push is exposing a wider global problem: artificial intelligence needs vast, reliable power, but grids, permits,...

Thursday 9 July 2026

China 618 smartphone sales fall 13% as Huawei takes lead

China's smartphone sales fell 13% year over year during the 2026 618 e-commerce shopping festival, as higher memory costs and less aggressive promotions weighed on demand, according...

Thursday 9 July 2026

Foxconn's Young Liu says sovereign AI is turning data center supply chains local

Foxconn chairman Young Liu said sovereign AI is expanding beyond data residency to AI data centers and their supply chains, forcing a structural shift in global manufacturing.

Thursday 9 July 2026

Interview: UK courts Taiwan suppliers for AI hardware buildout

The UK is pitching itself as a new base and technology partner for Taiwanese electronics suppliers as AI demand shifts from models to...

Thursday 9 July 2026

Generative AI drives enterprise content automation as Taiwan localization gains momentum

Thursday 9 July 2026

PLAUD rides AI hardware-subscription model to US$100 million ARR

Rapid advances in generative AI and AI agents are moving AI beyond software tools into everyday workflows, particularly in voice, meeting, and conversational applications, giving rise...

Thursday 9 July 2026

Compal's Rayonnant expands liquid cooling lineup for AI servers

Compal Electronics subsidiary Rayonnant Technology has launched a full line of coolant distribution unit (CDU) products for AI servers, covering liquid-to-air sidecar, in-rack, and...

Wednesday 8 July 2026

HVDC power to ramp up in 2H26, as Delta eyes momentum in AI power systems

US cloud service providers (CSPs) are continuing to expand AI-related capex, which has in turn driven up data center server rack specifications and power architectures. As a result...

Wednesday 8 July 2026

France-Taiwan tech ties move from talks to factory floor

France's push into Taiwan's tech ecosystem has entered a new phase. After three years of cultural outreach and research exchanges,...

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