Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 15 June 2026

Exclusive: Wiwynn triples capital, president says it signals confidence

Wiwynn, Taiwan's smallest-capital server ODM with the highest EPS, is set to triple its share capital after shareholders approve a retained-earnings-to-capital-increase plan in 2026...

Monday 15 June 2026

Google's TPU diversification challenges MediaTek and other ASIC partners

Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports...

Monday 15 June 2026

AI server tracker: Taiwan's AI supply chain posts triple-digit gains in May as server makers and memory chips surge

Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure...

Monday 15 June 2026

Exclusive: Wiwynn sees no AI bubble for 4 years as capex surges

Wiwynn president William Lin says AI demand has exceeded expectations, with orders so strong that even rapid global expansion still feels too slow. The server maker is expanding capacity...

Monday 15 June 2026

Weekly news roundup: Samsung foundry profit rebound may come in 3Q26; Nvidia unveils AI PC vision

Below are the most-read DIGITIMES Asia stories from the week of June 8-14, 2026:

Monday 15 June 2026

General-purpose server demand exceeds expectations; component shortages expected to normalize in 3Q26

While artificial intelligence (AI) server orders remain robust, tight component supplies have raised concerns about shipments across...

Monday 15 June 2026

Commentary: EU eco-design rules set new bar for smartphone durability and repairability

The EU's new eco-design, energy labeling, and battery rules for smartphones and tablets may do more than improve environmental performance. They could change how device makers compete,...

Sunday 14 June 2026

TM Technology pushes into physical intelligence with its first humanoid robot

As AI moves beyond software and into factories, warehouses, offices, and homes, humanoid robots are emerging as a strategic frontier...

Saturday 13 June 2026

Alibaba Cloud opens new Malaysia region to meet rising AI demand

Alibaba Cloud has launched a new public cloud region in Johor, Malaysia, adding two data centers as part of its push to expand cloud...

Saturday 13 June 2026

Commentary: The cost of over-concentration—How TSMC's liquidity dominance is reshaping Taiwan's banking system

TSMC's financial dominance has reached unprecedented heights, with the world's leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and...

Friday 12 June 2026

5G upgrades, AIDC projects boost Taiwan telcos in May

Strong 5G upgrade momentum, Mother's Day handset promotions, and a wave of enterprise ICT projects tied to AI data center buildouts...

Friday 12 June 2026

AI server tracker: Taiwan's AI server build chain widens as rack suppliers outpace peers

Taiwan's server supply chain continues to benefit from AI infrastructure, with growth spread across connectors, cables, cabinets, rails, and system assembly. But the pace varies, as...

Friday 12 June 2026

Taiwan AI infrastructure suppliers see broad sales gains in May

Taiwan's AI infrastructure technology suppliers posted stronger sales in May, led by firms tied to artificial intelligence servers,...

Friday 12 June 2026

Powerlogic says AI server demand and rising memory costs hit May 2026 revenue

Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales,...

Friday 12 June 2026

Lite-On posts May 2026 revenue jump as AI server power demand boosts sales

Lite-On Technology reported consolidated revenue of NT$17.4 billion (US$550 million) in May 2026, up 4% month-over-month and 30% year-over-year, driven by strong demand for AI and...

1/1836 pages