Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 6 March 2026

Advantech targets 30% global edge AI platform share in new 5-year vision

Advantech has announced a new roadmap for its mid-to-long-term transformation, with chairman KC Liu stressing that that following a year of operational and business adjustments in...

Friday 6 March 2026

South Korea launches first physical AI data factory to catch up with China's robot data edge

As the robotics industry accelerates, data collection has become a critical factor in driving real-world industrial adoption and realizing true AI factories. South Korean startup Maum.AI...

Friday 6 March 2026

Foxconn February revenue rises 8% on continued AI server demand

Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January,...

Thursday 5 March 2026

How Apple's 'triple $599' strategy could change everything for 2026

While thousands of tech executives gathered this week in the cavernous halls of Barcelona for the Mobile World Congress (MWC), showcasing motorized...

Thursday 5 March 2026

AWS Middle East data centers hit by drones; Nvidia, Google adjust operations

Amazon Web Services (AWS) data centers in the Middle East were disrupted after drone attacks damaged facilities in the United Arab Emirates (UAE) and Bahrain, triggering service outages...

Thursday 5 March 2026

Advantech optimistic about 1Q26 outlook with strong edge AI orders and B/B ratios

Industrial PC (IPC) vendor Advantech held its 2025 fourth quarter and full-year earnings conference on March 4, 2026, chaired by Chairman K.C. Liu, President Eric Chen, and President...

Thursday 5 March 2026

Taiwan weighs power controls for AI data centers as compute push tests grid capacity

Taiwan is exploring regulatory measures to manage the rising electricity demand from AI computing infrastructure, even as the government...

Thursday 5 March 2026

Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence

Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...

Thursday 5 March 2026

Tesla's Grunheide overhaul signals shift to multi-product 'superfactory' with implications for European automakers

Tesla's Gigafactory in Grunheide, Germany, is being repurposed into a multi-product manufacturing hub after CEO Elon Musk outlined five transformation initiatives to address falling...

Wednesday 4 March 2026

BMW's Aeon signals shift toward technology-led governance as new CEO takes helm

BMW introduced the humanoid robot Aeon at its Leipzig production facility in early 2026, a move framed as both a production innovation and a symbolic milestone in the leadership transition...

Wednesday 4 March 2026

Mitac expands US server capacity, eyes growth in 2026

Mitac Holdings announced its financial results for 2025, reporting full-year consolidated revenue of NT$105.58 billion (approx. US$3.33 billion), with profit attributable to owners...

Wednesday 4 March 2026

AMD targets AI infrastructure boom with MI450 ramp and hyperscaler deals

AMD will deepen multi‑year partnerships with Meta and OpenAI as it ramps MI450 and rack‑scale systems, while maintaining aggressive financial targets and preparing to meet...

Wednesday 4 March 2026

IPC vendors converge at Embedded World 2026 as edge AI drives high-performance computing demand

Demand for high-performance embedded computing platforms is rising across sectors such as smart manufacturing, transportation, healthcare, and energy infrastructure, as GenAI and other...

Wednesday 4 March 2026

Chunghwa Telecom and Nokia deepen strategic partnership at MWC 2026

Chunghwa Telecom and Nokia signed a memorandum of understanding at the 2026 Mobile World Congress to deepen their strategic collaboration on AI-driven network optimisation, 5G-Advanced...

Wednesday 4 March 2026

Samsung launches 'Doubao phone' rival as Apple embraces Gemini AI agents

Samsung Electronics officially unveiled its Galaxy S26 flagship series at Galaxy Unpacked 2026 on February 25 in San Francisco. However, the real buzz in the tech community was not...

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