CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 2 November 2026
Lite-On reports record third-quarter profit as AI revenue exceeds 30%
Lite-On Technology reported record net profit for the third quarter of 2026 as demand for AI infrastructure boosted its cloud and power businesses. The Taiwanese electronics supplier...
Monday 2 November 2026
Nvidia's Korea robotics push gains ground as LG starts data factory operations
Nvidia's robotics partnerships in South Korea are moving beyond initial agreements, with LG Electronics beginning partial operations at its robot-training Data Factory and LG Innotek...
Sunday 1 November 2026
TWM's BNPL users rise 49.9% as Taiwan targets gig-worker demand
Taiwan Mobile (TWM) said its buy now, pay later (BNPL) service is expanding beyond e-commerce checkout to travel, pet care, and other consumer scenarios, driven by the growth of atypical...
Saturday 31 October 2026
Global smartphone shipments fall 14% as brands launch more 5G models
Global smartphone shipments fell an estimated 14% year-over-year in the first three quarters of 2026, even as the number of new 5G smartphone models rose 18.4%, according to DIGITIMES...
Saturday 31 October 2026
MediaTek raises ASIC outlook as fourth-quarter revenue could jump 32%
MediaTek reported third-quarter 2026 revenue of NT$168.06 billion (US$5.17 billion), up 10.4% quarter-over-quarter (QoQ) and 18.3% year-over-year, and projected fourth-quarter revenue...
Saturday 31 October 2026
Renesas expands AI data center capacity, targets 33.2% margin in 2026
Japan’s Renesas Electronics expects strong demand for AI data centers, industrial applications, and automotive semiconductors to drive 2026 revenue to JPY1.6668 trillion (US$10.55...
Saturday 31 October 2026
DIGITIMES Insight: Arm extends from IP licensing to server CPU products, with strong growth potential in China
Arm is expanding its business model from licensing Neoverse core IP and compute subsystem (CSS) technologies to selling finished server CPUs for artificial general intelligence (AGI)...
Saturday 31 October 2026
Interview: Why this Taiwan mmWave maker chose to sidestep SpaceX and look to niche markets for demand
Millimeter-wave (mmWave) technology was previously used mainly in military and aerospace applications, where costs were extremely high. Now, as high-frequency communications and non-terrestrial...
Friday 30 October 2026
Foxconn, Nvidia target eight-week AI factory deployment as Vera Rubin pushes infrastructure complexity
Foxconn and Nvidia took center stage at Hon Hai Tech Day 2026 (HHTD 26) on October 30, showcasing their latest collaboration in AI infrastructure, including Nvidia's newly unveiled...
Friday 30 October 2026
Realtek targets 30% AI revenue share by 2030
Realtek Semiconductor quantified its AI business for the first time at an investor conference on October 29, setting a target for high-performance computing (HPC) and edge AI revenue—including...
Friday 30 October 2026
Eutelsat eyes EUR10B revenue from IRIS2 as EU seeks homegrown answer to Starlink
Eutelsat said that it predicts at least EUR10 billion (US$11.2 billion) in revenue from 2032 to 2040 as it leads the EU's low Earth orbit (LEO) network initiative IRIS2. The European...
Friday 30 October 2026
Google, Foxconn aims to cut AI infrastructure deployment to six months
Google is deepening its strategic partnership with Foxconn to accelerate AI infrastructure deployment, aiming to cut the time from chip supply to data-center deployment from the traditional...
Friday 30 October 2026
Foxconn, TECO showcase factory-built infrastructure for AI data center expansion
Hon Hai (Foxconn) and TECO Electric & Machinery showcased a jointly developed modular data center at Hon Hai Tech Day 2026, highlighting a factory-built approach to AI infrastructure...
Friday 30 October 2026
Foxconn argues it is more than a box mover in AI hardware
Foxconn chairman Young Liu said the company's core strengths are processing capabilities and vertical integration, as the manufacturer seeks to move beyond its long-standing image...
Friday 30 October 2026
HyperAccel, Rebellions look beyond chips to AI data center systems
South Korean AI chip developers HyperAccel and Rebellions are moving beyond standalone accelerators to develop integrated data center systems, seeking to combine domestic processors,...