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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 16 September 2026
AR glasses target 2 billion myopia users as China supply chain eyes doubling shipments

Suppliers in China's AR glasses supply chain see the approximately 2 billion people worldwide with myopia as a potential market and...

Wednesday 16 September 2026
Research Insight: Google scales TPU systems to 1 million chips as power becomes the bottleneck

At SEMICON Taiwan 2026, Google outlined the direction of its AI infrastructure, and DIGITIMES notes that the discussion extended well...

Wednesday 16 September 2026
iPhone Duo's identity shapes Apple's foldable strategy

Apple's first foldable iPhone, the iPhone Duo, is drawing close attention as analysts forecast shipments of 5 million to 6 million units...

Tuesday 15 September 2026
Wiwynn deepens US AI server footprint with US$1.6 billion Texas manufacturing hub
Wiwynn has officially opened its advanced manufacturing facility in Socorro, Texas, deepening the Taiwan-based server maker's US footprint. The move comes as booming AI infrastructure...
Tuesday 15 September 2026
China optical transceivers avoid US FCC curbs as NPO, CPO battle for high-speed interconnect supremacy

The US Federal Communications Commission (FCC) recently updated its equipment authorization rules, prohibiting authorization of devices...

Tuesday 15 September 2026
China's space-computing race moves beyond single satellites: Shanghai's gigawatt-scale AI ambition lands in orbit
While the US showcases its strength as one of the world's established space powers — reinforced by SpaceX's growing dominance in satellite connectivity — a quieter but...
Tuesday 15 September 2026
OEM/EMS AI servers: August revenue trends, operational outlook

Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...

Tuesday 15 September 2026
Sivers Semiconductors positions laser arrays as solution to copper's limits

At this year's China International Optoelectronic Expo (CIOE), Sivers Semiconductor brought two products to its booth that trace the...

Tuesday 15 September 2026
Panasonic Energy eyes JPY1 trillion yen AI storage revenue by 2028

Panasonic Energy, the battery unit of Panasonic Holdings, is betting big on energy storage for AI data centers as demand for backup...

Tuesday 15 September 2026
Samsung Display deepens ties with Vivo's iQOO through dedicated OLED line

Samsung Display is deepening its technology partnership with Vivo's iQOO brand, with the two companies jointly developing display technology...

Tuesday 15 September 2026
AI's next bottleneck may be profitability, not compute, SK chair warns
For years, as the heat surrounding AI continued to build, competitiveness across the industry was largely measured by brute-force computing power. The broader infrastructure race was...
Tuesday 15 September 2026
Inside CIOE: takeaways from China's biggest optoelectronics show
Last week, from September 9 to 11, thousands of vendors gathered for an enormous trade show in the Chinese tech hub of Shenzhen. At the China International Optoelectronic Expo (CIOE),...
Tuesday 15 September 2026
2nm capacity crunch may keep smartphone SoC makers on split-node strategy through 2027

In 2026, major smartphone system-on-chip (SoC) vendors began moving selected flagship processors to 2nm technology, seeking not only...

Tuesday 15 September 2026
Robot supply strategies split between US in-house tech and Chinese local ecosystem
As humanoid robots gradually move from laboratory proofs-of-concept and enter industrial manufacturing and commercial service, their underlying motion control and environmental perception...
Tuesday 15 September 2026
Commentary: CIOE 2026 reveals the harder race behind AI optical interconnects

The 2026 China International Optoelectronic Exposition (CIOE) closed with 800G and 1.6T optical modules still dominating the show floor,...