Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 7 July 2026

AI's bottleneck has shifted from chips to infrastructure — China plans it centrally, US fights it out locally

The cancellation of Blackstone-owned QTS' planned Digital Gateway data center project in Virginia underscores a new challenge for the...

Tuesday 7 July 2026

Samsung's Q2 operating profit rockets 1,810% YoY, overtakes NVIDIA as tech's most profitable company for the quarter

Samsung Electronics' preliminary second-quarter results show operating profit of KRW89.4 trillion (about US$58.4 billion) — a record high that not only dwarfs the company's own...

Tuesday 7 July 2026

AI phones could exceed half of smartphone shipments by 2027 as costs rise

The smartphone market is facing cost pressure in 2026 as rising prices for memory and other upstream components lift handset costs. Brands are responding by increasing phone prices...

Tuesday 7 July 2026

Taiwan pushes care robots as eldercare shortages expose legal gaps

Taiwan is accelerating efforts to bring care robots into eldercare as labor shortages deepen, while lawmakers and regulators continue to debate how the devices should be classified...

Tuesday 7 July 2026

BBU demand lifts Taiwanese battery module makers as AI server adoption expands

Battery backup (BBU) module demand from AI servers continued to rise in June, supporting revenue growth at Taiwanese suppliers AES-KY, Simplo Technology and STL. These companies have...

Tuesday 7 July 2026

SK data center bet sets sights on intelligence exports

South Korea is moving to position itself as an exporter of "intelligence" rather than just the chips and equipment that go into building...

Tuesday 7 July 2026

6G base stations to become AI computing nodes, boosting advanced packaging demand

While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.

Tuesday 7 July 2026

AI and robots force an auto industry reckoning: gradual gains, or all-out disruption

AI and robotics are moving from pilot projects to factory floors worldwide, but adoption remains uneven. Humanoid robots draw the headlines,...

Monday 6 July 2026

Taiwan drone makers gain as Europe focuses on trust and supply chain resilience

Global drone demand continues to heat up, and Taiwanese manufacturers are aggressively expanding overseas. Industry players say the market's most urgent focus has shifted from price...

Monday 6 July 2026

Foxconn posts NT$821.8 billion June revenue as AI momentum stays strong

Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance...

Monday 6 July 2026

Apple price hikes spur brisk used-device trading

Apple's recent price increases for Mac and iPad products are rapidly spilling into the used-device market, as consumers turn to refurbished...

Monday 6 July 2026

South Korea lines up US$204 billion Yeongnam manufacturing push

South Korean conglomerates will invest a combined KRW312 trillion (approx. US$203.6 billion) in the Yeongnam region, as the government...

Monday 6 July 2026

Exclusive: AWS's ASIC shipment hike drives demand upside for Taiwan suppliers

Amazon Web Services has told its server supply chain partners to raise shipment volumes for the third quarter of 2026, according to...

Monday 6 July 2026

Apple's foldable phone could lift foldable market momentum

Apple's first foldable phone is expected to sharpen competition with Samsung Electronics and Huawei, boost global shipments, and lift average selling prices. The device has yet to...

Monday 6 July 2026

Foldable phone market braces for second-half launch wave

The foldable phone market is set for a busy second half as Samsung, Huawei, Apple, and Chinese rivals line up new models. Wider launches, higher prices, and fresh designs could lift...

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