Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 30 January 2026

Apple dominates 2025 smartphone rankings, with iPhone 16 as the world's best-seller

According to a recent report from Counterpoint Research, the Apple iPhone 16 finished 2025 as the world's best-selling smartphone,...

Friday 30 January 2026

MediaTek and Arm-backed Arbor drives layered growth with AI strategy

As generative AI gradually extends from the cloud to enterprise and edge environments, industry competition is shifting from a single high-performance computing platform toward multi-layered...

Friday 30 January 2026

Aspeed profits rise for second year on server upgrade demand

As artificial intelligence (AI) applications expand, the rising scale and density of server computing have placed a premium on system...

Friday 30 January 2026

Altos taps Acer's regional footprint to ride enterprise AI boom, eyes double-digit growth in 2026

Altos Computing, Acer's AI server solutions subsidiary, is optimistic about its 2026 outlook as enterprise AI adoption gains momentum across Asia-Pacific. With a growing project pipeline...

Friday 30 January 2026

South Korea NAND flash gains strategic role in next-gen AI infrastructure

With artificial intelligence (AI) technology advancing at a breakneck pace—particularly as applications move from the training phase...

Friday 30 January 2026

Taiwan pledges equal incentives for US investors under new MOU, with no cap on subsidies

Taiwan is stepping up efforts to anchor global investment at home, offering equal incentives to US and foreign firms even as cross-border commitments under the Taiwan–US Investment...

Friday 30 January 2026

Apple posts historic US$143.8 billion quarter as China revenue climbs 38%

Apple has reported record financial results for its fiscal 2026 first quarter, ending December 27, 2025. The company achieved all-time highs in...

Friday 30 January 2026

Taiwan's smartphone shipments exceeded 5 million in 2025, iPhone 17 drives market dynamics

Taiwan's monthly smartphone shipments surpassed 500,000 units in October and November 2025, largely driven by strong sales of Apple's iPhone 17 series. However, shipments declined...

Friday 30 January 2026

Huawei scales cloud ecosystem in Asia-Pacific; Volcengine surges in AI cloud

Huawei is expanding its public cloud business across overseas markets, refining its partner strategy, and advancing its "platform plus ecosystem" model in Asia-Pacific. The company...

Friday 30 January 2026

MediaTek, Alchip, Marvell clash for ASIC runner-up spot

The competition among cloud service providers (CSPs) and AI companies for application-specific integrated circuits (ASICs) has entered a new phase with Microsoft officially launching...

Friday 30 January 2026

Record Taipower profit masks rising pressure from AI data centers on Taiwan's power system

Taiwan Power Company (Taipower) announced a net profit of NT$72.9 billion (approx. US$2.32 billion) for 2025, setting a new single-year earnings record and surpassing its previous...

Thursday 29 January 2026

Taiwan, US expand AI, drone cooperation under Pax Silica framework

Taiwan's Minister of Economic Affairs, Ming-hsin Kung, joined senior US State Department officials on January 27, 2026, in the US to conclude the sixth US-Taiwan Economic Prosperity...

Thursday 29 January 2026

Foxconn Industrial Internet drives growth in high-end computing market through cloud and AI server focus

Foxconn's subsidiary, Foxconn Industrial Internet (FII), is accelerating its operational shift toward the high-performance computing market, driven by dual engines of cloud and AI...

Thursday 29 January 2026

Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead

As artificial intelligence (AI) development accelerates, power consumption across computing platforms is climbing sharply. Competition...

Thursday 29 January 2026

Celestica posts sharp revenue gains as cloud and AI spending rise

Celestica, a global supplier of data center infrastructure and advanced technology manufacturing, reported sharply higher revenue and...

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