Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 9 January 2026

Foxconn, Wistron, Quanta to sustain trillion-dollar revenue on AI server in 2026

AI server demand pushed Taiwan's three major ODMs — Foxconn, Wistron, and Quanta — to record-high revenue in 2025, with all three surpassing NT$1 trillion (US$32 billion)...

Friday 9 January 2026

Google and Samsung bet again on smart glasses, this time with Android XR

Multiple indicators suggest Google will re-enter the smart glasses market in 2026, more than a decade after exiting the category. The company is expected to partner with Samsung to...

Friday 9 January 2026

Largan faces challenges as memory price impacts spread

Optical lens maker Largan Precision held an earnings briefing on January 8, 2026, during which chairman Adam Lin expressed a wary smartphone industry outlook. Surging memory prices...

Friday 9 January 2026

Largan Technology highlights challenges and prospects of variable aperture for 2026 flagship smartphones

Largan Technology drew significant attention at its investor conference on January 8, 2026, revealing that US flagship smartphones are expected to adopt variable-aperture camera modules...

Friday 9 January 2026

Nvidia weighs CCL performance and cost for VR server, plans M8.5-grade use

CES 2026 is in full swing, where Nvidia CEO Jensen Huang announced that the next-generation Vera Rubin architecture servers have entered full production, set to succeed the Blackwell...

Friday 9 January 2026

CES 2026: Red Hat expands collaboration with Nvidia to support Nvidia Vera Rubin platform

At CES 2026 in the US, hybrid cloud open-source software provider Red Hat announced an expanded collaboration with Nvidia centered on the Vera Rubin computing platform. Red Hat will...

Friday 9 January 2026

Lite-on Technology sees 20% revenue growth in 2025, driven by power management systems

Lite-on Technology reported consolidated global revenue of NT$14.9 billion (approx. US$473 million) for December 2025, reflecting a 5% increase from the previous month and an 11%...

Friday 9 January 2026

Wiwynn Technology reports record revenue and profits in 4Q25

Wiwynn Technology Corp. announced a record-breaking fourth quarter in 2025, with consolidated revenue reaching NT$292.44 billion (approx. US$9.29 billion), a 152.9% increase year-over-year,...

Friday 9 January 2026

Tight memory supply to push smartphone prices higher in early 2026

Smartphone brands face mounting challenges as memory prices are expected to surge over 50% in the first half of 2026, according to channel operators. The rise in memory costs threatens...

Friday 9 January 2026

Taiwan accelerates infrastructure expansion to fortify AI and chip supply chains

As Taiwan's semiconductor and AI server industries rapidly expand—led by TSMC and major hardware manufacturers—the government is accelerating infrastructure planning to...

Friday 9 January 2026

Quanta hits record monthly, quarterly, and annual revenue on AI server boom

Powered by continued AI server momentum, Quanta delivered record revenue in December 2025, the fourth quarter, and the full year. The company is optimistic about 2026, citing higher...

Friday 9 January 2026

Commentary: OpenAI's AI devices could force a 5G SA reckoning

Recent supply-chain signals suggest that OpenAI has shifted hardware orders from Luxshare to Foxconn, a move widely interpreted as preparation...

Thursday 8 January 2026

CES 2026: Lenovo unveils cloud-to-device strategy

Lenovo detailed a Hybrid AI strategy at the CES 2026 technology conference, outlining plans to integrate artificial intelligence (AI)...

Thursday 8 January 2026

Nvidia overhauls server design as Vera Rubin gears up for volume shipments

Nvidia CEO Jensen Huang announced that the company's new Vera Rubin has entered mass production and is preparing for widespread shipments. The design represents a rare major engineering...

Thursday 8 January 2026

China's cheap lithium batteries reshape the global AI data center landscape amid rising US tariffs

At CES 2026, amidst the spotlight on AI breakthroughs such as autonomous vehicles and humanoid robots, a crucial battle simmers quietly in the global AI data center (AIDC) industry...

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