Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 14 July 2026

Column: Physical AI's rivalry shifts from companies to states

At the Humanoids Summit in Tokyo at the end of May 2026, a conference that had originally focused on technology and commercialization...

Monday 13 July 2026

Trump admin reportedly urged Apple to procure chips from Intel in exchange for dropping tariffs

Reports have emerged that Apple may have managed to avoid 100% tariffs imposed by US President Donald Trump, partly by agreeing to...

Monday 13 July 2026

Pegatron June revenue rose 15.9% on server shipments and AI expansion

Pegatron reported June revenue of NT$91.296 billion (US$28.43 billion), up 15.9% year over year and down 4.9% from May, as shipments increased on the gradual rollout of its new server...

Monday 13 July 2026

Nvidia's HVDC shift could reshape data center power chains worldwide

Nvidia's move toward high-voltage direct current (HVDC) power systems for artificial intelligence (AI) data centers could alter how global servers are built and powered. The shift...

Monday 13 July 2026

Acer posts 13-year second-quarter revenue high on PC and diversified growth

Acer reported June consolidated revenue of NT$27.818 billion (US$864.8 million), up 6.3% from May, as the Taiwanese PC maker posted its strongest second-quarter revenue in 13 years...

Monday 13 July 2026

AI buildouts accelerate MLCC shortages; Taiwan firms eye 2H26 spillover orders

As AI server supply chains move into the component stocking phase, the market for high-end passive components has heated up sharply, with tight supply of multilayer ceramic capacitors...

Monday 13 July 2026

Trio revenue rises on AI server battery backup demand in June

Trio Technology said June 2026 revenue rebounded on stronger stocking demand for battery backup units used in AI servers, even as the broader second quarter remained pressured by tight...

Monday 13 July 2026

Largan ramps variable aperture lens in 3Q as smartphone demand rebounds

Optical leader Largan Precision said on July 9 that customer demand for new smartphones is picking up in the second half, while Chairman En-Ping Lin highlighted that strong technology...

Sunday 12 July 2026

SmartSens targets 2027 commercialization of Micro LED optical interconnects for AI infrastructure

The rapid expansion of AI servers and large language models (LLMs) is driving unprecedented demand for data center computing, making high-speed interconnect technologies one of the...

Sunday 12 July 2026

InP supply crunch leaves South Korea exposed

Coherent has agreed to prepay AXT US$22.3 million under a three-year agreement for committed 6-inch indium phosphide substrate capacity, showing how buyers are moving to reserve future...

Saturday 11 July 2026

Flytech lifts second-quarter revenue 38% on box PC and POS demand

Flytech Technology reported stronger June 2026 and second-quarter revenue as demand in the Americas and the commercial computing market continued to support shipments. The industrial...

Friday 10 July 2026

China recovers Long March 10B booster in reusable rocket milestone

China marked a major step in rocket reusability on July 10, 2026, after successfully recovering the first-stage booster of its Long March 10B rocket following an orbital launch mis...

Friday 10 July 2026

Apple iPhone 18 Pro Max BOM could jump US$300 as memory costs soar

New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly...

Friday 10 July 2026

Smartphone financing set to cover 42% of India sales in 2026

India's smartphone buyers are increasingly turning to financing, a shift that could shape device sales patterns in other price-sensitive...

Friday 10 July 2026

Asus June revenue tops NT$100 billion as AI servers drive growth outlook

Asus reported June 2026 group revenue of NT$106.72 billion (US$3.3 billion), crossing the NT$100 billion threshold for the first time, as strong demand for AI servers continued to...

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