Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 9 July 2026

Wistron and Wiwynn post record-high revenue in 1H26 on strong AI server, networking shipments

Wistron reported June 2026 revenue of NT$321.82 billion (approx. US$10.04 billion), up 10.9% from the previous month and 53.9% from a year earlier, marking the company's second-highest...

Thursday 9 July 2026

Inventec expects server shipments to rise quarterly as component shortages loom

Inventec reported June 2026 revenue of NT$102.26 billion (approx. US$3.19 billion), up 23.5% from the previous month and 61.6% from a year earlier, reaching record highs for both the...

Thursday 9 July 2026

Memory costs slash low-end phone output and pressure PA shipments

The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range...

Thursday 9 July 2026

Server ODMs race to expand globally as parts shortages bite

AI server orders are flooding in, and original design manufacturers (ODMs) are racing to expand factories across the US and Asia to keep up. From California and Texas to Vietnam, Thailand,...

Thursday 9 July 2026

Analog Devices acquires Empower Semiconductor and enters AI power market

Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster...

Thursday 9 July 2026

Partner Tech posts 7.45% first-half revenue gain on higher-value product shift

Shuttle Inc reported consolidated revenue of NT$165 million (US$5.14 million) in June 2026, up 23.12% from a year earlier, and NT$481 million for the second quarter. For the first...

Thursday 9 July 2026

Honor expands Taiwan smartphone push with flagship and midrange launches

Honor recently launched the Honor 600 series in Taiwan, positioning it around AI imaging creation, a 200-megapixel main camera and a 7,000mAh battery. The company has also introduced...

Thursday 9 July 2026

BTL Group completes first HVDC power rack test as AI bookings extend to year-end

BTL Group said it completed testing certification in early July 2026 for a VR200 server power rack using HVDC 800V/1MW specifications, and will next move into rack-level testing for...

Thursday 9 July 2026

AWS to host 2026 summit in Taipei with OpenAI and Anthropic

Amazon Web Services announced on July 8 that it will hold the 2026 AWS Summit Taipei on July 15-16, bringing together AI partners, product demos, and enterprise sessions focused on...

Thursday 9 July 2026

Wistron backs Taiwan open source AI model and boosts compute for startups

Wistron said it would support Taiwan's first open source language model over a three-year budget and provide more AI compute capacity in 2026 for startups and academic users. The effort...

Thursday 9 July 2026

Chenbro posts record June revenue as server and AI demand accelerate

Server chassis maker Chenbro Micom reported record June and second-quarter revenue, underscoring how AI-related infrastructure spending is reshaping demand for server hardware worldwide...

Thursday 9 July 2026

Analysis: AI data centers face mounting power hurdles as Taiwan grid strain deepens

Taiwan's AI data center push is exposing a wider global problem: artificial intelligence needs vast, reliable power, but grids, permits,...

Thursday 9 July 2026

China 618 smartphone sales fall 13% as Huawei takes lead

China's smartphone sales fell 13% year over year during the 2026 618 e-commerce shopping festival, as higher memory costs and less aggressive promotions weighed on demand, according...

Thursday 9 July 2026

Foxconn's Young Liu says sovereign AI is turning data center supply chains local

Foxconn chairman Young Liu said sovereign AI is expanding beyond data residency to AI data centers and their supply chains, forcing a structural shift in global manufacturing.

Thursday 9 July 2026

Interview: UK courts Taiwan suppliers for AI hardware buildout

The UK is pitching itself as a new base and technology partner for Taiwanese electronics suppliers as AI demand shifts from models to...

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