Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 9 March 2026

Apple reshapes product lineup with budget MacBook and ultra-premium push

Apple is reshaping its product lineup at both ends of the price spectrum, introducing a lower-cost MacBook while reportedly preparing a new wave of ultra-premium devices aimed at the...

Monday 9 March 2026

OpenAI, Oracle rethink Texas expansion, though Stargate buildout continues

OpenAI and Oracle's decision to drop a planned expansion at their flagship Texas AI campus highlights the shifting economics and technology cycles of large-scale AI infrastructure...

Monday 9 March 2026

Samsung keeps Galaxy S26 price hikes modest in Taiwan as memory costs rise

Samsung Electronics officially unveiled its annual flagship Galaxy S26 series and Galaxy Buds4 Bluetooth earphones on February 26, with Taiwan promotions announced on March 4. Rising...

Monday 9 March 2026

Taiwan stands firm on US investment commitments, pursuing strategic high-tech partnership amid legal shifts

Taiwan's tariff negotiations with the US initially yielded relatively favorable terms, bringing Taiwan's export tariffs in line with those of Japan and South Korea. However, a recent...

Monday 9 March 2026

Samsung Display secures largest OLED supply for iPhone 17e, BOE's lead role questioned

Samsung Display (SDC) has reportedly secured the largest share of orders supplying OLED panels for Apple's latest budget smartphone, the iPhone 17e. This development overturns earlier...

Sunday 8 March 2026

Applied Materials VP warns AI growth may hit energy, not chip limits

AI is rapidly driving global computing demand and accelerating semiconductor industry growth. Applied Materials vice president Erix Yu expects the semiconductor market to reach US$1...

Sunday 8 March 2026

Broadcom CEO sees copper interconnects viable through 2028

Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

Sunday 8 March 2026

Wistron posts record February revenue driven by AI server shipments

Wistron Group's February 2026 revenue surged to a historic high, fueled by strong shipments of AI servers and network switches. The company reported a year-over-year increase of 177.37%...

Saturday 7 March 2026

GCS eyes 200G optical component ramp in 2026 as AI demand grows

Driven by AI workloads, global data traffic is expanding rapidly. Compound semiconductor firm GCS Holdings said the optical...

Saturday 7 March 2026

TienPin eyes stable growth in 2026 as AI server liquid-cooling cleaning demand heats up

TienPin United Enterprise has been benefiting from a rapid surge in the artificial intelligence (AI) server liquid-cooling cleaning business since the second half of 2025, with its...

Friday 6 March 2026

Humanoid robots hit new limits as touch sensing, safety standards slow deployment

The "brain" of humanoid robots has shown promising advances in artificial intelligence. Yet, perception and physical coordination remain rudimentary, and moving from prototypes to...

Friday 6 March 2026

Foxconn eyes double-digit revenue growth in 2026, driven by AI servers and smartphones

Foxconn chairman Young Liu said on March 6 that 2026 is expected to be "a very good year" for the company, with full-year revenue projected...

Friday 6 March 2026

Samsung bets on higher-priced Galaxy S26 to lift Taiwan revenue

Samsung Electronics unveiled its Galaxy S26 series and Galaxy Buds4 earphones on February 26. They disclosed a Taiwan rollout plan on March 4, with pre-orders running from March 4...

Friday 6 March 2026

Chicony Power sees strong 1Q26 amid customer inventory replenishment

Chicony Power Technology reported its 2025 financial results on March 4, revealing a year-over-year decline in full-year performance due to the tight supply of key components and project...

Friday 6 March 2026

Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion

Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones"...

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