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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 11 November 2026
Taiwan says it is reviewing information on alleged spy linked to Nvidia CEO
Taiwan will review information related to an alleged Chinese spy linked in media reports to Nvidia CEO Jensen Huang, Premier Jung-tai Cho said, as US authorities investigate related...
Wednesday 11 November 2026
Tatung October revenue falls 8% year on year as Elitegroup shipments slip
Tatung Co. said its consolidated revenue fell 8.06% year on year to NT$3.392 billion (US$103.47 million) in October 2026, down 8% from September, as weaker shipments of some products...
Wednesday 11 November 2026
Memory shortage pushes some server buyers toward barebones systems, distributor Smith says
Some server buyers are asking for barebones systems and planning to purchase memory separately as component shortages complicate deliveries, according to independent electronic components...
Wednesday 11 November 2026
Inside Anthropic's blockbuster IPO: strategic tech alliances, massive compute commitments, and the dual realities of AI growth
Anthropic's landmark initial public offering (IPO) filing to list on the Nasdaq under the ticker symbol ANT represents a defining milestone for both the company and the entire artificial...
Wednesday 11 November 2026
Hiwin sees strong 2027 as orders stretch into midyear
Hiwin Technologies Corp. expects demand from AI, data centers, and semiconductor equipment to keep orders for precision motion components strong into mid-2027, chairman Eddie Cho said...
Wednesday 11 November 2026
Prediction markets see short-term Jensen Huang exit as unlikely but price in rising odds by 2028
Traders on the main prediction markets are betting that Jensen Huang will survive the immediate fallout from his admitted affair. Still, they assign a substantial chance that he leaves...
Wednesday 11 November 2026
CoreWeave rules out unsecured debt through 2027 and leans on customer prepayments, guiding to profit only in 2028
CoreWeave said on its third-quarter earnings call on November 10 that it will not tap the unsecured debt market through 2027 at current yields, making customer prepayments and loans...
Wednesday 11 November 2026
Sysgration targets doubled 2027 BBU orders from CSP upgrades
Sysgration returned to profitability in the third quarter of 2026 as shipments of new rugged industrial PC (IPC) projects ramped up, while gross margin rose to 22.73% from 22.23% in...
Wednesday 11 November 2026
Winmate sets profit record, starts drone shipments in 2027
Winmate Inc. said third-quarter revenue and net income set records for the quarter, as warehouse and logistics demand and OEM and ODM shipments lifted revenue 40.4% year on year to...
Wednesday 11 November 2026
Taiwan machinery exports rise for 21st month on AI demand, but US election adds uncertainty
Taiwan's machinery exports grew for a 21st consecutive month in October, led by electronic equipment on strong AI and semiconductor demand, according to the Taiwan Association of Machinery...
Wednesday 11 November 2026
Pegatron revenue falls 12% in October as AI server shipments stay strong
Pegatron Corp. will hold an investor conference on November 12 after reporting consolidated revenue of NT$188.075 billion (US$5.72 billion) for October 2026, down 12.4% month-over-month...
Wednesday 11 November 2026
AI server tracker: Taiwan's AI server supply shows no sign of cooling despite industry uncertainty
Combined October revenue at 49 Taiwanese companies in the AI server supply chain rose 63.8% from a year earlier to a record NT$3.22 trillion (approx. US$98.23 billion), according to...
Wednesday 11 November 2026
Inventec sees high-double-digit server growth in 2027
Inventec expects its server business to grow by a high-double-digit percentage in 2027, led by GPU and ASIC servers, while notebook shipments should stabilize and smart devices are...
Wednesday 11 November 2026
Sercomm posts 3Q26 triple-margin gains, sees strong 4Q26 shipments
Sercomm Corporation reported record third-quarter revenue of NT$21.83 billion (US$665.92 million) on November 10, up 48% from a year earlier and 5.9% from the previous quarter. The...
Wednesday 11 November 2026
China's AI data center boom reveals a missing link
China's AI computing infrastructure is expanding rapidly, with local governments and state-backed investment platforms funding GPU purchases, server deployments, and data center construction...