Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 23 January 2026

Lip-Bu Tan faces Intel's first real bottleneck of the AI era

Intel outlined an increasingly AI-centric roadmap across client PCs, data centers, and manufacturing. Still, executives cautioned that tight supply and early-stage foundry ramps continue...

Friday 23 January 2026

HBF likely overtaking HBM market by 2038 as commercialization speeds up

High-Bandwidth Flash (HBF) is likely to reach commercialization sooner than previously expected and could become a key technology supporting...

Friday 23 January 2026

Chunghwa Telecom partners with SES to build North Asia's first O3b MEO ground station in Taiwan

Chunghwa Telecom (CHT) signed a memorandum of understanding (MOU) on January 21, 2026, with Luxembourg-based medium Earth orbit (MEO) satellite operator SES to establish North Asia's...

Thursday 22 January 2026

China rolls out trade-in subsidies again to support ICT device sales

Despite forecasts of a decline in sales of ICT products, including smartphones and notebooks, by 2026 due to memory supply shortages, China is introducing new purchase subsidies to...

Thursday 22 January 2026

Rapidtek's Black Kite-1 signals Taiwan's push into global low-orbit communications

Rapidtek's 8U IoT CubeSat, Black Kite-1, has successfully established stable communications with multiple overseas ground stations since entering orbit, completing its first cross-regional...

Thursday 22 January 2026

Nvidia overtakes Apple as TSMC's largest customer

Nvidia CEO Jensen Huang said rising demand for AI computing has pushed the company past Apple to become the largest customer of Taiwan...

Thursday 22 January 2026

Humanoid robot installations rise sharply in 2025, Chinese firms lead market ahead of Tesla

The humanoid robot industry experienced notable commercial growth in 2025, with an annual increase of 16,000 new units installed worldwide, according to reports from multiple research...

Thursday 22 January 2026

Taiwan advances second-phase quantum strategy, betting on hybrid computing and global partnerships

Taiwan's government is moving its quantum technology development program into a second phase, centered on building a national-level heterogeneous hybrid computing platform that integrates...

Thursday 22 January 2026

EMS watch: Taiwanese EMS/ODMs dominate global rankings as 2025 revenue set to surge, DIGITIMES estimates

Taiwanese electronics manufacturing services (EMS) and original design manufacturing (ODM) companies continue to dominate the global industry, with combined revenues of the world's...

Thursday 22 January 2026

SAS chair warns challenges ahead for Taiwan-US industries, unveils new wafer and green energy strategy

Sino-American Silicon Products (SAS) chairwoman Doris Hsu emphasized power supply issues affecting Taiwan-US industry expansion, including Taiwan's green energy shortages and US AI...

Thursday 22 January 2026

Commentary: China's NPI edge comes under pressure

Geopolitical uncertainty shows little sign of easing, driving continued adjustments across the global consumer electronics supply chain. In manufacturing, the industry is moving beyond...

Thursday 22 January 2026

Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk

2026 is shaping up as a breakout year for cloud application-specific integrated circuit (ASIC) shipments. Not only has Broadcom secured mass production projects with multiple major...

Thursday 22 January 2026

Google's TPU strategy said to give Inventec larger role in AI server manufacturing

Servers built around custom AI chips, known as application-specific integrated circuits (ASICs), have emerged as a focal point of the...

Thursday 22 January 2026

EMS watch: The year AI servers broke the EMS rankings

The global electronics manufacturing services (EMS) and original design manufacturing (ODM) sector posted significant revenue growth in 2025, fueled primarily by expanding generative...

Wednesday 21 January 2026

Fortune Electric sees tailwinds from lower US tariffs and rising AI data center demand

Following the easing of US reciprocal tariffs to 15%, Taiwan's Fortune Electric is seeing meaningful relief in cost pressures while accelerating growth driven by robust demand from...

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