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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 27 May 2026
Hiwin opens Italy HQ, bridging Europe to global markets
Taiwanese machinery component maker Hiwin has officially opened its new headquarters in Agrate Brianza for its Italian subsidiary, saying the site will serve as a key hub connecting...
Wednesday 27 May 2026
Dropbox co-founder Andrew Houston to step down as CEO, Ashraf Alkarmi named successor
Dropbox has announced a leadership transition: co-founder and CEO Andrew Houston will step down after 19 years. According to Reuters, Houston will share the responsibilities...
Wednesday 27 May 2026
China-based SmartSens, Unisoc team up on Micro LED optical interconnects for AI clusters
SmartSens and Unisoc have formed a strategic partnership to develop Micro LED high-speed optical interconnects, aiming to deliver domestic, low-power, high-bandwidth solutions for...
Wednesday 27 May 2026
Taiwan robotics supply chain posts strong 1Q26 gains on AI demand upcycle
Accelerating the adoption of smart manufacturing, AI-driven automation, and humanoid robot applications in 2026 is driving robust growth across Taiwan's robotics supply chain. Systems...
Wednesday 27 May 2026
AI infrastructure spending lifts Taiwan electronics sector outlook
Cloud providers' large-scale investments in AI infrastructure have strengthened demand for Taiwan's electronics supply chain, boosting optimism among local manufacturers, according...
Wednesday 27 May 2026
Motorola launches Razr fold in Taiwan as foldable market gains momentum
Motorola launched its Razr foldable in Taiwan on April 26, after first unveiling the device at MWC 2026 in Barcelona in March 2026, and introduced new accessories, including wireless...
Wednesday 27 May 2026
Taiwan smartphone shipments fell nearly 4% in April as component costs push prices higher
Taiwan's smartphone shipments declined in April 2026 as the market entered its traditional slow season and rising component prices pressured handset pricing, industry participants...
Wednesday 27 May 2026
Covestro highlights material solutions for AI data centers and embodied intelligence at COMPUTEX 2026
Covestro showcased a portfolio of engineering plastics and thermoplastic polyurethane materials at COMPUTEX 2026 aimed at supporting AI computing, embodied intelligence, and networking...
Wednesday 27 May 2026
Aixtron wins orders from Lumentum for G10-AsP systems to expand InP production
Aixtron has received multiple orders from Lumentum for its G10-AsP MOCVD systems, a move that could boost global production of indium phosphide (InP) lasers and detectors for 800G...
Tuesday 26 May 2026
Darfon Electronics invests in AI cooling systems maker GrAndvance
As demand for high-performance computing continues to rise, thermal management has emerged as one of the most critical constraints on server performance. Liquid cooling systems, once...
Tuesday 26 May 2026
LED maker Ennostar pivots to optical interconnects after high-value shift agin traction
Ennostar Holdings' transformation has begun to show clear results, with chairman Paul Peng saying the company's "3+1" strategy is taking shape, as higher-value applications now account...
Tuesday 26 May 2026
Wonderful Hi-Tech sees rising demand from low-orbit satellites and AI data centers
At its annual shareholders' meeting on May 25, Ringo Chang, chairman of Wonderful Hi-Tech, said the cable and connectivity supplier expects revenue growth to resume in 2026, with profit...
Tuesday 26 May 2026
Kinpo Electronics pushes beyond manufacturing with AI servers, satellite systems, and quantum computing
At its annual shareholders' meeting on Sunday, Taiwanese electronics manufacturer Kinpo Electronics provided new details on its transition toward higher-value ODM businesses, alongside...
Tuesday 26 May 2026
Wiwynn expands US capacity as AI server boom strains power and supply chains

Taiwan-based AI server maker Wiwynn is accelerating its global expansion as surging demand for AI infrastructure creates mounting pressure...

Tuesday 26 May 2026
Huawei eyes AI storage breakthrough with DoB packaging, 245TB SSD roadmap
Huawei has released its Data Storage 2030 white paper, setting out a technology roadmap for the global storage industry over the next five to...