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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 21 September 2026
AMAX expands liquid-cooled data center in push beyond hardware

Amax is expanding its self-built liquid-cooled data center as the company moves beyond hardware into infrastructure and engineering...

Monday 21 September 2026
US-Mexico trade talks put AI servers in focus as Taiwan ODMs seek common ground

The US is reportedly pressuring Mexico to tighten rules of origin for AI hardware to limit the use of components produced outside North...

Monday 21 September 2026
Dassault Systèmes: AI-native transformation emerges as Taiwan's next industrial frontier

Digital transformation is no longer the endpoint for Taiwan's technology industries. As artificial intelligence moves from individual...

Monday 21 September 2026
HEC Compucase AI server products drive 2026 revenue growth

HEC Compucase's AI server-related rollout continues to gain traction as AI racks, cooling modules, and high-end power supplies move...

Monday 21 September 2026
ACES targets AI compute and power with cable ramp-up

High-speed transmission demand continues to rise on the back of AI server and data center buildouts, while cloud service providers (CSPs)...

Monday 21 September 2026
Ampoc AI PCB orders surge as it expands into CPO

Printed circuit board (PCB) wet-process equipment maker Ampoc Far-East said demand for its in-house high-end equipment has surged on...

Monday 21 September 2026
Podcast highlights: iPhone Duo prices undercut expectations as Apple raises old models
DIGITIMES analyst Luke Lin said on his podcast that the foldable's pricing is more consumer-friendly than expected, but Apple's across-the-board price hikes on older models...
Monday 21 September 2026
CHT completes 4th Taiwan-Matsu subsea cable, boosting offshore resilience

Chunghwa Telecom (CHT) announced on September 18 that the nearly 300km-long Taiwan-Matsu submarine cable has been completed, landed,...

Monday 21 September 2026
Analysis: The race to superintelligence meets a demand for restraint — and the industry is split
The extraordinary technological progress humanity has witnessed since AI first emerged has propelled a fundamental shift in industrial development. With experts hailing AI as the next...
Sunday 20 September 2026
Wiwynn brings cobots to L10 server assembly as AI rack testing drives factory redesign

Wiwynn is introducing collaborative robots (cobots) at its El Paso, Texas, facility and third plant in Mexico, alongside a central heat...

Saturday 19 September 2026
Power grids can't keep pace with AI data center boom in EU, US
According to supply chain players, most AI data center cost models used by analysts in both China and the West only count electricity consumption when estimating the cost of AI data...
Saturday 19 September 2026
Ams OSRAM takes an automotive-qualified force sensor into robotic hands
Ams OSRAM is pushing its optical force sensor line into robotic hands on the argument that incumbent piezoelectric solutions cannot hold a reading, and it is using automotive qualification...
Friday 18 September 2026
Winbond cements server NOR lead with Infineon deal
Winbond Electronics is expanding its NOR Flash footprint and has agreed to pay US$1.12 billion in cash to acquire Infineon's NOR Flash and F-RAM businesses, a move that will lift it...
Friday 18 September 2026
CoreWeave launches US$3 billion bond sale amid growing revenue, debt

CoreWeave launched a debt sale worth US$3 billion in convertible bonds, which would allow buyers to turn their bonds into shares. The...

Friday 18 September 2026
iPhone 18 Pro sellouts across Taiwan as foldable Duo looms
Apple's iPhone 18 Pro series will go on sale on September 18, and Taiwan's major e-commerce platforms and telecom carriers have released preorder results ahead of launch. Data show...