Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 12 August 2026

MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027

The use of optical communications in cloud AI data-center interconnect architectures is rising sharply, and Taiwan IC design firms including MediaTek, Realtek Semiconductor, Himax...

Wednesday 12 August 2026

Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs

Foxconn will hold its second quarter 2026 earnings call on the afternoon of August 12, as AI racks continue to ship and July consolidated revenue topped NT$900 billion (approx. US$27.9...

Wednesday 12 August 2026

OCP APAC 2026: Nvidia, Broadcom diverge on how to scale AI networks beyond the rack

Nvidia and Broadcom outlined different paths for scaling AI networks at the OCP APAC Summit in Taipei on Aug. 11, as clusters expand from rack-scale systems to entire data centers...

Wednesday 12 August 2026

Supermicro defends margin outlook and order quality amid analyst scrutiny

Supermicro executives fielded a wave of questions from Wall Street analysts following the company's fourth-quarter and full-year fiscal 2026 earnings report. Much of the discussion...

Wednesday 12 August 2026

CoreWeave accelerates power expansion as AI infrastructure demand surges

CoreWeave reported second-quarter fiscal 2026 revenue of US$2.6 billion, up 112% year-over-year and 24% sequentially, and raised its full-year outlook as demand for its AI cloud infrastructure...

Wednesday 12 August 2026

IBM, Together AI plan large-scale Nvidia cluster on IBM Cloud

IBM and Together AI have announced a collaboration to deploy a dedicated Nvidia-powered inference cluster on IBM Cloud, a move that...

Wednesday 12 August 2026

Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing

Lumentum Holdings closed its fiscal 2026 with a fourth-quarter revenue surge that underscores the centrality of optical components to the AI data center buildout, even as a large one-time...

Wednesday 12 August 2026

CoreWeave's revenue more than doubles as US$104 billion backlog tests its ability to build fast enough

CoreWeave's second-quarter results showed the AI cloud provider converting demand into revenue faster, even as its widening net loss and ballooning capital spending underline the central...

Wednesday 12 August 2026

Supermicro's margin rebound and bullish outlook ease investor doubts on AI server orders

Supermicro posted a sharp gross-margin recovery and issued fiscal 2027 revenue guidance well above Wall Street's expectations, addressing...

Wednesday 12 August 2026

Synnex sees strong growth in value-added commercial IT, semiconductors

AI-driven enterprise procurement and a consumer shift toward higher-end products lifted Synnex Technology International's revenue and profit in the second quarter of 2026, with profit...

Wednesday 12 August 2026

AI server tracker: King Slide, Quanta and AIC lead July growth

July revenue trends across Taiwan's server supply chain remained broadly positive year over year, although sequential performance varied...

Wednesday 12 August 2026

Compal doubles AI server capacity, targets 30–40% revenue share by 2027

Compal officially opened its Daxi AI server manufacturing center on August 11, bringing new-generation AI server production capacity...

Wednesday 12 August 2026

Hyundai Motor Group's robot push could reshape South Korea's industrial competition

Hyundai Motor Group is accelerating its "Physical AI+" robot strategy, with Saemangeum in North Jeolla Province set to become its main...

Wednesday 12 August 2026

Apple presses Samsung Display and LG Display for lower iPhone 18 OLED prices

Apple has asked Samsung Display and LG Display to sharply reduce OLED panel prices for the iPhone 18 as it works to offset rising production costs, according to South Korean media...

Wednesday 12 August 2026

Samsung to add 1 million Galaxy Z Fold8 units as foldable demand surges

Samsung Electronics will increase production of the Galaxy Z Fold8 by 1 million units in 2026 after strong preorder demand for its...

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