Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 10 August 2026

Nvidia invests up to US$3B in Lancium as energy becomes new AI bottleneck

Nvidia will reportedly invest US$2 billion into energy technology and infrastructure developer Lancium, which is building the Stargate data center campus in Texas. This deal illustrates...

Monday 10 August 2026

Chenbro stays bullish on AI demand, flags seven indicators to watch in 2H26

Chenbro CEO Corona Chen said the company's July 2026 revenue experienced some fluctuations due to shipment scheduling, shipping logistics, and the timing of revenue recognition.

Monday 10 August 2026

FCC 26-50 extends US tech controls to chips, optical transceivers and supply-chain origins

US technology controls are reaching deeper into communications supply chains. Under FCC 26-50, the Federal Communications Commission...

Monday 10 August 2026

Apple tests CXMT memory chips as shortage, price pressures persist

Apple has tested DRAM from China's ChangXin Memory Technologies in iPhone and MacBook products as AI-driven memory shortages and rising...

Monday 10 August 2026

Interview: Nvidia sees Taiwan as more than an assembler — an engineering partner

Taiwan's role in the global AI supply chain is shifting from manufacturing toward engineering, Nvidia networking senior vice president...

Monday 10 August 2026

King Slide confident in next 3 years, aiming for US production in September

Taiwanese server rail manufacturer King Slide expressed strong confidence in its operations for the second half of the year and the next three years, following the release of its second-quarter...

Monday 10 August 2026

LinkCom sees order visibility into early 2027 as delayed client pull-ins weigh on sales

LinkCom Manufacturing said its July revenue fell from a year earlier because tight supplies of memory, passive components, and other key parts pushed up prices and prompted some networking...

Monday 10 August 2026

India roundup: Chip push broadens as localization and capacity remain works in progress

India is accelerating its bid to build a broader semiconductor and electronics ecosystem, combining new packaging capacity, longer-term tax incentives and deeper localization with...

Monday 10 August 2026

Winmate revenue rises as defense and edge AI orders gain momentum

Industrial PC maker Winmate said second-quarter revenue rose sharply as demand from defense, marine, and edge AI applications strengthened,...

Sunday 9 August 2026

WT Micro sees AI data centers and communications reaching 70% of revenue, with growth extending into 2027

WT Microelectronics (WT Micro) posted record revenue and profit in the second quarter of 2026, supported by strong AI momentum and better-than-expected demand from the automotive and...

Sunday 9 August 2026

Rohm sees AI server demand lift first-quarter profit 4,825%

Rohm Semiconductor reported sharply higher first-quarter results on August 5, 2026, as recovering demand for automotive power semiconductors and strong AI-linked data center business...

Sunday 9 August 2026

Innodisk posts record second quarter profit on AI and memory demand

Innodisk reported record second-quarter 2026 results as surging memory prices and artificial intelligence demand lifted profit, revenue, and margins. The memory module maker said quarterly...

Saturday 8 August 2026

Quanta posts second-highest monthly revenue as notebook shipments plunge 38%

Quanta Computer posted its second-highest monthly revenue on record in July, as strong AI server demand sustained growth even as notebook shipments fell nearly 38% from June.

Saturday 8 August 2026

Compeq says satellite and data center orders will drive second-half growth

Compeq Manufacturing said on August 6 that satellite and data center demand helped lift second-quarter performance, with revenue reaching a record for the period and management expecting...

Saturday 8 August 2026

Interview: Lightmatter maps CPO future with Nvidia NVLink, Taiwan supply chain

The 2026 OCP APAC Summit will take place in Taipei on August 11-12. Ahead of the event, Lightmatter founder and CEO Nicholas Harris spoke exclusively with DIGITIMES about the company's...

1/1873 pages