Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 2 April 2026

Commentary: What's the real game behind Arm's chip venture?

Amid AI-driven shifts, Arm launched its AGI CPU in March 2026 to address system-level optimization lacking in highly customized data center CPUs. Partnering with Meta and supported...

Thursday 2 April 2026

The ascension of Arm: hyperscalers rewire AI server CPUs for the post-x86 era

The architecture of host CPUs in custom AI servers is undergoing a significant shift, with proprietary Arm-based designs steadily displacing traditional x86 processors, according to...

Thursday 2 April 2026

Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience

Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global...

Thursday 2 April 2026

Starcloud bets on space-based computing with fresh funding

Starcloud, a company pursuing the idea of solar-powered data centers in orbit, said on March 30 that it had raised US$170 million in new funding, valuing the business at US$1.1 billion...

Wednesday 1 April 2026

Apple at 50: From PC to mobile, AI shift now in focus

Apple marks its 50th anniversary on April 1, after helping shape multiple waves of the technology industry, from personal computing to...

Wednesday 1 April 2026

Huawei revenue hits US$122bn in 2025, nears peak as AI growth becomes key test

Huawei reported 2025 revenue of CNY880.9 billion, up 2.2% year-over-year, its second-highest on record, with net profit rising 8.63% to...

Wednesday 1 April 2026

Infineon's power semiconductor content per kW to hit US$150 as 800V systems mature

Infineon held its "We Power AI" event in Taipei this week, marking the second consecutive year the company has hosted a large-scale forum in Taiwan focused on power-related technologies...

Wednesday 1 April 2026

Geopolitical jitters shake markets as AI shores up Taiwan's economic future

As the US-Iran conflict continues, external concerns over its economic impact have intensified, and capital markets have recently experienced significant volatility. Chinese National...

Wednesday 1 April 2026

Foxconn advances AI supply chain localization, splitting work between US and Mexico

Foxconn's March 2026 capital campaign in North America signals a shift toward regionalized AI supply chains, promising shorter lead times, lower geopolitical risk, and improved delivery...

Wednesday 1 April 2026

Nvidia's US$2 billion bet on Marvell turns rivals into ecosystem partners

Nvidia's US$2 billion investment in Marvell signals a shift toward hybrid AI infrastructure, balancing dominance with openness while intensifying competition across custom silicon,...

Wednesday 1 April 2026

Samsung's 2nm Exynos 2600 loses to Qualcomm's 3nm on battery and thermals

Samsung's Exynos 2600 application processor (AP), built on the company's 2nm process, lags in battery endurance behind Qualcomm's Snapdragon 8 Elite Gen 5 — a 3nm chip —...

Wednesday 1 April 2026

Samsung and Xiaomi bring new phones to Taiwan with AI features and hardware upgrades

Smartphone makers continue to roll out new models, as Xiaomi announced on March 31, 2026, that it will launch the POCO X8 Pro and POCO M8 5G series in Taiwan. Meanwhile, Samsung Electronics...

Wednesday 1 April 2026

Ennoconn backlog signals major North American revenue ramp from 2Q26

Ennoconn Technology reported sustained 2025 growth and a healthy backlog that could drive significant revenue in 2026, even after divesting its computer module subsidiary under Kontron...

Tuesday 31 March 2026

Machine tool makers eye 2026 recovery, mull price hikes amid war-driven cost pressures

After several years of decline, the machine tool industry is turning cautiously optimistic for 2026. However, geopolitical risks—particularly the US-Iran conflict—have...

Tuesday 31 March 2026

Elite Material plans multi-country expansion to reach 9.45 million CCL sheets monthly capacity by 2027

Elite Material (EMC), a leading Taiwanese copper-clad laminate (CCL) manufacturer, announced the completion of capacity expansions at its Huangshi and Zhongshan plants in China and...

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