Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 20 January 2026

ASUS chairman lays out 'All In AI' strategy under global trade headwinds

At its year-end celebration on January 16, ASUS held a confident tone amid a turbulent global outlook. Jonney Shih, the company's chairman,...

Tuesday 20 January 2026

HTC highlights security and enterprise deployment as keys for AI glasses growth

As generative AI (Gen AI) and sensing technologies mature, AI glasses are evolving from standalone wearables into a new generation of human-computer interaction interfaces. Featuring...

Tuesday 20 January 2026

Apple, Qualcomm, MediaTek align on 2nm chips in 2026 as specs lose consumer appeal

Apple Inc., Qualcomm Inc., and MediaTek are all set to advance their smartphone system-on-chip (SoC) offerings to the 2nm process node in 2026. This coordinated move signals the three...

Tuesday 20 January 2026

CviLux gains from AI server power overhaul as HVDC reshapes data center connectors

As the AI chip computing power race intensifies, data center electricity demand is surging, forcing a fundamental redesign of server power architectures. Taiwanese connector maker...

Tuesday 20 January 2026

Alibaba's Qwen expansion links AI directly to consumer services

Alibaba is repositioning its Qwen artificial intelligence app as more than a chatbot, turning it into a gateway to the company's vast consumer ecosystem. The app now connects directly...

Tuesday 20 January 2026

AI server power architecture upgrade drives structural growth in power connector industry

As AI chip generations advance rapidly, power demands in data and compute centers are driving a fundamental shift in power supply design from single power supply units (PSUs) to system-level...

Tuesday 20 January 2026

Memory supply constraints and rising costs force China's smartphone brands to scale back 2026 shipment forecasts

China's major smartphone manufacturers are revising their 2026 shipment forecasts downward amid tightening memory supply and surging prices, according to Jiemian News. Xiaomi,...

Tuesday 20 January 2026

Smartphone chips hit 2nm in 2026. The real shock is the cost

Leading smartphone system-on-chip (SoC) manufacturers will fully adopt the 2nm process node in 2026, a move expected to significantly increase production costs and reshape competitive...

Tuesday 20 January 2026

BTL sees strong AI server orders, visibility extends to 2Q26

Cloud service providers (CSPs) are significantly increasing capital expenditures, continuously investing in high-end AI servers and deploying cloud AI computing projects. This surge...

Tuesday 20 January 2026

Vivo faces intensified competition in 2026 despite strong X300 smartphone sales

Vivo has recently shown strong performance driven by robust sales of its X300 smartphone series. However, as the company looks to 2026, industry analysts warn that it will encounter...

Tuesday 20 January 2026

Rising memory prices threaten consumer electronics growth, squeezing smartphone, notebook, and TV markets

Memory price increases are significantly affecting consumer electronics, with smartphones and notebooks facing the greatest challenges, while TVs experience milder but still notable...

Monday 19 January 2026

Taiwan carves robotics niche as humanoids proliferate

"Physical AI"—the fusion of artificial intelligence with machines that move, sense, and act in the real world—emerged as a defining theme at CES 2026, where Chinese robotics...

Monday 19 January 2026

Micron sets 1γ as mainstream node for 2026 as HBM and SOCAMM2 ramp

With shipments of application-specific integrated circuits (ASICs) and XPUs expected to rise sharply in 2026, AI accelerators are set to continue relying on fifth-generation high-bandwidth...

Monday 19 January 2026

Server ODMs shrug off US-Taiwan tariff deal, prioritize customer demands

The recent US-Taiwan tariff agreement has minimal effect on servers' original design manufacturers (ODMs), as server products were excluded from both previous reciprocal tariffs and...

Monday 19 January 2026

Europe moves to reinforce its satellite internet ambitions with new OneWeb order

Eutelsat, the satellite operator backed by the French and British governments, announced this week that it has placed an additional order...

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