Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 15 April 2026

Southern Taiwan Science Park eyes US$94 billion on AI tailwinds

Riding the artificial intelligence (AI) boom and strong demand for advanced semiconductor processes, the Southern Taiwan Science Park (STSP) posted record-high revenue of NT$2.97 trillion...

Wednesday 15 April 2026

CyberTAN post strong 1Q26 growth on improved product mix

CyberTAN, a networking hardware maker, reported strong revenue growth in March 2026, supported by a stronger product mix and solid shipment contributions. Consolidated revenue reached...

Wednesday 15 April 2026

Cooling fan makers remain optimistic about 2026 operations

Record revenues and aggressive liquid-cooling rollouts at leading fan makers signal shifting global demand, with server and automotive needs underpinning growth while consumer-linked...

Wednesday 15 April 2026

Taiwan cooling suppliers post record March revenue as AI demand lifts liquid cooling

Taiwan's leading thermal solution providers reported record revenue in March 2026, as AI-driven demand extended into general-purpose servers...

Wednesday 15 April 2026

Nanya Technology predicts DRAM price surge in 2Q26 as private equity boosts growth

Despite recent softening in the DRAM spot market, Nanya Technology president Pei-Ing Lee said DRAM prices will rise by the "tens of percentage points" in the second quarter of 2026...

Wednesday 15 April 2026

Nvidia's RISC-V push shapes cloud AI's three-way architecture race

Nvidia recently joined the Series G funding round of SiFive, a leading RISC-V chip IP provider. Although Nvidia was one among many investors and the round raised about US$400 million,...

Wednesday 15 April 2026

AI shifts work from execution to judgment as agents move into production

Artificial intelligence (AI) agents are moving into real-world deployment across industries, automating routine workflows and pushing...

Tuesday 14 April 2026

Sovereign AI drives CSPs and telcos toward decentralized architectures for monetization

At the recently concluded GITEX AI Asia conference, executives from Nokia, AI chip innovator Blaize, and Indonesian telecom provider Datacomm discussed the evolution of AI infrastructure...

Tuesday 14 April 2026

Vietnam-China talks target energy security, telecom, infrastructure deals

Vietnamese Communist Party General Secretary and State President To Lam will pay a state visit to China from April 14-17, where he is set...

Tuesday 14 April 2026

Microsoft plans Copilot overhaul with OpenClaw-like agentic features to win over enterprise clients

Microsoft is developing new OpenClaw-like features for its AI assistant Copilot, according to The Information. The updated tool would be targeted at enterprise customers as...

Tuesday 14 April 2026

Apple increased foldable display inventory by 20% ahead of iPhone Fold launch

Despite slowing growth in the foldable smartphone market, Apple has reportedly increased its foldable display panel inventory by 20% for its first foldable phone, the iPhone Fold,...

Tuesday 14 April 2026

Huawei backs optical chip push through photonics supplier investment

AI data centre and high-speed computing demand are pushing optical communications and photonic chips into focus, as data transmission bottlenecks reinforce the strategic role of photonics...

Tuesday 14 April 2026

Winmate shifts to AI platform with defense and edge computing as dual engines

Winmate's focus on edge AI and defense markets could reshape its global footprint, promising higher-margin sales and expanded production in Europe, the US, Japan, and Thailand. Customers...

Tuesday 14 April 2026

March 2026 revenue for ODM/EMS surged on back of AI server demand

Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond...

Tuesday 14 April 2026

Asus exceeds expectations with 2x server revenue and growing notebook shipments

Asus has recently unveiled two major surprises in its business outlook. According to supply chain sources, the company's newly set internal targets for 2026 notebook shipments and...

3/1801 pages