Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 18 September 2026

Winbond cements server NOR lead with Infineon deal

Winbond Electronics is expanding its NOR Flash footprint and has agreed to pay US$1.12 billion in cash to acquire Infineon's NOR Flash and F-RAM businesses, a move that will lift it...

Friday 18 September 2026

CoreWeave launches US$3 billion bond sale amid growing revenue, debt

CoreWeave launched a debt sale worth US$3 billion in convertible bonds, which would allow buyers to turn their bonds into shares. The...

Friday 18 September 2026

iPhone 18 Pro sellouts across Taiwan as foldable Duo looms

Apple's iPhone 18 Pro series will go on sale on September 18, and Taiwan's major e-commerce platforms and telecom carriers have released preorder results ahead of launch. Data show...

Friday 18 September 2026

Mobile SoC battle for 2026 centers on NPUs

More technical details on 2026 mobile systems on a chip (SoCs) from major vendors are emerging, and the biggest changes in chips such...

Friday 18 September 2026

Taiwan prepares 150-qubit quantum computer RFP, seeks 'win-win' partnerships with global suppliers

Taiwan is moving closer to issuing a request for proposal (RFP) for its quantum computing system project.

Thursday 17 September 2026

Deloitte Taiwan seminar highlights system integration as Physical AI moves into industrial applications

Taiwan's next opportunity in Physical AI may depend less on individual robot components than on its ability to integrate hardware, software, sensing and control into deployable industrial...

Thursday 17 September 2026

Humanoid robots could reshape MEMS demand as physical AI advances

Humanoid robots have not yet reached mass adoption, but their sensor needs are already reshaping supply-chain expectations worldwide. Analysts and industry players say the next wave...

Thursday 17 September 2026

Ardentec, Sigurd race into silicon photonics TIA testing as US client books capacity

The global optical communications module market continues to grow, and Taiwan's test and packaging companies are moving to capture demand in silicon photonics (SiPh) transimpedance...

Thursday 17 September 2026

Huawei Connect 2026: OceanStor M900 turns PB-scale KV cache into Huawei's next AI infrastructure layer

Huawei has unveiled the OceanStor M900 at Huawei Connect 2026, extending its AI infrastructure strategy into memory and storage with...

Thursday 17 September 2026

Wiwynn sees strong AI demand offsetting US data center pushback

Wiwynn's top executive said demand for artificial intelligence infrastructure is likely to keep the server maker on a strong growth...

Thursday 17 September 2026

Samsung Galaxy S27 series rumored to feature 4 models, reshaping flagship lineup with display and camera upgrades

Samsung Electronics is expected to launch its Galaxy S27 series in early 2027, marking what could be its most significant product lineup restructuring in years. Market reports indicate...

Thursday 17 September 2026

China optical suppliers power smart glasses supply chain

China's optical suppliers are playing a growing role in the global smart glasses, VR, and AR supply chain as AI glasses demand accelerates worldwide. Industry sources say more than...

Thursday 17 September 2026

Foxconn Interconnect Technology targets the scaling challenge in AI optical interconnects

Foxconn Interconnect Technology (FIT), a subsidiary of Foxconn, held FIT Tech Day 2026 on September 16 under the theme "Light at Scale:...

Thursday 17 September 2026

iPhone 18 Pro preorders rise up to 20% in Taiwan as foldable Duo debuts

Apple's iPhone 18 Pro and Pro Max are emerging as the main drivers of Taiwan's premium smartphone upgrade cycle, with preorder demand running ahead of last year despite the debut of...

Thursday 17 September 2026

FIT ramps up optical interconnect push as AI race shifts to connectivity

At the FIT Tech Day 2026 on September 16, Foxconn Interconnect Technology (FIT) chairman Sidney Lu noted that as artificial intelligence (AI) advances rapidly, the industry's focus...

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