Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 17 September 2026

Deloitte Taiwan seminar highlights system integration as Physical AI moves into industrial applications

Taiwan's next opportunity in Physical AI may depend less on individual robot components than on its ability to integrate hardware, software, sensing and control into deployable industrial...

Thursday 17 September 2026

Humanoid robots could reshape MEMS demand as physical AI advances

Humanoid robots have not yet reached mass adoption, but their sensor needs are already reshaping supply-chain expectations worldwide. Analysts and industry players say the next wave...

Thursday 17 September 2026

Ardentec, Sigurd race into silicon photonics TIA testing as US client books capacity

The global optical communications module market continues to grow, and Taiwan's test and packaging companies are moving to capture demand in silicon photonics (SiPh) transimpedance...

Thursday 17 September 2026

Huawei Connect 2026: OceanStor M900 turns PB-scale KV cache into Huawei's next AI infrastructure layer

Huawei has unveiled the OceanStor M900 at Huawei Connect 2026, extending its AI infrastructure strategy into memory and storage with...

Thursday 17 September 2026

Wiwynn sees strong AI demand offsetting US data center pushback

Wiwynn's top executive said demand for artificial intelligence infrastructure is likely to keep the server maker on a strong growth...

Thursday 17 September 2026

Samsung Galaxy S27 series rumored to feature 4 models, reshaping flagship lineup with display and camera upgrades

Samsung Electronics is expected to launch its Galaxy S27 series in early 2027, marking what could be its most significant product lineup restructuring in years. Market reports indicate...

Thursday 17 September 2026

China optical suppliers power smart glasses supply chain

China's optical suppliers are playing a growing role in the global smart glasses, VR, and AR supply chain as AI glasses demand accelerates worldwide. Industry sources say more than...

Thursday 17 September 2026

Foxconn Interconnect Technology targets the scaling challenge in AI optical interconnects

Foxconn Interconnect Technology (FIT), a subsidiary of Foxconn, held FIT Tech Day 2026 on September 16 under the theme "Light at Scale:...

Thursday 17 September 2026

iPhone 18 Pro preorders rise up to 20% in Taiwan as foldable Duo debuts

Apple's iPhone 18 Pro and Pro Max are emerging as the main drivers of Taiwan's premium smartphone upgrade cycle, with preorder demand running ahead of last year despite the debut of...

Thursday 17 September 2026

FIT ramps up optical interconnect push as AI race shifts to connectivity

At the FIT Tech Day 2026 on September 16, Foxconn Interconnect Technology (FIT) chairman Sidney Lu noted that as artificial intelligence (AI) advances rapidly, the industry's focus...

Thursday 17 September 2026

Apple's AI ambitions are outgrowing the Mac — Nvidia may hold the key

Apple is exploring a return to the enterprise server market with an AI inference system built around future M8 Ultra chips, potentially using Nvidia's NVLink Fusion interconnect te...

Thursday 17 September 2026

Foxconn links FII and FIT to tackle AI infrastructure beyond the chip

Foxconn Industrial Internet (FII) chairman Brand Cheng said Foxconn is integrating four core capabilities — technology, manufacturing, management and vertical integration —...

Thursday 17 September 2026

Dassault Systemes shifts to AI-native platforms, stakes its next phase on Taiwan

Dassault Systemes marked 20 years in Taiwan with a sharper message about where it plans to go next. The company said it is moving beyond AI-enabled software and toward an AI-native...

Thursday 17 September 2026

Arcadyan expects third-quarter strength as Wi-Fi 7 upgrade cycle builds

Arcadyan Technology expects stronger revenue in the third quarter of 2026 as the network communications market enters its seasonal peak,...

Thursday 17 September 2026

Apple's foldable phone puts thinness, weight in focus

Apple's first foldable phone has sharpened global attention on smartphone design trade-offs, with weight, thickness, and component miniaturization...

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