Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 15 September 2026

Global data center capex could reach US$31.6 trillion by 2050 as AI demand surges

PwC and Oxford Economics jointly released their Global Data Centre Outlook 2026–50 in early September, projecting cumulative global...

Tuesday 15 September 2026
Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall
After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow...

Monday 14 September 2026
STMicro lead times top 1 year, boosting Taiwan chip makers
AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering...

Monday 14 September 2026
China optical firms target photonics with mixed high-end, lower-cost push
The 2026 China International Optoelectronic Exposition (CIOE) closed on September 11. While near-eye display applications such as AR/VR and smart glasses drew attention, vendors' latest...

Monday 14 September 2026
China accelerates e-SIM's leap from wearables to smartphones
China's e-SIM adoption is moving beyond smartwatches and other wearables into smartphones at an accelerating pace.

Monday 14 September 2026
Foxconn subsidiary broadens AI interconnect role as 1.6T enters deployment
AI data centers are moving decisively toward 1.6T connectivity, with 800G now mainstream in AI clusters and 400G remaining common in general cloud and enterprise deployments.

Monday 14 September 2026
iPhone Duo's price opens room for Android rivals
Apple's new iPhone 18 series and first foldable, the iPhone Duo, could reshape smartphone demand worldwide by pushing some buyers toward Android rivals, channel players said. Higher...

Monday 14 September 2026
AI's energy demand ignites global nuclear rush, straining Taiwan's restart
A worldwide nuclear comeback, fueled by artificial intelligence data centers and semiconductor demand, is tightening supply chains and labor markets just as Taiwan considers restarting...

Monday 14 September 2026
Foldable smartphone panel shipments to grow 23% in 2026
Following the launch of Apple's first foldable iPhone, the iPhone Duo, combined sales momentum from Samsung Electronics, Huawei Technologies, Xiaomi, Oppo, Vivo, and Motorola is expected...

Monday 14 September 2026
Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues
Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years,...

Monday 14 September 2026
CPO nears mass production — next battle about interfaces, yield and maintenance
As AI computing bandwidth keeps rising, optical interconnect architectures are moving beyond pluggable optical modules toward near-packaged optics (NPO) and co-packaged optics (CPO)...

Monday 14 September 2026
Lite-On revenue rises in August on cloud power demand
Lite-On Technology posted NT$19.6 billion (approx. US$622.1 million) in consolidated revenue in August 2026, up 3% month-over-month and 25% year-over-year, as strong demand continued...

Monday 14 September 2026
India roundup: India says it cannot build electronics without China
India is accelerating its semiconductor and electronics ambitions, courting Taiwan, easing China restrictions, expanding local manufacturing and chip infrastructure, while global technology...

Sunday 13 September 2026
AI, 5G upgrades lift Taiwan's top three telecoms in August
Strong demand for AI and AI data centers, along with a wave of enterprise information and communications technology (ICT) projects moving into delivery, helped Taiwan's top three telecom...

Sunday 13 September 2026
AI server exports to US slow; electronics parts jump 1.5 times in August
Taiwan's Ministry of Finance on September 9 said electronic parts exports reached US$32.22 billion in August 2026, a record monthly high, rising US$11.83 billion, or 58%, from the...

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