Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 26 January 2026

Commentary: Apple's foldable iPhone faces design questions ahead of widely expected 2026 debut

Beyond the closely watched rivalry between Samsung Electronics and Huawei in foldable smartphones—and the shifting balance of market...

Monday 26 January 2026

Power transmission efficiency shapes future of AI computing and regional competitiveness

As global investment in generative AI accelerates, the critical bottleneck is shifting from advanced processor manufacturing to the availability and efficiency of power transmission...

Monday 26 January 2026

iPhone 17 high-end model demand exceeds expectations as Taiwanese carriers struggle to meet supply

The iPhone 17 series has been on the market for over a quarter, yet Taiwan's telecom channels still face significant shortages of high-end models. A check on local carrier websites...

Monday 26 January 2026

The ASIC server wars begin as Nvidia squeezes the margins

ASIC servers are emerging as the most closely watched segment of the server supply chain heading into 2026. Nvidia remains the dominant force in AI servers and continues to ship the...

Sunday 25 January 2026

From cars to robots: automakers expand into AI and wearable tech

At major international auto shows, sleek supercars and long-range electric vehicles are no longer the sole attractions. Increasingly, visitors encounter humanoid robots moving through...

Sunday 25 January 2026

Nvidia's China AI chip share falls to 8% as local rivals ramp up

Tighter US export controls on advanced artificial intelligence chips are accelerating China's push to develop domestic chip technologies...

Friday 23 January 2026

Compal eyes explosive AI server growth in 2026 after revenue dip

Compal Electronics is anticipating a significant surge in AI server shipments beginning in 2026, following a projected revenue decline in 2025, according to chairman Ray Chen at the...

Friday 23 January 2026

EU Cybersecurity Act revision plans to phase out Chinese high-risk tech suppliers

The European Commission presented a revision of the Cybersecurity Act that introduces a phase-out of "high-risk suppliers" from critical infrastructure, targeting China-based technology...

Friday 23 January 2026

Thailand's tech hub ambitions: US$3.1 billion data centers, chip roadmap to 2050

Thailand is reinforcing its ambitions as a regional technology hub, approving US$3.1 billion in data center projects while unveiling a national semiconductor and advanced electronics...

Friday 23 January 2026

RDIMM spot prices blow past US$2,000, raising odds of 80% Samsung memory hike

Structural imbalances in the memory industry have emerged due to AI data center demand, sending server memory prices sky high and upstream manufacturers to go all out to increase profits...

Friday 23 January 2026

Lip-Bu Tan faces Intel's first real bottleneck of the AI era

Intel outlined an increasingly AI-centric roadmap across client PCs, data centers, and manufacturing. Still, executives cautioned that tight supply and early-stage foundry ramps continue...

Friday 23 January 2026

HBF likely overtaking HBM market by 2038 as commercialization speeds up

High-Bandwidth Flash (HBF) is likely to reach commercialization sooner than previously expected and could become a key technology supporting...

Friday 23 January 2026

Chunghwa Telecom partners with SES to build North Asia's first O3b MEO ground station in Taiwan

Chunghwa Telecom (CHT) signed a memorandum of understanding (MOU) on January 21, 2026, with Luxembourg-based medium Earth orbit (MEO) satellite operator SES to establish North Asia's...

Thursday 22 January 2026

China rolls out trade-in subsidies again to support ICT device sales

Despite forecasts of a decline in sales of ICT products, including smartphones and notebooks, by 2026 due to memory supply shortages, China is introducing new purchase subsidies to...

Thursday 22 January 2026

Rapidtek's Black Kite-1 signals Taiwan's push into global low-orbit communications

Rapidtek's 8U IoT CubeSat, Black Kite-1, has successfully established stable communications with multiple overseas ground stations since entering orbit, completing its first cross-regional...

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