Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Saturday 7 March 2026

GCS eyes 200G optical component ramp in 2026 as AI demand grows

Driven by AI workloads, global data traffic is expanding rapidly. Compound semiconductor firm GCS Holdings said the optical...

Saturday 7 March 2026

TienPin eyes stable growth in 2026 as AI server liquid-cooling cleaning demand heats up

TienPin United Enterprise has been benefiting from a rapid surge in the artificial intelligence (AI) server liquid-cooling cleaning business since the second half of 2025, with its...

Friday 6 March 2026

Humanoid robots hit new limits as touch sensing, safety standards slow deployment

The "brain" of humanoid robots has shown promising advances in artificial intelligence. Yet, perception and physical coordination remain rudimentary, and moving from prototypes to...

Friday 6 March 2026

Foxconn eyes double-digit revenue growth in 2026, driven by AI servers and smartphones

Foxconn chairman Young Liu said on March 6 that 2026 is expected to be "a very good year" for the company, with full-year revenue projected...

Friday 6 March 2026

Samsung bets on higher-priced Galaxy S26 to lift Taiwan revenue

Samsung Electronics unveiled its Galaxy S26 series and Galaxy Buds4 earphones on February 26. They disclosed a Taiwan rollout plan on March 4, with pre-orders running from March 4...

Friday 6 March 2026

Chicony Power sees strong 1Q26 amid customer inventory replenishment

Chicony Power Technology reported its 2025 financial results on March 4, revealing a year-over-year decline in full-year performance due to the tight supply of key components and project...

Friday 6 March 2026

Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion

Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones"...

Friday 6 March 2026

Advantech targets 30% global edge AI platform share in new 5-year vision

Advantech has announced a new roadmap for its mid-to-long-term transformation, with chairman KC Liu stressing that that following a year of operational and business adjustments in...

Friday 6 March 2026

South Korea launches first physical AI data factory to catch up with China's robot data edge

As the robotics industry accelerates, data collection has become a critical factor in driving real-world industrial adoption and realizing true AI factories. South Korean startup Maum.AI...

Friday 6 March 2026

Foxconn February revenue rises 8% on continued AI server demand

Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January,...

Thursday 5 March 2026

How Apple's 'triple $599' strategy could change everything for 2026

While thousands of tech executives gathered this week in the cavernous halls of Barcelona for the Mobile World Congress (MWC), showcasing motorized...

Thursday 5 March 2026

AWS Middle East data centers hit by drones; Nvidia, Google adjust operations

Amazon Web Services (AWS) data centers in the Middle East were disrupted after drone attacks damaged facilities in the United Arab Emirates (UAE) and Bahrain, triggering service outages...

Thursday 5 March 2026

Advantech optimistic about 1Q26 outlook with strong edge AI orders and B/B ratios

Industrial PC (IPC) vendor Advantech held its 2025 fourth quarter and full-year earnings conference on March 4, 2026, chaired by Chairman K.C. Liu, President Eric Chen, and President...

Thursday 5 March 2026

Taiwan weighs power controls for AI data centers as compute push tests grid capacity

Taiwan is exploring regulatory measures to manage the rising electricity demand from AI computing infrastructure, even as the government...

Thursday 5 March 2026

Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence

Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...

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