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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 12 October 2026
Audi's defense pivot mirrors Taiwan supply chain's AI shift
German automaker Audi has launched a flexible workforce program allowing employees to voluntarily transfer to aerospace and defense companies such as Airbus, with Audi reporting strong...
Monday 12 October 2026
Apple's iPhone 18 order cuts expose widening divide in premium demand

Apple's iPhone 18 Pro lineup is showing mixed demand signals weeks after launch. Reports of component order cuts suggest weaker-than-expected sales,...

Monday 12 October 2026
AI racks approach megawatt power levels as SiC, GaN, silicon divide power delivery roles
The rapid expansion of AI infrastructure is driving demand for higher power and voltage levels, pushing power semiconductor development toward greater efficiency, higher power density,...
Monday 12 October 2026
Taiwan manufacturers to showcase AI data center hardware at OCP summit in San Jose
The Open Compute Project (OCP) Global Summit 2026 will be held in San Jose, the US, from October 12 to 15, drawing several Taiwan-based manufacturers planning to present hardware for...
Monday 12 October 2026
Commentary: Could a 65% US-content rule redraw China's 3.2T optical supply chain?
AI data centers are shifting toward faster networking architectures, with optical transceivers advancing from 800G and 1.6T toward 3.2T. Yet China's ability to retain its position...
Monday 12 October 2026
CyberTAN enters 1.6T AI switch race with Marvell-backed platform
CyberTAN Technology is moving into the fast-growing AI data center switch market, joining Marvell Technology on a new 3nm Pallas 1.6T platform. The effort underscores rising global...
Monday 12 October 2026
MediaTek flagship AP share to surpass Samsung as TSMC boosts Dimensity
As the global smartphone system-on-chip (SoC) market contracts, competition in the high-end application processor (AP) segment is intensifying. MediaTek is accelerating its push into...
Monday 12 October 2026
Asian AI server suppliers play down impact of US patent probe
The US International Trade Commission's (USITC) decision on October 9 to investigate 20 suppliers of AI server power systems, most of them Taiwanese or Chinese companies and their...
Monday 12 October 2026
DIGITIMES Insight: Why AI is shifting telecom traffic to the uplink
AI is changing the logic of telecom traffic growth, with Ericsson and industry researchers warning that mobile networks must now handle not only more data, but also more uplink traffic,...
Sunday 11 October 2026
Vicor widens AI server power patent fight, seeking new US import ban on Foxconn, Quanta and Delta
Vicor Corporation is trying for the second time this year to get AI server power hardware from Taiwan's largest server makers barred from the US. It has won such a ban before.
Sunday 11 October 2026
IPC makers expand US production as supply chains, tariffs shift
Industrial PC (IPC) makers are adding US manufacturing as supply chains regionalize, tariff policy tightens, and government buyers press for local sourcing. For global readers, the...
Sunday 11 October 2026
Novatek quarterly revenue tops NT$30B as smartphone demand, edge AI chips lift results
Novatek reported stronger September and third-quarter 2026 revenue, suggesting seasonal smartphone demand and growth in edge AI chips are supporting the global display and chip supply...
Sunday 11 October 2026
Amtran September revenue hits nearly 7-year high on non-TV, OLED monitor shipments
Amtran reported September 2026 revenue of NT$3.45 billion (US$107.87 million), up 26.4% month-over-month and 32.5% year-over-year, as higher-end display shipments and stable OLED monitor...
Sunday 11 October 2026
Sysgration bets on battery backup, drones to hit US$314 million in sales by 2028
Sysgration posted record monthly consolidated revenue in September 2026 for the third consecutive month, pushing third-quarter revenue above NT$1 billion (approx. US$31.4 million)...
Sunday 11 October 2026
Mobile and notebook slowdown boosts wearable sports tech demand
Growth in the smartphone and notebook markets is slowing in 2026 as memory price hikes and other factors weigh on shipments. The market even expects that smartphone shipments in 2026...