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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 1 June 2026
Taiwan Mobile says D2C satellite services not urgent priority as AI drives data-center and power concerns
Taiwan Mobile told shareholders on May 29 that direct-to-cell satellite services are not an urgent need for Taiwan and that the satellite-to-phone business model still requires proof,...
Monday 1 June 2026
Wistron invests in quantum computing and small satellites to power AI-era growth
Wistron said it has been building capabilities in quantum computing and satellite technology as potential growth engines in the AI era, announcing the purchase of a 32-qubit quantum...
Monday 1 June 2026
AI infrastructure hits copper limits, foundries lock down silicon photonics capacity through 2028
Generative AI is moving at a speed scaling past critical computation thresholds, initiating a shift from a "chip-centric to an interconnect-centric" architecture era. The physical...
Monday 1 June 2026
Interview: Sharp CEO taps Foxconn ecosystem for brand revival
Sharp President and CEO Tetsuji Kawamura said the company has eased some long-standing management pressures, but its main challenge now is to expand its brand, develop new businesses,...
Monday 1 June 2026
South Korea's ETRI maps three-part plan to scale physical AI and robot sovereignty
South Korea's Electronics and Telecommunications Research Institute (ETRI) unveiled a medium- to long-term strategy to advance physical AI and robot intelligence at its 50th anniversary...
Monday 1 June 2026
AuthenX targets CPO bottlenecks with detachable metalens FAU
AuthenX is preparing to showcase a detachable 2D fiber-array unit at COMPUTEX 2026, as the Taiwanese optical-communications company seeks to address packaging and alignment challenges...
Sunday 31 May 2026
Aspeed and Lattice announce partnership on programmable server management chip
Aspeed Technology and Lattice Semiconductor have formed a strategic partnership that could reshape how servers are managed in data centers worldwide. The collaboration aims to combine...
Sunday 31 May 2026
AUO sees automotive orders setting up revenue gains from 2026
AUO said its automotive business has entered a high-growth phase, with annual orders for in-vehicle products now exceeding current-year revenue. The company expects revenue benefits...
Sunday 31 May 2026
60% of smart factories underperform as South Korea expert eyes tacit knowledge for manufacturing AX
South Korea is treating AI transformation as a future test of manufacturing competitiveness. The challenge now is not only installing smart systems, but converting frontline workers'...
Sunday 31 May 2026
Taiwan Mobile sets sights on NT$1 trillion revenue as AI and enterprise services drive growth
Taiwan Mobile outlined plans to pursue a NT$1 trillion (US$31.88 billion) revenue target as it shifts emphasis to AI, enterprise services, and new technology businesses, executives...
Saturday 30 May 2026
AI server testing firm Wendell prepares IPO for high-power lab unit on surging rack equipment demand

Wendell Industrial Co. held its 2026 annual shareholders' meeting on May 26, where chairman Kao Chih-hung said shareholders approved a proposal...

Saturday 30 May 2026
AI boom strains optical supply chain as Nvidia, Corning expand fiber output
The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer...
Saturday 30 May 2026
'You're so rich now': Jensen Huang toasts Taiwan supply chain partners as Vera Rubin ramp begins
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation...
Friday 29 May 2026
Chinese power chipmaker China Resources Microelectronics targets AI servers with PLP packaging
Generative AI, HPC, and large data centers are raising demand for chips with higher power efficiency, stronger thermal control, and denser packaging, making advanced packaging a more...
Friday 29 May 2026
Compal accelerates server push with Texas plant and aims for 40% non-PC revenue
Compal Electronics said it was scaling up its server business and expects server revenue to reach 8-10% of total sales in 2026 as AI server rack-scale systems ramp and a new Texas...