Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 14 September 2026

CPO nears mass production — next battle about interfaces, yield and maintenance

As AI computing bandwidth keeps rising, optical interconnect architectures are moving beyond pluggable optical modules toward near-packaged optics (NPO) and co-packaged optics (CPO)...

Monday 14 September 2026

Lite-On revenue rises in August on cloud power demand

Lite-On Technology posted NT$19.6 billion (approx. US$622.1 million) in consolidated revenue in August 2026, up 3% month-over-month and 25% year-over-year, as strong demand continued...

Monday 14 September 2026

India roundup: India says it cannot build electronics without China

India is accelerating its semiconductor and electronics ambitions, courting Taiwan, easing China restrictions, expanding local manufacturing and chip infrastructure, while global technology...

Sunday 13 September 2026

AI, 5G upgrades lift Taiwan's top three telecoms in August

Strong demand for AI and AI data centers, along with a wave of enterprise information and communications technology (ICT) projects moving into delivery, helped Taiwan's top three telecom...

Sunday 13 September 2026

AI server exports to US slow; electronics parts jump 1.5 times in August

Taiwan's Ministry of Finance on September 9 said electronic parts exports reached US$32.22 billion in August 2026, a record monthly high, rising US$11.83 billion, or 58%, from the...

Sunday 13 September 2026

AI server tracker: Taiwan optics race beyond 1.6T

Taiwan's optical communications supply chain is entering a more consequential phase of the AI infrastructure cycle. Demand is broadening...

Sunday 13 September 2026

Taiwan's BTL builds new plant for high-power AI server testing, eyeing 4Q27 launch

Electronic testing and certification provider BTL Inc. has kicked off construction plans for Guishan Plant 3. The expansion targets high-power testing capacity for AI server systems,...

Saturday 12 September 2026

Apple foldable plans drive new demand for Japanese smartphone parts makers

Apple’s move into foldable smartphones is creating fresh business for Japanese component makers with expertise in thin, lightweight and compact designs. According to Nikkei...

Saturday 12 September 2026

Commentary: Apple sends off Cook with a foldable flourish, but Ternus's trial is still ahead

Apple has finally unveiled the long-anticipated foldable iPhone Duo, with former CEO Tim Cook making a brief appearance at the start of the launch video. The moment suggested the device...

Saturday 12 September 2026

Charts: Taiwan's AI supply chain growth moves from cooling to rack hardware

King Slide Works posted the fastest revenue growth in August among the 50 Taiwan-listed AI supply chain companies tracked by DIGITIMES, with sales up 318% from a year earlier...

Friday 11 September 2026

Apple phones drive premium upgrade wave for carriers

Apple's newly unveiled iPhone 18 Pro series and the company's first foldable phone, the iPhone Duo, have prompted Taiwan's three major telecom operators to roll out pricing plans and...

Friday 11 September 2026

Huawei stakes out the AI optics rulebook with 7.2Tbps NPO

Huawei Technologies has unveiled a 7.2-terabit-per-second near-packaged optics (NPO) module for AI data centres, coupling a high-bandwidth product launch with an effort to shape emerging...

Friday 11 September 2026

CIOE 2026: Hitachi relies on partnerships, not proprietary tech, to ride China's optical boom

At an optoelectronics trade expo in China, Hitachi High-Tech used its booth not to unveil a flagship product of its own, but to showcase...

Friday 11 September 2026

CIOE 2026: Automotive optical-module demand could rival FTTx shipments by 2030

Automotive optical-module demand could approach the scale of the established FTTx market by around 2030 as increasingly data-intensive vehicles shift high-bandwidth connections from...

Friday 11 September 2026

Nvidia expands Australian AI factory push as global demand rises

Nvidia's latest partnerships in Australia could reshape where AI capacity is built and who can access it. The plan links power, data centers, and open models to local innovation, while...

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