Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 9 July 2026

PLAUD rides AI hardware-subscription model to US$100 million ARR

Rapid advances in generative AI and AI agents are moving AI beyond software tools into everyday workflows, particularly in voice, meeting, and conversational applications, giving rise...

Thursday 9 July 2026

Compal's Rayonnant expands liquid cooling lineup for AI servers

Compal Electronics subsidiary Rayonnant Technology has launched a full line of coolant distribution unit (CDU) products for AI servers, covering liquid-to-air sidecar, in-rack, and...

Wednesday 8 July 2026

HVDC power to ramp up in 2H26, as Delta eyes momentum in AI power systems

US cloud service providers (CSPs) are continuing to expand AI-related capex, which has in turn driven up data center server rack specifications and power architectures. As a result...

Wednesday 8 July 2026

France-Taiwan tech ties move from talks to factory floor

France's push into Taiwan's tech ecosystem has entered a new phase. After three years of cultural outreach and research exchanges,...

Wednesday 8 July 2026

Microsoft starts swapping OpenAI and Anthropic models for its own in apps

Microsoft is reportedly beginning to replace OpenAI and Anthropic models in its software with its own offerings, likely a strategic...

Wednesday 8 July 2026

AI server maker MiTAC gears up for stronger 2H26 with new capacity after 44.8% revenue jump

MiTAC is set to enter a new phase of growth in the second half of 2026 as new production facilities begin mass production, providing a meaningful...

Wednesday 8 July 2026

Wistron chair: AI demand remains strong as sovereign AI broadens global market

AI demand is expanding beyond the US as sovereign AI projects gain traction in more countries, Wistron chairman Simon Lin said, arguing...

Wednesday 8 July 2026

CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera

As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While...

Wednesday 8 July 2026

Inspur forecasts sharp first-half profit growth

Inspur Industry said its first-half profit is likely to rise sharply in 2026, reflecting stronger demand and improved execution as investors monitor developments across China's technology...

Wednesday 8 July 2026

Ennoconn hits record June revenue as AI and smart factory orders keep climbing

Ennoconn Technologies said its June 2026 revenue set a new high, with monthly, quarterly, and cumulative results all reaching record...

Wednesday 8 July 2026

Apple's first foldable reportedly enters production, but a record price and delayed sales loom

Apple's first foldable iPhone has entered production, according to reports from multiple Chinese supply-chain outlets, though the device may carry a record price tag and reach buyers...

Wednesday 8 July 2026

Microloops revenue hits record on cloud server cooling demand

Taiwan Microloops Corp. said July 6 that June revenue reached a record NT$503 million, up 52.41% from May and 29.30% from a year earlier, driven by stronger demand for AI server cooling...

Wednesday 8 July 2026

Sharp taps Foxconn for US$1.9 billion new-business push

Sharp is aiming for annual sales of JPY200 billion to JPY300 billion, roughly US$1.2 billion to US$1.9 billion, from a new group of...

Wednesday 8 July 2026

Genius Electronic Optical June sales rise as mobile phone price impact appears limited

Genius Electronic Optical (GSEO) reported consolidated revenue of NT$1.739 billion (approx. US$54.3 million) for June, up 6.77% from NT$1.629 billion in May.

Wednesday 8 July 2026

Foxconn chair: Two of four AI customer groups yet to reach full-scale demand

Speaking at the Taiwan Venture Capital and Private Equity Annual Conference on July 7, Foxconn Chairman Young Liu said demand for AI...

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