Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 15 May 2026

Auras says Nvidia Vera Rubin gold-plating change won't hit operations as revenue, profit jump

Auras Technology reported record first-quarter results and said it expects revenue and profit to grow quarter by quarter in 2026, dismissing market talk that a design tweak on Nvidia's...

Friday 15 May 2026

Nvidia H200 sales to China stall despite US approval

The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may...

Friday 15 May 2026

OpenAI and Apple partnership frays as legal threat looms

Tensions are escalating between OpenAI and Apple, threatening what was once seen as one of the most important alliances in the generative...

Friday 15 May 2026

Quanta hits record revenue but margin pays the price for AI server ramp

Quanta posted record revenue and earnings per share for the first quarter of 2026, but gross margin collapsed as the company absorbed costs tied to a rapid shift into high-priced GPU-based...

Friday 15 May 2026

Foxconn's operating profit jumps 63% as AI server scale offsets seasonal dip

Hon Hai Precision Industry (Foxconn) reported first-quarter 2026 consolidated revenue of NT$2.11 trillion (approximately US$66.95 billion), up 29.68% year over year but down 19% from...

Friday 15 May 2026

Foxconn says AI server mix and consignment model will drive annual shipments to more than double

Foxconn (Hon Hai) held an online investor briefing on May 14, where executives outlined that cloud and networking products accounted for nearly 50% of group revenue in the first quarter...

Friday 15 May 2026

Ubiqconn Technology reports improved gross margin in the first quarter as product mix shifts

Ubiqconn Technology reported consolidated revenue of NT$130 million in April 2026, down 25% month-over-month and down 20% year-over-year, and cumulative revenue for the first four...

Friday 15 May 2026

Chunghwa Telecom expands satellite ambitions across multiple orbits

The global satellite industry is entering what many executives and analysts describe as a historic turning point, as telecommunications operators increasingly integrate satellite connectivity...

Friday 15 May 2026

AI server tracker: Optical module suppliers show mixed momentum as AI networking demand reshapes market

Taiwan's optical module supply chain delivered mixed April 2026 results, reflecting uneven demand patterns across AI infrastructure and...

Friday 15 May 2026

Interview: The 6G clock is ticking — and Ericsson wants Taiwan in its corner

The global mobile standards race has moved into the 6G prelude, with Ericsson saying the first fully implementable 6G specification is expected as early as March 2029. In an exclusive...

Thursday 14 May 2026

AI surge fuels patent race in server cooling with Taiwan firms among global leaders

A Taiwan Intellectual Property Office report released in 2026 showed that AI demand accelerated a global patent race in data center and server cooling technologies, with Inventec,...

Thursday 14 May 2026

Pegatron 1Q26 earnings fall more than 60% amid off-season, eyes stronger 2Q26 on AI PC demand

Pegatron announced its first-quarter 2026 financial results on May 13, with profit down more than 60% compared with the same period a year earlier, while earnings per share (EPS) hit...

Thursday 14 May 2026

Analysis: Android AI upgrade underscores China's self-contained smartphone AI ecosystem and limited spillover impact

Google announced Gemini Intelligence in the US on May 13, further integrating Gemini's AI capabilities into Android. The move pushes Android from a traditional operating system toward...

Thursday 14 May 2026

Asus's record revenue signals greater exposure to AI server demand and higher component costs

Asus Computer Inc. reported first-quarter 2026 brand revenue of NT$194.051 billion (US$6.19 billion), a record high and a 44% increase year on year, driven by surging AI server demand...

Thursday 14 May 2026

ASMedia reports record profit as it expands beyond PC chips into AI and automotive

Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring...

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