Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 16 January 2026

Quanta's Yang sees triple-digit growth in 2026, no bubble concerns

Quanta Computer Executive Vice President and Quanta Cloud Technology President Mike Yang said on January 15 that the company's AI business...

Friday 16 January 2026

Taiwanese server supply chains in Mexico pivot to ASEAN as ASIC assembly boom

Following the US announcement of reciprocal tariffs in 2025, Taiwanese electronic manufacturing services (EMS) companies operating server assembly plants in Mexico are adjusting their...

Friday 16 January 2026

US data center growth strains electric grid, prompting proposed outages and industry pushback

The rapid expansion of data centers in the US is placing significant strain on the electric grid, prompting grid operators in multiple states to propose temporary power outages for...

Friday 16 January 2026

Tesla CEO reveals China's AI edge as xAI sparks US data center power race

According to Business Insider, Elon Musk, CEO of Tesla and founder of xAI, recently highlighted China's dominant position in AI computing power during a podcast, warning that...

Friday 16 January 2026

Foxconn holds the hardware keys to Apple's AI strategy

As Apple brings the Gemini model into the core architecture of Apple Intelligence, market focus has shifted to how this move will reshape the company's hardware investment strategy...

Friday 16 January 2026

Taiwan launches Smart Robot Research Center to advance everyday service robotics

The rapid evolution of robots with stable gait and agile manipulation—spotlighted at CES 2026—signals that robots integrated into daily life are moving from vision to reality...

Friday 16 January 2026

AI's next bottleneck: Power infrastructure in Taiwan

At CES 2026, physical AI emerged as a central theme as real-world deployments gathered pace. Industry discussions shifted away from isolated performance metrics toward system-level...

Friday 16 January 2026

Memory supply shortage to boost secondhand smartphone market growth

The ongoing memory supply shortage is impacting overall smartphone shipments, with no immediate resolution in sight. Market forecasts predict a decline in global smartphone demand...

Thursday 15 January 2026

Taiwan OTT growth stalls with viewership and subscriptions dropping, NCC reports

The National Communications Commission (NCC) recently released its Communications Market Report, revealing that Taiwan's over-the-top (OTT) streaming service market has shown signs...

Thursday 15 January 2026

Taiwan's top teleco trio's steady 2025 growth beat expectations

Taiwan's telecom market continued gradual growth in 2025 despite high penetration rates, with the top three operators—Chunghwa Telecom (CHT), Taiwan Mobile (TWM), and Far EasTone...

Thursday 15 January 2026

Exclusive: T-Glass shortage ripples through memory and advanced packaging markets

The global memory industry is confronting a growing capacity crunch, one that is increasingly rippling upstream to a shortage of glass...

Thursday 15 January 2026

Feeder line capacity emerges as critical battleground in global energy and tech race

As the world's focus shifts to energy transition, electricity is transforming from a basic utility into a strategic asset shaped by grid feeder line capacity. This emerging constraint...

Thursday 15 January 2026

Apple fully embraces Google Gemini, ends mobile AI battle?

Apple and Google have confirmed a new level of collaboration on AI this week. Following earlier cooperation using Google's TPU hardware, Apple will now base its future AI development...

Wednesday 14 January 2026

Gold Circuit Electronics sees record revenue on ASIC server orders, plans Taiwan expansion

PCB manufacturer Gold Circuit Electronics (GCE) posted a record-high full-year consolidated revenue in 2025, surging more than 50% year-over-year, driven by a ramp-up in ASIC server...

Wednesday 14 January 2026

SK Hynix reportedly trims consumer memory, shifts focus to servers

Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin...

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