Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 15 May 2026

Fiber shortage deepens as orders for Chinese vendors extend to 2027

The global optical fiber market is shifting from a traditional telecom cycle into a new phase of structural shortage, driven by rapid AI infrastructure expansion and dense cloud data...

Friday 15 May 2026

AI servers squeeze ODM margins as consignment gains traction

As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also coming under pressure on their gross margins. To defend profitability, manufacturers...

Friday 15 May 2026

Memory maker Biwin reapplies for listing on Hong Kong Stock Exchange

Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock Exchange again, with Huatai Financial Holdings acting as the sole sponsor. The Chinese...

Friday 15 May 2026

AAEON sees rising orders as AI focus drives 2026 growth plan

AAEON Technology reported sustained demand growth and a rising book-to-bill ratio, signaling stronger momentum into the second quarter and second half of 2026. The industrial PC maker...

Friday 15 May 2026

Nvidia Vera Rubin issues reportedly cleared, supply chain eyes 3Q26 ramp

Market fears over Nvidia's next-generation Vera Rubin platform have eased after supply-chain sources said design issues tied to a cooling architecture change have largely been resolved...

Friday 15 May 2026

Auras says Nvidia Vera Rubin gold-plating change won't hit operations as revenue, profit jump

Auras Technology reported record first-quarter results and said it expects revenue and profit to grow quarter by quarter in 2026, dismissing market talk that a design tweak on Nvidia's...

Friday 15 May 2026

US clears Nvidia’s H200 for China, but Beijing can still say no

The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may...

Friday 15 May 2026

OpenAI and Apple partnership frays as legal threat looms

Tensions are escalating between OpenAI and Apple, threatening what was once seen as one of the most important alliances in the generative...

Friday 15 May 2026

Quanta hits record revenue but margin pays the price for AI server ramp

Quanta posted record revenue and earnings per share for the first quarter of 2026, but gross margin collapsed as the company absorbed costs tied to a rapid shift into high-priced GPU-based...

Friday 15 May 2026

Foxconn's operating profit jumps 63% as AI server scale offsets seasonal dip

Hon Hai Precision Industry (Foxconn) reported first-quarter 2026 consolidated revenue of NT$2.11 trillion (approximately US$66.95 billion), up 29.68% year over year but down 19% from...

Friday 15 May 2026

Foxconn says AI server mix and consignment model will drive annual shipments to more than double

Foxconn (Hon Hai) held an online investor briefing on May 14, where executives outlined that cloud and networking products accounted for nearly 50% of group revenue in the first quarter...

Friday 15 May 2026

Ubiqconn Technology reports improved gross margin in the first quarter as product mix shifts

Ubiqconn Technology reported consolidated revenue of NT$130 million in April 2026, down 25% month-over-month and down 20% year-over-year, and cumulative revenue for the first four...

Friday 15 May 2026

Chunghwa Telecom expands satellite ambitions across multiple orbits

The global satellite industry is entering what many executives and analysts describe as a historic turning point, as telecommunications operators increasingly integrate satellite connectivity...

Friday 15 May 2026

AI server tracker: Optical module suppliers show mixed momentum as AI networking demand reshapes market

Taiwan's optical module supply chain delivered mixed April 2026 results, reflecting uneven demand patterns across AI infrastructure and...

Friday 15 May 2026

Interview: The 6G clock is ticking — and Ericsson wants Taiwan in its corner

The global mobile standards race has moved into the 6G prelude, with Ericsson saying the first fully implementable 6G specification is expected as early as March 2029. In an exclusive...

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