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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 8 July 2026
Microsoft starts swapping OpenAI and Anthropic models for its own in apps

Microsoft is reportedly beginning to replace OpenAI and Anthropic models in its software with its own offerings, likely a strategic...

Wednesday 8 July 2026
AI server maker MiTAC gears up for stronger 2H26 with new capacity after 44.8% revenue jump

MiTAC is set to enter a new phase of growth in the second half of 2026 as new production facilities begin mass production, providing a meaningful...

Wednesday 8 July 2026
Wistron chair: AI demand remains strong as sovereign AI broadens global market

AI demand is expanding beyond the US as sovereign AI projects gain traction in more countries, Wistron chairman Simon Lin said, arguing...

Wednesday 8 July 2026
CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera
As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While...
Wednesday 8 July 2026
Inspur forecasts sharp first-half profit growth
Inspur Industry said its first-half profit is likely to rise sharply in 2026, reflecting stronger demand and improved execution as investors monitor developments across China's technology...
Wednesday 8 July 2026
Ennoconn hits record June revenue as AI and smart factory orders keep climbing

Ennoconn Technologies said its June 2026 revenue set a new high, with monthly, quarterly, and cumulative results all reaching record...

Wednesday 8 July 2026
Apple's first foldable reportedly enters production, but a record price and delayed sales loom
Apple's first foldable iPhone has entered production, according to reports from multiple Chinese supply-chain outlets, though the device may carry a record price tag and reach buyers...
Wednesday 8 July 2026
Microloops revenue hits record on cloud server cooling demand
Taiwan Microloops Corp. said July 6 that June revenue reached a record NT$503 million, up 52.41% from May and 29.30% from a year earlier, driven by stronger demand for AI server cooling...
Wednesday 8 July 2026
Sharp taps Foxconn for US$1.9 billion new-business push

Sharp is aiming for annual sales of JPY200 billion to JPY300 billion, roughly US$1.2 billion to US$1.9 billion, from a new group of...

Wednesday 8 July 2026
Genius Electronic Optical June sales rise as mobile phone price impact appears limited
Genius Electronic Optical (GSEO) reported consolidated revenue of NT$1.739 billion (approx. US$54.3 million) for June, up 6.77% from NT$1.629 billion in May.
Wednesday 8 July 2026
Foxconn chair: Two of four AI customer groups yet to reach full-scale demand

Speaking at the Taiwan Venture Capital and Private Equity Annual Conference on July 7, Foxconn Chairman Young Liu said demand for AI...

Wednesday 8 July 2026
Wistron sees AI demand holding up as sovereign AI gains traction
Skepticism about the durability of AI demand continues to surface, but the supply chain remains confident in the sector's outlook. Wistron chairman Simon Lin said on July 7 that internal...
Tuesday 7 July 2026
Exec pleads no guilty in Singapore over alleged smuggling of Nvidia chips to China

Alan Wei Zhaolun, an executive at Aperia Group, pleaded not guilty in a fraud case alleging that he and three others illegally misrepresented...

Tuesday 7 July 2026
AI servers and MacBook demand push Quanta revenue to new record

Strong AI demand lifted Quanta's revenue to a record high in June 2026 and pushed second-quarter sales to a new peak, with servers...

Tuesday 7 July 2026
US grid strain from AI power demand extends order boom for Taiwan equipment makers

A US emergency order to stabilize electricity supplies during an extreme heat wave has underscored a deepening structural imbalance...