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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 16 March 2026
Weekly news roundup: Memory crunch, AI supply chains, new manufacturing hubs
Below are the most-read DIGITIMES stories from the week of Mar 9-15, 2026:
Monday 16 March 2026
AI server tracker: AI server boom drives demand for PCB, CCL and interconnect suppliers
Spending by hyperscale cloud service providers (CSPs) is fueling expansion across the AI server supply chain, with demand spreading beyond processors and server assembly into board-level...
Monday 16 March 2026
Taiwan's science park formula, now available for export to US
For decades, Taiwan's government-backed science parks have been the quiet engine behind the world's most powerful semiconductor supply chain. They incubated chip giants, clustered...
Monday 16 March 2026
India roundup: A reality check of chipmaking dream
Despite semiconductor manufacturing facilities expected in 2026, India remains a small player in the global chipmaking industry, as it is reportedly considering further incentives.
Monday 16 March 2026
Aurotek's robotics pivot drives record revenue, targets double-digit growth
Aurotek Corp. reported record-high consolidated revenue for 2025 and projects double-digit growth for 2026, with its robotics segment contributing more than 10% of last year's sales...
Monday 16 March 2026
Global PMX shifts revenue mix toward semiconductor and medical businesses, projecting stronger profits in 2026
Global PMX released a positive outlook, identifying semiconductor- and AI-server-related businesses as its main future growth drivers, while signaling a gradual decline in its formerly...
Sunday 15 March 2026
Think like an octopus: Microchip COO makes the case for distributed edge AI
The AI industry's obsession with bigger, faster, and more powerful models may be solving the wrong problem — at least when it comes to the billions of devices operating at the...
Sunday 15 March 2026
Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years
Printed circuit board (PCB) giant Zhen Ding Technology recently held an earnings call where company chairman Charles Shen noted that customer demand across artificial intelligence...
Saturday 14 March 2026
AI server boom lifts WPG Holdings to record February revenue

Driven by surging AI computing and server demand, IC distributor WPG Holdings reported February 2026 revenue of NT$79.68 billion (approx...

Saturday 14 March 2026
Wah Lee sees record revenue in 1H26 driven by AI server orders, CCL substrate growth
Semiconductor materials and equipment supplier Wah Lee Industrial reported record-high cumulative revenue for the first two months of 2026, fueled by strong demand for artificial intelligence...
Saturday 14 March 2026
FedEx expands Taiwan hub to meet AI and semiconductor logistics surge
FedEx has officially launched its newly expanded transshipment center at Taoyuan International Airport, significantly boosting Taiwan's logistics capacity amid rising demand from the...
Saturday 14 March 2026
Samsung S26 sales in Taiwan rise 25%, 1TB model accounts for 15% of orders
Samsung Electronics' annual flagship Galaxy S26 series recently opened for pre-orders and began deliveries on March 13. Qi-meng Chen, general manager of Taiwan Samsung's mobile communications...
Saturday 14 March 2026
Taiwan braces for Section 301 probes after US Supreme Court ruling, leveraging prior pacts to cushion impact
The Office of the US Trade Representative (USTR) on March 11 launched investigations under Section 301 of the Trade Act of 1974 against 16 major trade partners, including China, the...
Friday 13 March 2026
Flytech extends momentum in Europe and US, evaluates key component substitution
Flytech surpassed NT$5 billion (approx. US$160 million) in 2025 revenue while improving margins, and plans to pivot from a hardware supplier toward a solutions and services provider...
Friday 13 March 2026
ByteDance's overseas chip play puts Washington in a bind
ByteDance, the Chinese technology company best known as the owner of TikTok, is seeking to secure large amounts of advanced artificial intelligence computing power outside China, underscoring...