Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 7 July 2026

BBU demand lifts Taiwanese battery module makers as AI server adoption expands

Battery backup (BBU) module demand from AI servers continued to rise in June, supporting revenue growth at Taiwanese suppliers AES-KY, Simplo Technology and STL. These companies have...

Tuesday 7 July 2026

SK data center bet sets sights on intelligence exports

South Korea is moving to position itself as an exporter of "intelligence" rather than just the chips and equipment that go into building...

Tuesday 7 July 2026

6G base stations to become AI computing nodes, boosting advanced packaging demand

While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.

Tuesday 7 July 2026

AI and robots force an auto industry reckoning: gradual gains, or all-out disruption

AI and robotics are moving from pilot projects to factory floors worldwide, but adoption remains uneven. Humanoid robots draw the headlines,...

Monday 6 July 2026

Taiwan drone makers gain as Europe focuses on trust and supply chain resilience

Global drone demand continues to heat up, and Taiwanese manufacturers are aggressively expanding overseas. Industry players say the market's most urgent focus has shifted from price...

Monday 6 July 2026

Foxconn posts NT$821.8 billion June revenue as AI momentum stays strong

Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance...

Monday 6 July 2026

Apple price hikes spur brisk used-device trading

Apple's recent price increases for Mac and iPad products are rapidly spilling into the used-device market, as consumers turn to refurbished...

Monday 6 July 2026

South Korea lines up US$204 billion Yeongnam manufacturing push

South Korean conglomerates will invest a combined KRW312 trillion (approx. US$203.6 billion) in the Yeongnam region, as the government...

Monday 6 July 2026

Exclusive: AWS's ASIC shipment hike drives demand upside for Taiwan suppliers

Amazon Web Services has told its server supply chain partners to raise shipment volumes for the third quarter of 2026, according to...

Monday 6 July 2026

Apple's foldable phone could lift foldable market momentum

Apple's first foldable phone is expected to sharpen competition with Samsung Electronics and Huawei, boost global shipments, and lift average selling prices. The device has yet to...

Monday 6 July 2026

Foldable phone market braces for second-half launch wave

The foldable phone market is set for a busy second half as Samsung, Huawei, Apple, and Chinese rivals line up new models. Wider launches, higher prices, and fresh designs could lift...

Monday 6 July 2026

Meta's AI cloud idea underscores a search for returns, not an AI retreat

Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization...

Monday 6 July 2026

Analysis: AI supercycle could drive semiconductor market beyond US$2 trillion by 2030

The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by...

Sunday 5 July 2026

Component inflation weighs on manufacturing momentum as Taiwan PMI growth moderates

Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have...

Sunday 5 July 2026

AI, HPC test interface demand drives CHPT June revenue to new monthly high

Test interface supplier Chunghwa Precision Test Tech. Co., Ltd. (CHPT) reported its June 2026 revenue, marking its sixth consecutive...

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