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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 6 January 2026
Supermicro expands manufacturing, liquid-cooling capacity for Nvidia Vera Rubin AI platforms
Supermicro announced expansions in manufacturing and liquid-cooling capabilities to support the deployment of data center-scale systems optimized for the Nvidia Vera Rubin and Rubin...
Tuesday 6 January 2026
Samsung leverages Gemini models as global AI device race heats up
The global artificial intelligence (AI) competition is rapidly moving beyond large language model (LLM) development, as leading technology companies race to embed AI into hardware,...
Tuesday 6 January 2026
Why China smartphone brands are turning to ByteDance's Doubao to break Apple-Huawei's hold on premium phones
Several Chinese smartphone brands are moving closer to Doubao, ByteDance's LLM platform, accelerating partnerships tied to AI smartphones. The shift reflects mounting pressure from...
Tuesday 6 January 2026
AI server cooling demand lifts Taiwan Microloops, liquid cooling revenue share to reach 20%
Thermal module maker Taiwan Microloops Corp. reported consolidated revenue of NT$317 million (US$10.2 million) in December 2025, up 56.04% year-over-year, sustaining double-digit...
Tuesday 6 January 2026
Foxconn's 2025 revenue tops NT$8 trillion as AI, cloud drive growth
Hon Hai Precision Industry (Foxconn), the world's largest contract electronics manufacturer, saw its operating performance in 2025 exceed expectations, fueled by strong demand for...
Tuesday 6 January 2026
Taiwan leverages AI export surge to boost tourism, domestic demand
At the start of 2026, Taiwan's electronic components and AI server industries continue to post strong export momentum, driven by surging demand for artificial intelligence (AI), high-performance...
Tuesday 6 January 2026
Qualcomm, Google bet big on RISC-V for AI dominance
As AI drives demand for advanced computing infrastructure, chip architectures are at a crossroads. While proprietary instruction set architectures (ISAs) like x86 and Arm dominate...
Monday 5 January 2026
Taiwanese network equipment suppliers ramp up investments as shift to 800G and 1.6T standards proceeds
Driven by surging demand for AI and cloud data centers, the network equipment industry is rapidly advancing from 400G to 800G and beyond to 1.6T specifications. This technological...
Monday 5 January 2026
Ericsson highlights Taiwan's CPE and RF edge ahead of 6G rollout
The global mobile communication standard is rapidly advancing toward 6G. Facing the next-generation technology race, Ericsson Taiwan president David Chou noted that Taiwanese manufacturers...
Monday 5 January 2026
AI data centers pivot to HVDC as power management rivals memory in infrastructure priority

Nvidia's push for an HVDC 800V power design has opened a new growth window for the power management supply chain heading into 2026. IC...

Monday 5 January 2026
iPhone 17 sales surge lifts Apple past 20% share in China

Apple's iPhone 17 series has driven a notable recovery in China, pushing the company's market share back above 20% and lifting monthly...

Monday 5 January 2026
Weekly news roundup: TSMC widens 2 nm edge as South Korea boosts chip spending; Huawei eyes memory bottlenecks
These are the most-read DIGITIMES Asia stories in the week of Dec 29 - Jan 4.
Monday 5 January 2026
SK Telecom unveils South Korea's first 500-billion-parameter AI model A.X K1
South Korea's leading telecom operator SK Telecom (SKT) has introduced A.X K1, a 500-billion-parameter AI model developed under a national AI initiative to establish a foundational...
Monday 5 January 2026
Asus pulls back from smartphone market after two decades of losses
Asus announced on January 2, 2026, that it will not release any new smartphones this year, effectively suspending a mobile business the Taiwanese hardware giant has sustained for...
Monday 5 January 2026
Foxconn opens year with dual push into automotive electronics and AI computing at CES 2026

Against a backdrop of cyclical adjustment and structural transformation in the global electronics industry, Foxconn Technology Group...