Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 21 April 2026

Vivo boosts high-end lineup in Taiwan, aiming for 40% sales growth with new X300 series phones

Vivo unveiled its latest mobile lineup for Taiwan at its annual launch event on April 16, including the flagship X300 Ultra and X300 FE smartphones, alongside accessories such as teleconverter...

Monday 20 April 2026

Memory and raw materials' increased prices weigh on smartphone panels in 2Q26

Entering the second quarter of 2026, the smartphone panel market continues to carry the weak momentum carried over from the first quarter of 2026. As memory prices rise further alongside...

Monday 20 April 2026

AI boom lifts Taiwan's chip testing firms to record 1Q26

As artificial intelligence chips increasingly migrate to advanced manufacturing nodes, the complexity — and duration — of semiconductor testing is rising sharply. That...

Monday 20 April 2026

India's smartphone shipments fall 3% amid cost pressures and weak demand

India's smartphone shipments fell 3% year-on-year in the first quarter of 2026, signaling strain across global supply chains and consumer markets as rising component costs and sluggish...

Monday 20 April 2026

Brands boost wearable device sales to offset smartphone shipment pressure

Rising prices for key upstream components such as memory have dampened global smartphone shipments, prompting brands to boost memory inventory, raise the share of mid- to high-end...

Monday 20 April 2026

Taiwan's Homeplus turns to free streaming to tap FAST TV growth as OTT market saturates

Taiwan's leading cable TV operator, Homeplus Digital, has entered the free ad-supported streaming TV (FAST TV) market through its subsidiary Global Digital Media with the launch of...

Monday 20 April 2026

Zhen Ding plans Hong Kong listing for subsidiary to boost global IC substrate presence

Printed circuit board (PCB) giant Zhen Ding Technology held a board meeting on April 17 and approved plans for its subsidiary, Leading Interconnect Semiconductor Technology (LIST),...

Monday 20 April 2026

China's humanoid robot half-marathon highlights rapid advances in autonomy and system integration

A humanoid robot half-marathon held in Beijing's Yizhuang development zone on April 19, 2026, has highlighted the rapid evolution of robotics technology, with autonomous machines demonstrating...

Monday 20 April 2026

Qilimanjaro targets analog quantum computing for AI data center integration within 10 years

The timeline for quantum computing to become commercially viable has shrunk from decades to potentially within 10 years, driven by surging AI demand. That is the view of Dr. Marta...

Sunday 19 April 2026

Largan eyes FAU opportunity as smartphone downgrades loom

Optical lens giant Largan held its first quarter of 2026 earnings call on April 16, hosted by chairman En-Ping Lin. The company posted 7% year-on-year revenue growth — but headwinds...

Sunday 19 April 2026

H3C expands in Southeast Asia as Singapore emerges as a hub for Chinese AI vendors

The second edition of GITEX AI Asia 2026 opened at Marina Bay Sands, bringing together participants from more than 110 countries, as industry...

Sunday 19 April 2026

Taiwan networking firms post strong 1Q26 results on data center, Wi-Fi 7 demand

Taiwan's networking equipment makers reported stronger-than-seasonal performance in the first quarter of 2026, supported by demand from...

Sunday 19 April 2026

Amazon acquisition highlights growing race in satellite communications

Amazon's move to acquire satellite communications operator Globalstar for approximately US$11.57 billion is widely seen as a step toward deeper consolidation in the satellite industry,...

Saturday 18 April 2026

Memory price surge hits Xiaomi shipments, forces strategy shift

Rising memory prices are reshaping the global smartphone market. The shift is triggering a broad slowdown and accelerating structural shifts across China's handset industry. Data from...

Saturday 18 April 2026

Commentary: AI drives CPU crunch, lifting data center demand and pricing

The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands...

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