Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Saturday 9 May 2026

Wistron profit triples on server surge, AI demand seen robust

Wistron reported a sharp first-quarter rebound, with consolidated revenue of NT$846.3 billion and net profit of NT$9.631 billion, driven by a surge in server shipments that accounted...

Saturday 9 May 2026

EU’s new cyber rules are forcing a shift from AI hype to human-led defense

At CYBERSEC 2026 in Taiwan, cybersecurity vendors are moving beyond single-product performance and focusing instead on operational resilience — helping enterprises maintain business...

Saturday 9 May 2026

Global semiconductor market faces shortages as AI demand strains supply chains

Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial...

Saturday 9 May 2026

Wiwynn shifts memory purchases as component costs pressure ODM margins

Rising prices for key components, including memory and processors, are increasing working-capital pressure on server original design manufacturers (ODMs) while also weighing on gross...

Friday 8 May 2026

US president considers inviting Nvidia and other CEOs to China trade talks

CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump's visit to China next week. Along with the...

Friday 8 May 2026

Nvidia, Corning lock in US AI optics expansion with new fiber plants

Nvidia and Corning are expanding their partnership in a move that underscores how the artificial intelligence infrastructure race is rapidly shifting beyond GPUs and into optical connectivity,...

Friday 8 May 2026

Inside Nvidia's high-stakes bet on next-generation AI cooling

One of the most closely watched developments in the AI server industry in recent weeks has been reported changes to the cooling architecture...

Friday 8 May 2026

Coherent order backlog reaches 2030: 1.6T optics and 6-inch InP capacity accelerate

Driven by surging AI computing demand and the industry-wide shift toward higher-bandwidth, lower-power network infrastructure, optical communications company Coherent Corp. says customer...

Friday 8 May 2026

Compal partners with Verda to supply liquid-cooled GPU servers for sovereign AI deployments

Compal formed a strategic partnership with European AI cloud provider Verda to accelerate deployment of next-generation AI infrastructure across Europe and the Asia-Pacific region,...

Friday 8 May 2026

Accton's blowout quarter signals hyperscalers are still spending hard on AI infrastructure

Accton Technology reported consolidated results for the first quarter of 2026 after a board meeting on the 7th, disclosing that revenue rose to NT$70.121 billion, up 64.02% year on...

Friday 8 May 2026

Shenmao rides the AI infrastructure boom to record revenue growth

Taiwanese solder materials manufacturer Shenmao Technology said surging demand from the artificial-intelligence server supply chain, coupled with expanding shipments to Southeast Asia...

Friday 8 May 2026

Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs

AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across...

Friday 8 May 2026

Anpec plans midyear 15% price hike to protect PMIC margins

Taiwan power management IC (PMIC) maker Anpec Electronics recently said its 2026 growth momentum will mainly rely on demand in non-PC applications to offset declines in PC-related...

Friday 8 May 2026

AI-driven capital spending by hyperscalers reshapes global EMS competition and supply chain strategy

Hyperscaler AI capital spending is rapidly reshaping global EMS and ODM strategies, driving firms like Luxshare to pivot from smartphones toward AI infrastructure opportunities, while...

Friday 8 May 2026

Chenbro Micom sees strong second-half 2026 server demand as AI build-out continues

Chenbro Micom said demand driven by AI deployments remained clear for the second quarter and the second half of 2026 as the company accelerated localization of manufacturing and operations...

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