Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 18 May 2026

Oppo, Vivo keep telephoto lenses separate to protect margins

Oppo and Vivo are expanding their flagship Ultra models into overseas markets in 2026 as they upgrade operating systems, deepen cooperation...

Sunday 17 May 2026

Adlink bets on physical AI with robotics, healthcare, and semiconductors

Adlink Technology said on May 13 that edge AI demand continued to rise, helping the industrial PC maker deliver one of its strongest profit performances in recent quarters in the first...

Sunday 17 May 2026

Advantech charts five-year edge AI roadmap alongside CEO-to-chair transition plan

Advantech is deepening the integration of hardware and software for edge AI and is moving to unify its global partner conference with exhibition activities at COMPUTEX Taipei 2026...

Saturday 16 May 2026

AI server tracker: Rising server demand leads to high revenue growth for rail kit makers

Growing demand for AI is driving appetite for server components across cable connectors, cases, and rail kits. This wave has led most major Taiwanese players in the industry to record...

Friday 15 May 2026

TTI targets global ADC market with upstream next-gen linker and payload platforms

Taiwan-based Tripartite Therapeutics, Inc. (TTI) is positioning itself at the forefront of the global antibody-drug conjugate (ADC) race with a proprietary technology platform aimed...

Friday 15 May 2026

Fiber shortage deepens as orders for Chinese vendors extend to 2027

The global optical fiber market is shifting from a traditional telecom cycle into a new phase of structural shortage, driven by rapid AI infrastructure expansion and dense cloud data...

Friday 15 May 2026

AI servers squeeze ODM margins as consignment gains traction

As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also coming under pressure on their gross margins. To defend profitability, manufacturers...

Friday 15 May 2026

Memory maker Biwin reapplies for listing on Hong Kong Stock Exchange

Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock Exchange again, with Huatai Financial Holdings acting as the sole sponsor. The Chinese...

Friday 15 May 2026

AAEON sees rising orders as AI focus drives 2026 growth plan

AAEON Technology reported sustained demand growth and a rising book-to-bill ratio, signaling stronger momentum into the second quarter and second half of 2026. The industrial PC maker...

Friday 15 May 2026

Nvidia Vera Rubin issues reportedly cleared, supply chain eyes 3Q26 ramp

Market fears over Nvidia's next-generation Vera Rubin platform have eased after supply-chain sources said design issues tied to a cooling architecture change have largely been resolved...

Friday 15 May 2026

Auras says Nvidia Vera Rubin gold-plating change won't hit operations as revenue, profit jump

Auras Technology reported record first-quarter results and said it expects revenue and profit to grow quarter by quarter in 2026, dismissing market talk that a design tweak on Nvidia's...

Friday 15 May 2026

US clears Nvidia’s H200 for China, but Beijing can still say no

The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may...

Friday 15 May 2026

OpenAI and Apple partnership frays as legal threat looms

Tensions are escalating between OpenAI and Apple, threatening what was once seen as one of the most important alliances in the generative...

Friday 15 May 2026

Quanta hits record revenue but margin pays the price for AI server ramp

Quanta posted record revenue and earnings per share for the first quarter of 2026, but gross margin collapsed as the company absorbed costs tied to a rapid shift into high-priced GPU-based...

Friday 15 May 2026

Foxconn's operating profit jumps 63% as AI server scale offsets seasonal dip

Hon Hai Precision Industry (Foxconn) reported first-quarter 2026 consolidated revenue of NT$2.11 trillion (approximately US$66.95 billion), up 29.68% year over year but down 19% from...

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