Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 11 September 2026

AI server tracker: Taiwan's August filings say demand is still accelerating

The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies...

Friday 11 September 2026

iPhone Duo leads Apple's new lineup as market stays split

Apple's latest iPhone launch could reshape premium phone demand, but the bigger question is whether the company can answer growing AI...

Friday 11 September 2026

MediaTek August revenue beats expectations, boosts 3Q outlook

MediaTek reported August 2026 revenue of NT$64.183 billion (approx. US$2.03 billion), up 32.41% from July and 44.08% year-over-year...

Friday 11 September 2026

d-Matrix brings Raptor chips to Nvidia racks as falling token prices pressure GPU economics

AI chip startup d-Matrix is adopting Nvidia's NVLink Fusion technology to bring its next-generation Raptor inference processors into Nvidia MGX racks, giving the company a path into...

Friday 11 September 2026

Quantum computer development is more about national security than profits, says expert

Japanese electronics giant NEC stopped development of gate-based superconducting quantum computer hardware at the end of March 2026...

Thursday 10 September 2026

Jeter August revenue rises on AI server shipments

Soonest Express, a logistics and freight forwarding provider, reported August 2026 revenue of NT$799 million (approx. US$25.3 million), up 13.53% month on month and 7.80% year on year,...

Thursday 10 September 2026

Apple added flat US$100 to every iPhone and rebuilt A20 Pro around memory

Two things happened at Apple's September 9 launch that belong in the same story: the company raised the price of every iPhone it sells by exactly US$100, and it introduced a chip whose...

Thursday 10 September 2026

Taiwan chipmakers target humanoid robots beyond the 'brain,' focusing on vision, motor control

Taiwanese IC design companies have recently begun highlighting opportunities in physical AI and robotics. Arm's recently announced expansion...

Thursday 10 September 2026

AI semiconductor equipment boom redraws Taiwan IPC market: Edge AI, advanced packaging lift high-end demand

AI and high-performance computing (HPC) demand is sustaining strong investment in advanced semiconductor processes, high-bandwidth memory (HBM), and advanced packaging, lifting the...

Thursday 10 September 2026

Wistron, Wiwynn hit record August revenue as board approves US$200 Million for US, Vietnam expansion

Wistron and Wiwynn both posted record-high monthly revenue in August 2026 as shipments of artificial intelligence (AI) servers continue to expand. Both companies remain highly confident...

Thursday 10 September 2026

Firmus, OpenAI strike compute deal for Malaysia AI factories

Firmus and OpenAI have announced a multi-year strategic partnership that will add dedicated AI compute capacity in Malaysia, underscoring how Asia-Pacific is becoming central to global...

Thursday 10 September 2026

Naver pitches a Europe-facing AI factory to France as Brookfield deal moves ahead

Naver is trying to export the AI factory model it is building at home, telling French companies and institutions this week that it wants to combine France's energy base with its own...

Thursday 10 September 2026

Samsung SDS broadens AI push from software to factory robots

Samsung SDS is using its enterprise AI strategy to move beyond office automation and into factory robotics, betting that its systems-integration experience can turn fragmented robot...

Thursday 10 September 2026

JD Cloud plans 100,000-GPU cluster built on Moore Threads chips

JD Cloud said on September 9 that it plans to build a 100,000-card cluster of full-function GPUs supplied by Moore Threads, a deployment the company describes as the first time domestic...

Thursday 10 September 2026

CIOE: Morphotonics draws on display background to break AR waveguide bottlenecks

At the China International Optoelectronic Expo (CIOE), Morphotonics, a Netherlands-based nanoimprint lithography company, made the case that the quickest way to reach affordable AR...

2/1900 pages