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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 2 January 2026
Budget impasse halts Taiwan's first quantum-classical hybrid platform, undermining computing sovereignty
Taiwan's push to build strategic AI, robotics, and quantum computing infrastructure is facing delays after the National Science and Technology Council's (NSTC) NT$10.85 billion (approx...
Friday 2 January 2026
Power supply chain weighs price hikes, long-term contracts as copper price increases
In the midst of the global energy transition, expanding AI infrastructure, and rising electricity demand, international copper prices have recently remained at high levels, bringing...
Friday 2 January 2026
Smartphones and notebook prices could increase as memory lead times extend
Demand for high-bandwidth memory (HBM) is crowding out production capacity for consumer memory. Despite capacity expansions by major memory makers, including Micron, Samsung, and...
Friday 2 January 2026
Chunghwa Telecom upgrades certificate governance, applies for Chrome root trust list
Chunghwa Telecom (CHT) announced on December 31, 2025, that its CHT Trust Root CA has completed a six-month systematic overhaul and top-level comprehensive review, achieving an organizational...
Friday 2 January 2026
South Korea's quantum equipment makers anticipate major orders as data centers adopt QPU
As quantum technology, one of South Korea's national strategic technologies, gradually shifts from government-led R&D to the private sector, growing AI computing workloads have...
Friday 2 January 2026
Edge AI poised for commercial breakthrough in 2026, driving industrial PC market shifts
As artificial intelligence (AI) moves beyond its infrastructure build-out phase, the industrial PC (IPC) sector anticipates 2026 as a key year for scaling AI from centralized cloud...
Friday 2 January 2026
Galaxy S26 mirror predecessor specs, sparking Samsung's cost-cutting strategy debate
Samsung Electronics' 2026 spring flagship smartphones, the Galaxy S26/S26 Plus, are rumored to feature specifications similar to those of the previous generation. Analysts have revealed...
Thursday 1 January 2026
AI competition moves beyond LLMs into distribution and hardware channels
As frontier AI models reach practical usability, competition is shifting from incremental improvements in model performance to a broader battle over distribution, application integration,...
Thursday 1 January 2026
2026 AI server demand tied to profitable AI as unmonetizable projects stall
As AI adoption accelerates, global and US economies in 2025 have been increasingly driven by technology companies' investments in AI infrastructure. Analysts warn that next year's...
Wednesday 31 December 2025
Taiwan smartphone market steady in 2025 despite challenges, AI phones drive growth
Taiwan's smartphone market shipped around 5 million units in 2025, remaining stable despite factors like high market penetration, longer replacement cycles, and inflation, according...
Wednesday 31 December 2025
Foxconn's FIH Mobile may start new smartphone product development in Vietnam by 2026
Under ongoing geopolitical risks and rising tariff barriers, Foxconn Technology Group's smartphone assembler FIH Mobile plans to shift part of its new product introduction (NPI) operations...
Wednesday 31 December 2025
Top tech topics in 2025 (2): turbulent year for end-device and downstream applications
2025 proved turbulent for downstream applications and end-user devices. Tariffs and geopolitical tensions dominated the first half, while AI gained momentum later in the year. Global...
Wednesday 31 December 2025
Ericsson forecasts 5G to surpass 4G in 2027; Taiwan nears 2 years of 5G SA rollout
Global 5G penetration is expected to overtake 4G in 2027 to become the dominant network technology, according to the latest Mobility Report from Ericsson. In addition to this pivotal...
Wednesday 31 December 2025
Weblink bets on memory price surge and AI server boom for double-digit growth in 2026
Taiwan-based tech products distributor Weblink International is riding a surge in memory prices and robust demand for AI servers, positioning the company for strong growth in 2026...
Wednesday 31 December 2025
Taipower chairman calls for AI data centers near power sources as demand surges
The rapid expansion of AI data centers is triggering unprecedented electricity demand, placing Taiwan's power grid under growing strain. Taiwan Power Company (Taipower) Chairman Wen-sheng...