Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 13 August 2026

Taiwan's packaging and integration ecosystem positions it as the backbone of CPO scaling, Ayar Labs says

The technical feasibility of co-packaged optics (CPO) has been demonstrated repeatedly at major industry conferences in recent years...

Thursday 13 August 2026

Qisda eyes AI infrastructure as fastest-growing business opportunity

Qisda Chairman Peter Chen said infrastructure is the foundation that must first be built as AI compute demand surges. He said Qisda...

Thursday 13 August 2026

Pegatron stocks AI server parts early as shortages spread through supply chain

Pegatron Corp. said in its second-quarter 2026 results that its server business posted strong gains and that it had already begun preparing for demand in the second half of 2026 while...

Thursday 13 August 2026

Pegatron profit surges on AI server shipments and stronger product mix

Pegatron reported its second-quarter 2026 results on the 12th, saying net profit attributable to the parent company rose more than 14-fold year-on-year as shipments of information...

Thursday 13 August 2026

LandMark Optoelectronics posts surge in profit on silicon photonics demand

LandMark Optoelectronics Corp. reported a sharp jump in revenue, margins, and profit in the second quarter of 2026, driven by strong demand for silicon photonics products and higher...

Thursday 13 August 2026

Asus raises server outlook as AI demand lifts record second quarter results

Asus reported record second-quarter 2026 results driven by servers and PCs, while management pointed to strong demand for AI computing and cloud infrastructure. The Taiwan-based PC...

Thursday 13 August 2026

Asus projects up to 150% server growth as AI demand lifts results

Asustek Computer said growth in its AI server and PC businesses pushed revenue, operating profit, and net profit to record highs in the second quarter of 2026. The Taiwan-based hardware...

Thursday 13 August 2026

Foxconn sees AI rack shipments grow multiple-fold in 2026 after 2Q operating profit rises 68%

Foxconn's AI server business powered stronger-than-expected second-quarter 2026 revenue and profit, with growth in its cloud network products segment helping operating profit rise...

Thursday 13 August 2026

Foxconn broadens beyond AI servers with EVs, robotics and Japan chip fab above 90% utilisation

Foxconn used its second-quarter 2026 earnings conference on August 12 to detail progress beyond its fast-growing AI server business, spanning cloud and data centre solutions, electric...

Thursday 13 August 2026

Pegatron sees 2026 server growth beat expectations

Pegatron said its server business had posted significant growth in shipments and revenue so far this year, giving it strong confidence that it will meet—and likely exceed—its...

Thursday 13 August 2026

Tencent starts paying for AI in cash, core business is covering the bill

Tencent Holdings used its second quarter to show what an AI build-out costs a company that can afford one. Capex reached CNY52.8 billion (US$7.81 billion), up 176% from a year earlier,...

Thursday 13 August 2026

Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business

Cisco Systems closed fiscal 2026 with results that would normally have looked decisively positive. Revenue rose 18% to US$17.3 billion, networking orders posted double-digit growth...

Thursday 13 August 2026

Tencent steps up AI infrastructure spending as compute costs cut into near-term profit

Tencent Holdings reported second-quarter 2026 revenue of CNY204.8 billion (US$30.30 billion), up 11% year-on-year, as it sharply increased artificial intelligence (AI) infrastructure...

Thursday 13 August 2026

Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year

Cisco Systems closed fiscal 2026 with record results and told investors that the AI-driven "networking supercycle" it has described is still in its early stages. The company backed...

Thursday 13 August 2026

OCP APAC 2026: Ayar Labs CEO says copper is holding back open compute, sees optical interconnects as way forward

Speaking at the OCP APAC Summit 2026, Ayar Labs CEO Mark Wade argued that copper interconnects have become one of the biggest obstacles to realizing the vision of open computing.

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