CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 12 November 2026
IBM plans 1,040-qubit quantum system for 2027
IBM plans to build its next-generation Nighthawk r3 quantum processor to run 10,000 operations across 520 qubits, advancing larger workloads for scientific and industrial users worldwide...
Thursday 12 November 2026
Lite-On eyes CPO expansion as advanced optocouplers drive 2027 growth

Despite soaring costs and intense competition capping overall LED market growth at a modest 3% to 4%, Lite-On Technology's Optoelectronics Business...

Thursday 12 November 2026
AI server tracker: ODM/EMS giants scale up, but optical suppliers show who captures the next wave
Taiwan's AI infrastructure expansion is producing different growth patterns across system manufacturers and optical suppliers. All six original design manufacturers and electronics...
Thursday 12 November 2026
Ennoconn posts record third-quarter revenue, targets 20% ROE by 2030
Taiwan industrial PC maker Ennoconn Technology reported record revenue and profit for the third quarter of 2026. It said it expects strong growth in both measures in 2027, supported...
Thursday 12 November 2026
Commentary: AI trend holds despite looming funding squeeze
The US midterm election results, which delivered a major Democratic victory, and national security concerns surrounding an affair between an alleged Chinese spy and Nvidia CEO Jensen...
Thursday 12 November 2026
iPhone, enterprise ICT lift Taiwan's telecom trio in October
Strong iPhone sales and 5G upgrades, combined with continued revenue recognition from AI data center (AIDC), cloud, and enterprise information and communications technology (ICT) projects,...
Thursday 12 November 2026
Taiwan's overseas cloud backups strengthen government resilience
Taiwan has completed encrypted, split backups of national and local tax data on overseas cloud platforms, part of a broader effort to keep government services operating during emergencies...
Thursday 12 November 2026
Foxconn's in-person briefing to focus on AI deliveries, 2027 orders
Hon Hai Precision Industry (Foxconn) will hold its third-quarter 2026 investor briefing in person at the Mandarin Oriental, Taipei, on November 12, as investors seek clarity on 2027...
Thursday 12 November 2026
Former Nvidia customer Megaspeed's liabilities balloon to nearly US$3 billion
Singapore-based cloud provider and former Nvidia customer Megaspeed International saw its assets surge about 90-fold in 2024, but liabilities grew even faster, exceeding total assets...
Thursday 12 November 2026
Wistron posts record third-quarter revenue and profit, approves AI capacity investments
Wistron Corp. reported record revenue and profit in the third quarter of 2026 and approved new investments to expand AI server capacity. Consolidated revenue reached about NT$1.15...
Thursday 12 November 2026
Quanta's AI server boom pushes 3Q26 gross margin below 5%
Quanta Computer Inc. delivered record revenue and strong earnings in the third quarter of 2026, while its gross margin fell to 4.75% as notebook material costs rose and the mix of...
Thursday 12 November 2026
Nvidia board meets on Jensen Huang's future as succession gap comes into focus
Nvidia's board met on November 11 to weigh the future of Jensen Huang, the only chief executive the company has ever had. The stakes go beyond one career: the company at the center...
Wednesday 11 November 2026
Moonshot AI reportedly accessed restricted Nvidia chips in China despite US ban
Moonshot AI reportedly accessed advanced Nvidia chips this summer, according to documents filed with Chinese regulators. The finding shows that advanced US chips continue to make their...
Wednesday 11 November 2026
AI server tracker: Beyond GPUs, chassis, power supplies, rail kits and cooling capture a bigger growth story
Taiwan's AI server component suppliers are surpassing last year's revenue well before December. Eleven of the 13 companies tracked across chassis, power supplies, rail kits and thermal...
Wednesday 11 November 2026
Advantech's Korea business grows 67% in first three quarters, says incoming CEO
Advantech's South Korean business grew 67% in the first three quarters of 2026, as industrial equipment, networking and cloud infrastructure, and healthcare remained its largest local...