Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 30 January 2026

MediaTek, Alchip, Marvell clash for ASIC runner-up spot

The competition among cloud service providers (CSPs) and AI companies for application-specific integrated circuits (ASICs) has entered a new phase with Microsoft officially launching...

Friday 30 January 2026

Record Taipower profit masks rising pressure from AI data centers on Taiwan's power system

Taiwan Power Company (Taipower) announced a net profit of NT$72.9 billion (approx. US$2.32 billion) for 2025, setting a new single-year earnings record and surpassing its previous...

Thursday 29 January 2026

Taiwan, US expand AI, drone cooperation under Pax Silica framework

Taiwan's Minister of Economic Affairs, Ming-hsin Kung, joined senior US State Department officials on January 27, 2026, in the US to conclude the sixth US-Taiwan Economic Prosperity...

Thursday 29 January 2026

Foxconn Industrial Internet drives growth in high-end computing market through cloud and AI server focus

Foxconn's subsidiary, Foxconn Industrial Internet (FII), is accelerating its operational shift toward the high-performance computing market, driven by dual engines of cloud and AI...

Thursday 29 January 2026

Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead

As artificial intelligence (AI) development accelerates, power consumption across computing platforms is climbing sharply. Competition...

Thursday 29 January 2026

Celestica posts sharp revenue gains as cloud and AI spending rise

Celestica, a global supplier of data center infrastructure and advanced technology manufacturing, reported sharply higher revenue and...

Thursday 29 January 2026

Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates

Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company accelerating into an AI-first era—while...

Thursday 29 January 2026

Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite

Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure, with Intelligent Cloud growth approaching 30% year on year. The figures underline...

Thursday 29 January 2026

Tesla bets future on custom chips as profit plunges 64%

Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the company's accelerating investments in custom chips, AI compute,...

Thursday 29 January 2026

Meta targets 2026 for massive AI infra push following solid earnings

Meta Platforms' latest results point to a sustained escalation in AI infrastructure investment, with capex set to rise sharply in 2026. The outlook suggests growing implications for...

Thursday 29 January 2026

Taiwan enterprise 5G investments set to surge, driven by testing demands

Enterprise investments in 5G private networks are expected to significantly increase following amendments to the "Regulations Governing the Establishment and Use of Mobile Broadband...

Thursday 29 January 2026

Seagate's nearline capacity booked through 2027 as AI datacenters fuel storage boom

Seagate Technology posted record revenue, profit, and total storage capacity shipped in the second quarter of fiscal year 2026 (2QFY26, ended January 2), fueled by strong AI-driven...

Thursday 29 January 2026

IPC cost and memory supply pressures accelerate product upgrades

The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...

Thursday 29 January 2026

How Sega's US$5 million lifeline saved Nvidia from collapse

In a recent interview with Jodi Shelton, Jensen Huang, the CEO of Nvidia, reflected on a life spent in near-constant motion. After years of crisscrossing the globe, he said, there...

Thursday 29 January 2026

Why can't tech giants escape China's smartphone production grip?

Global technology companies, including Google, are increasingly shifting new product introduction (NPI) stages away from China to reduce geopolitical risks, with recent reports indicating...

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