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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 5 January 2026
AI data centers pivot to HVDC as power management rivals memory in infrastructure priority

Nvidia's push for an HVDC 800V power design has opened a new growth window for the power management supply chain heading into 2026. IC...

Monday 5 January 2026
iPhone 17 sales surge lifts Apple past 20% share in China

Apple's iPhone 17 series has driven a notable recovery in China, pushing the company's market share back above 20% and lifting monthly...

Monday 5 January 2026
Weekly news roundup: TSMC widens 2 nm edge as South Korea boosts chip spending; Huawei eyes memory bottlenecks
These are the most-read DIGITIMES Asia stories in the week of Dec 29 - Jan 4.
Monday 5 January 2026
SK Telecom unveils South Korea's first 500-billion-parameter AI model A.X K1
South Korea's leading telecom operator SK Telecom (SKT) has introduced A.X K1, a 500-billion-parameter AI model developed under a national AI initiative to establish a foundational...
Monday 5 January 2026
Asus pulls back from smartphone market after two decades of losses
Asus announced on January 2, 2026, that it will not release any new smartphones this year, effectively suspending a mobile business the Taiwanese hardware giant has sustained for...
Monday 5 January 2026
Foxconn opens year with dual push into automotive electronics and AI computing at CES 2026

Against a backdrop of cyclical adjustment and structural transformation in the global electronics industry, Foxconn Technology Group...

Monday 5 January 2026
Taiwan fortifies silicon shield with 2026 push to set global chip agenda
As AI server and semiconductor companies look set to close out a profitable 2025, recent Chinese military encirclement exercises and live-fire drills around Taiwan have once again...
Saturday 3 January 2026
Asus halts 2026 smartphone plans, eyes entry into drone and AI glass markets
Asustek Computer has confirmed it will not launch any new smartphones in 2026, effectively scaling back its mobile device business. At the same time, the company emphasized that after-sales...
Saturday 3 January 2026
Commentary: When the grid can't keep up with the algorithm
Artificial intelligence continues to be the central force behind the upcoming productivity revolution. Yet in the US, foundational energy constraints threaten to stall progress. The...
Friday 2 January 2026
Asus to pause new smartphone launches in 2026, maintain mobile operations
Smartphone distributors in Taiwan have recently said they are no longer able to obtain Asus handsets through local agents and claimed they had received information indicating that...
Friday 2 January 2026
Taiwan networking firms expect 2026 growth as AI drives switch upgrades and Wi‑Fi 7 adoption
Taiwanese networking companies are broadly optimistic about returning to growth in 2026 as an AI-driven expansion moves beyond chips and servers into network transmission layers,...
Friday 2 January 2026
Twoway chair indicted in Taiwan for alleged attempted breach of trust
Twoway Group announced on December 31, 2025, that its chairperson, Bi-shuang Chen, along with other business personnel, has been indicted by the Taoyuan District Prosecutors' Office...
Friday 2 January 2026
Budget impasse halts Taiwan's first quantum-classical hybrid platform, undermining computing sovereignty
Taiwan's push to build strategic AI, robotics, and quantum computing infrastructure is facing delays after the National Science and Technology Council's (NSTC) NT$10.85 billion (approx...
Friday 2 January 2026
Power supply chain weighs price hikes, long-term contracts as copper price increases
In the midst of the global energy transition, expanding AI infrastructure, and rising electricity demand, international copper prices have recently remained at high levels, bringing...
Friday 2 January 2026
Smartphones and notebook prices could increase as memory lead times extend
Demand for high-bandwidth memory (HBM) is crowding out production capacity for consumer memory. Despite capacity expansions by major memory makers, including Micron, Samsung, and...