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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 8 July 2026
Microloops revenue hits record on cloud server cooling demand
Taiwan Microloops Corp. said July 6 that June revenue reached a record NT$503 million, up 52.41% from May and 29.30% from a year earlier, driven by stronger demand for AI server cooling...
Wednesday 8 July 2026
Sharp taps Foxconn for US$1.9 billion new-business push

Sharp is aiming for annual sales of JPY200 billion to JPY300 billion, roughly US$1.2 billion to US$1.9 billion, from a new group of...

Wednesday 8 July 2026
Genius Electronic Optical June sales rise as mobile phone price impact appears limited
Genius Electronic Optical (GSEO) reported consolidated revenue of NT$1.739 billion (approx. US$54.3 million) for June, up 6.77% from NT$1.629 billion in May.
Wednesday 8 July 2026
Foxconn chair: Two of four AI customer groups yet to reach full-scale demand

Speaking at the Taiwan Venture Capital and Private Equity Annual Conference on July 7, Foxconn Chairman Young Liu said demand for AI...

Wednesday 8 July 2026
Wistron sees AI demand holding up as sovereign AI gains traction
Skepticism about the durability of AI demand continues to surface, but the supply chain remains confident in the sector's outlook. Wistron chairman Simon Lin said on July 7 that internal...
Tuesday 7 July 2026
Exec pleads no guilty in Singapore over alleged smuggling of Nvidia chips to China

Alan Wei Zhaolun, an executive at Aperia Group, pleaded not guilty in a fraud case alleging that he and three others illegally misrepresented...

Tuesday 7 July 2026
AI servers and MacBook demand push Quanta revenue to new record

Strong AI demand lifted Quanta's revenue to a record high in June 2026 and pushed second-quarter sales to a new peak, with servers...

Tuesday 7 July 2026
US grid strain from AI power demand extends order boom for Taiwan equipment makers

A US emergency order to stabilize electricity supplies during an extreme heat wave has underscored a deepening structural imbalance...

Tuesday 7 July 2026
Sharp partners with SES on MEO satellites, expanding Foxconn's NTN ambitions

Sharp has signed a memorandum of understanding (MOU) with global satellite operator SES and expanded the agreement into a joint development...

Tuesday 7 July 2026
AI server demand tightens power device supply as lead times stretch to 270 days

AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer...

Tuesday 7 July 2026
Rumored Kyber delay seen to have limited impact on Nvidia's long-term rack upgrade; Nvidia denies rumor
A reported delay in Nvidia's Kyber rack production is stirring market debate, but Taiwan-based supply chain sources say the issue is unlikely to alter Nvidia's chip roadmap, market...
Tuesday 7 July 2026
Taiwam showcases quantum computing breakthrough at biennial academician gathering, govt urges interdisciplinary collab

Academia Sinica, Taiwan's premier national academic research institution, convened its 36th Convocation of Academicians from July 6...

Tuesday 7 July 2026
Huawei's Mate 90 to debut Kirin 2026 processor built on Tau Law

Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according...

Tuesday 7 July 2026
AI's bottleneck has shifted from chips to infrastructure — China plans it centrally, US fights it out locally

The cancellation of Blackstone-owned QTS' planned Digital Gateway data center project in Virginia underscores a new challenge for the...

Tuesday 7 July 2026
Samsung's Q2 operating profit rockets 1,810% YoY, overtakes NVIDIA as tech's most profitable company for the quarter
Samsung Electronics' preliminary second-quarter results show operating profit of KRW89.4 trillion (about US$58.4 billion) — a record high that not only dwarfs the company's own...