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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 13 January 2026
Taiwan's EMS/ODM sector ends 2025 with AI servers driving record months and reshaping the rankings
Taiwan's electronics manufacturing services (EMS) and original design manufacturing (ODM) sector closed December 2025 with a sharply bifurcated performance: AI server and cloud data-center...
Tuesday 13 January 2026
MediaTek nears NT$600B revenue in 2025, eyes automotive and ASIC growth in 2026
MediaTek recently announced its December 2025 and full-year revenue results. December revenue reached NT$51.266 billion (approx. US$1.6 billion), up 9.32% month-over-month and 22.99%...
Tuesday 13 January 2026
Xiaomi's XRing strategy raises pressure on MediaTek, Qualcomm
Market sources say Xiaomi is expanding its in-house XRing chip lineup. Beyond developing the next-generation XRing O2 on TSMC's N3P process, the company also plans to extend these...
Tuesday 13 January 2026
Google–Apple AI deal signals a new phase of competition beyond models
Google and Apple have entered a multiyear collaboration under which the next generation of Apple Foundation Models will be built on Google's Gemini models and cloud technology. The...
Tuesday 13 January 2026
Column: IBM's 50-year-old liquid cooling patent shapes today's AI data center cooling
If today's AI data centers are blazing "powder kegs" of heat, IBM was the visionary that prepared the "fire extinguisher" half a century ago. While Nvidia's top chips now require...
Monday 12 January 2026
CES 2026: Attendance holds steady while innovation shifts
CES returned to Las Vegas this month, but whether CES 2026 felt as electric as past editions remains a matter of debate. The answer depends on where one looks. A handful of key metrics...
Monday 12 January 2026
Memory price surge forces Chinese brands to cut orders as lens tech rivalry heats up
Memory price surges are reshaping the global smartphone market outlook for 2026, according to insiders at Sunny Optical. Significant order reductions from Chinese manufacturers amid...
Monday 12 January 2026
IEI Integration eyes 2026 rebound on medical, network security push
Industrial PC manufacturer IEI Integration plans to regain growth momentum in 2026 by concentrating its annual strategy on medical devices, network security solutions, and edge computing...
Monday 12 January 2026
Flytech posts 9.3% revenue growth in 2025, eyes resilient operations in 2026
Despite facing dual challenges from currency fluctuations and rising supply chain costs throughout the year, industrial PC maker Flytech Technology demonstrated strong market adaptability...
Monday 12 January 2026
Huawei steps up 2026 smartphone offensive, Pura series targets market share
Despite ongoing US restrictions on Huawei's access to 5G smartphone chips and Google Mobile Services (GMS), the company has re-established a strong position in China by advancing...
Monday 12 January 2026
Lenovo aims to double India business in three years
Lenovo is aiming to double its business in India over the next three years, leveraging strong growth in its Motorola smartphone segment and its infrastructure and services verticals,...
Monday 12 January 2026
TCL climbs to No. 2 in global TV shipments

TCL has risen to second place worldwide in TV shipments, trailing only Samsung Electronics, as the Chinese electronics group leverages supply...

Monday 12 January 2026
TCL appeals to vision-care with NxtPaper 70 Pro smartphone
Although CES 2026 is not traditionally a smartphone-focused event, TCL drew attention with its new NxtPaper 70 Pro smartphone. The device features NxtPaper 4.0 display technology,...
Monday 12 January 2026
Honey Hope Honesty posts 16% growth on surging AI server MLCC demand
Electronic component distributor Honey Hope Honesty Enterprise (3H) reported December 2025 revenue of NT$652 million (US$20.63 million), up 52.01% year over year. The strong growth...
Monday 12 January 2026
Asus reports strong revenue growth in 2025 despite memory price surge
AsusTek Computer Inc. posted robust financial results for December and the fourth quarter of 2025, reporting revenue of NT$69.7 billion (US$2.2 billion), up 47% year-on-year. Quarterly...