Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 11 May 2026

APLEX forecasts charging-station shipments as medical business ramps in 2027

APLEX Technology said it secured a charging-pile order from a leading US customer and expected mass production shipments in the fourth quarter, while medical product trials with a...

Monday 11 May 2026

Lite-On posts 25% year-on-year revenue jump in April on AI power and BBU demand

Lite-On Technology reported April consolidated revenue of NT$16.7 billion (US$530 million), up 1% from March and 25% from a year earlier, marking the company's highest monthly intake...

Monday 11 May 2026

Gigabyte's Giga Computing bets on South Korea's sovereign AI boom

Gigabyte Technology subsidiary Giga Computing is expanding aggressively in South Korea, positioning itself to benefit from a surge in demand...

Monday 11 May 2026

Nvidia backs IREN in 5GW AI infrastructure push tied to US$2.1 billion stake

Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership...

Monday 11 May 2026

India roundup: India accelerates semiconductor and display ambitions with new approvals, AI infrastructure expansion

India is advancing its electronics and semiconductor manufacturing strategy through new approvals...

Sunday 10 May 2026

Samsung boosts Galaxy S26 Ultra, A17 output as Q2 slowdown looms

Samsung Electronics has reportedly raised its May production plans for the Galaxy S26 series, with the Galaxy S26 Ultra leading the increase as demand for the company's premium smartphones...

Saturday 9 May 2026

Wistron profit triples on server surge, AI demand seen robust

Wistron reported a sharp first-quarter rebound, with consolidated revenue of NT$846.3 billion and net profit of NT$9.631 billion, driven by a surge in server shipments that accounted...

Saturday 9 May 2026

EU’s new cyber rules are forcing a shift from AI hype to human-led defense

At CYBERSEC 2026 in Taiwan, cybersecurity vendors are moving beyond single-product performance and focusing instead on operational resilience — helping enterprises maintain business...

Saturday 9 May 2026

Global semiconductor market faces shortages as AI demand strains supply chains

Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial...

Saturday 9 May 2026

Wiwynn shifts memory purchases as component costs pressure ODM margins

Rising prices for key components, including memory and processors, are increasing working-capital pressure on server original design manufacturers (ODMs) while also weighing on gross...

Friday 8 May 2026

US president considers inviting Nvidia and other CEOs to China trade talks

CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump's visit to China next week. Along with the...

Friday 8 May 2026

Nvidia, Corning lock in US AI optics expansion with new fiber plants

Nvidia and Corning are expanding their partnership in a move that underscores how the artificial intelligence infrastructure race is rapidly shifting beyond GPUs and into optical connectivity,...

Friday 8 May 2026

Inside Nvidia's high-stakes bet on next-generation AI cooling

One of the most closely watched developments in the AI server industry in recent weeks has been reported changes to the cooling architecture...

Friday 8 May 2026

Coherent order backlog reaches 2030: 1.6T optics and 6-inch InP capacity accelerate

Driven by surging AI computing demand and the industry-wide shift toward higher-bandwidth, lower-power network infrastructure, optical communications company Coherent Corp. says customer...

Friday 8 May 2026

Compal partners with Verda to supply liquid-cooled GPU servers for sovereign AI deployments

Compal formed a strategic partnership with European AI cloud provider Verda to accelerate deployment of next-generation AI infrastructure across Europe and the Asia-Pacific region,...

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