Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 24 April 2026

MODA encourages Taiwanese firms to invest in computing power; Foxconn submits project proposal

The government has included AI computing infrastructure within the scope of major digital public construction projects, using tax incentives to boost private-sector investment. Minister...

Friday 24 April 2026

Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share

Google's unveiling of its eighth-generation tensor processing unit (TPU) at Cloud Next 2026 is expected to drive the next wave of growth...

Friday 24 April 2026

Intel keeps capex steady as it shifts spending toward capacity expansion

Intel is holding its 2026 capex broadly flat year over year, not because of reduced ambition, but because of a strategic reallocation of spending toward equipment that directly boosts...

Friday 24 April 2026

Largan, Sunny Optical target FAU in push toward CPO and AI optics

Largan Precision and Sunny Optical have recently announced plans to enter the fiber array unit (FAU) market, positioning it as a priority development area. Industry sources say the...

Friday 24 April 2026

Global PMX drives smart driving transformation with three key engines

Global PMX's shift from components maker to technology integrator could affect supply chains worldwide, as its push into electro-mechanical brakes, AI server cooling, and surgical...

Thursday 23 April 2026

Chinese smartphone shipments to fall below 600 million units in 2026, lowest level since 2021

Rising upstream component costs and weak retail promotions in China, combined with traditional off-season demand overseas, are denting global smartphone supply and pricing. Consumers...

Thursday 23 April 2026

AI shifts and soaring costs drive PC brands to cut jobs in 2026

Several PC companies have been conducting rounds of layoffs in recent months, which echoes the downsizing trend across the tech industry. While some point to AI adoption as a culprit,...

Thursday 23 April 2026

Shenzhen launches China's first full-stack domestic 14,000P AI cluster

Shenzhen has brought online what project materials describe as China's first 14,000P, 10,000-card AI computing cluster built around a fully domestic technology stack, marking a new...

Thursday 23 April 2026

Rockwell Automation flags key AI challenges, unveils three-step strategy for Taiwan's shift to autonomous manufacturing

Artificial intelligence (AI) is rapidly moving beyond pilot projects to large-scale deployment in manufacturing, but many Taiwanese firms remain constrained by data, infrastructure,...

Thursday 23 April 2026

IBM reports steady AI-driven growth despite facing software momentum questions

Analysts said IBM continues to show stable underlying revenue growth supported by artificial intelligence adoption and hybrid cloud demand. Its unchanged full-year outlook and softer...

Thursday 23 April 2026

Lam Research signals sustained AI-driven momentum as WFE outlook improves

Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial...

Thursday 23 April 2026

Google debuts TPU 8t and 8i as AI workloads diverge

Google Cloud Next 2026 kicked off on April 22 in Las Vegas, with Google Cloud CEO Thomas Kurian declaring that the experimental phase of artificial intelligence is over. Nearly 75%...

Thursday 23 April 2026

SpaceX loads up on debt to fund AI push before IPO

SpaceX is preparing for what could become one of the most ambitious public offerings in history, even as its balance sheet reflects the rising cost of its expanding ambitions in both...

Wednesday 22 April 2026

Flagship smartphone SoCs upgrade to 2nm drives cost surge and brand procurement shifts

Starting in the second half of 2026, all flagship smartphone SoCs will transition to the 2nm process node. While this promises enhanced performance for flagship devices, it also triggers...

Wednesday 22 April 2026

Huawei's wide foldable move sets stage for Apple, Samsung three-way race

Huawei's Pura X Max launch marks a shift in the foldable smartphone market, with competition moving from a Samsung-Huawei duopoly toward...

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