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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 18 December 2025
Rising memory and wafer costs to weigh on 2026 smartphone shipments, Counterpoint Research says
The smartphone market is expected to contract in 2026 as rising costs for memory and advanced process wafers drive manufacturers to reconsider pricing and specifications, according...
Thursday 18 December 2025
Acer's Highpoint Service Network lists in Taiwan, taps second growth engine
Highpoint Service Network (HSN), a multi-brand after-sales service integrator under the Acer Group, officially began trading on Taiwan's over-the-counter (OTC) market on December...
Thursday 18 December 2025
Apple's 20th-anniversary iPhone sets off quiet display race in Korea

Apple is widely expected to mark the 20th anniversary of the iPhone in 2027 with a redesigned model, and South Korea's two dominant display...

Thursday 18 December 2025
Manufacturing giant Jabil signals confidence with higher targets for 2026
Jabil Inc., the global manufacturing linchpin that assembles everything from medical devices to data center racks, reported on Wednesday a surge in quarterly profit and revenue that...
Thursday 18 December 2025
Samsung investigates Taiwan sales amid memory shortage, with China and Singapore ties

The global memory market is being gripped by its most severe shortage and price surge in years, one driven by structural shifts rather...

Thursday 18 December 2025
Taiwan's AI software push needs substance, not stopgaps
Taiwan Premier Cho Jung-tai recently announced the government plans to invest NT$31.1 billion (US$992.95 million) in 2026 for 10 major AI infrastructure initiatives, including a government-subsidized...
Thursday 18 December 2025
Beyond human hackers: 2026 marks the era of autonomous AI warfare
As 2025 draws to a close, leading cybersecurity firms are publishing their forecasts for 2026 trends, and their conclusions are strikingly aligned. Analyses from Check Point, Fortinet,...
Wednesday 17 December 2025
Musk accelerates SpaceX IPO to build Starlink-based space data centers
Elon Musk's SpaceX has confirmed plans to launch its initial public offering (IPO) in 2026. Abhi Tripathi, a longtime SpaceX veteran and current mission operations director at the...
Wednesday 17 December 2025
Samsung tri-fold phone sees strong sales despite high repair costs
Samsung Electronics' newly launched tri-fold smartphone, the Galaxy Z Tri Fold, has generated robust initial demand despite concerns over its steep repair fees. The device sold out...
Wednesday 17 December 2025
Viking Tech's alloy resistors win major OBC order, extended material lead times push volume shipments to 2Q26
Automotive-grade thin-film resistor maker Viking Tech held an in-person investor conference, where VP Shun-he Li reported that demand for ultra-low-resistance alloy resistors continues...
Wednesday 17 December 2025
SpaceX reignites space business opportunities, MediaTek leads satellite sector
Space-related business opportunities have returned to the spotlight, and SpaceX is expected to go public in bringing data centers to space. Within Taiwanese IC design companies, MediaTek...
Tuesday 16 December 2025
Luxshare steps up diversification drive as Apple reliance shows signs of easing
Luxshare Precision Industry is accelerating efforts to diversify its business mix as it seeks to reduce its heavy reliance on Apple-linked consumer electronics, even as that segment...
Tuesday 16 December 2025
Kentec launches 2.5MW liquid-cooling CDU, teams up with Infinitix to expand Taiwan-Japan AI data center alliance
As generative artificial intelligence (GenAI) and large model training rapidly increase computing power density, artificial intelligence (AI) data centers are entering a new phase...
Tuesday 16 December 2025
Taiwan's AI exports surge on US demand, Europe emerges as key future market
Taiwan has experienced a substantial rise in exports of AI and high-performance computing products, driven mainly by heightened demand from the US. Between January and November 2025,...
Tuesday 16 December 2025
Apple braces for DRAM cost surge as Korean suppliers reprice contracts
Apple is facing renewed cost pressure as its long-term DRAM supply contracts with South Korean memory makers approach expiry in January 2026, heightening concerns that higher component...