Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Sunday 12 July 2026

SmartSens targets 2027 commercialization of Micro LED optical interconnects for AI infrastructure

The rapid expansion of AI servers and large language models (LLMs) is driving unprecedented demand for data center computing, making high-speed interconnect technologies one of the...

Sunday 12 July 2026

InP supply crunch leaves South Korea exposed

Coherent has agreed to prepay AXT US$22.3 million under a three-year agreement for committed 6-inch indium phosphide substrate capacity, showing how buyers are moving to reserve future...

Saturday 11 July 2026

Flytech lifts second-quarter revenue 38% on box PC and POS demand

Flytech Technology reported stronger June 2026 and second-quarter revenue as demand in the Americas and the commercial computing market continued to support shipments. The industrial...

Friday 10 July 2026

China recovers Long March 10B booster in reusable rocket milestone

China marked a major step in rocket reusability on July 10, 2026, after successfully recovering the first-stage booster of its Long March 10B rocket following an orbital launch mis...

Friday 10 July 2026

Apple iPhone 18 Pro Max BOM could jump US$300 as memory costs soar

New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly...

Friday 10 July 2026

Smartphone financing set to cover 42% of India sales in 2026

India's smartphone buyers are increasingly turning to financing, a shift that could shape device sales patterns in other price-sensitive...

Friday 10 July 2026

Asus June revenue tops NT$100 billion as AI servers drive growth outlook

Asus reported June 2026 group revenue of NT$106.72 billion (US$3.3 billion), crossing the NT$100 billion threshold for the first time, as strong demand for AI servers continued to...

Friday 10 July 2026

Apple's US$30 billion Broadcom deal puts its server-chip plans back in focus

Apple and Broadcom have extended their custom-chip partnership through 2031 under agreements expected to exceed US$30 billion, reinforcing...

Friday 10 July 2026

Apple drives 70% surge in edge AI smartwatch sales as health features gain traction

Shipments of smartwatches with edge AI features leaped 70% in the first quarter of 2026, with Apple overwhelmingly leading the charge,...

Friday 10 July 2026

Huawei joins China Mobile, Baidu to build China's first NPO optical interconnect standard

Huawei has joined more than 20 Chinese technology companies and research bodies to launch OPEN NPO, the country's first multi-source agreement...

Friday 10 July 2026

Taiwan seeks a bigger role in the global LEO satellite race

As the global low-Earth orbit (LEO) satellite industry enters a new phase of rapid expansion, Taiwan faces a pivotal opportunity to...

Friday 10 July 2026

Meta readies Iris chip, locks in supply for push to 14 gigawatts

Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion...

Friday 10 July 2026

CSP ASIC demand drives structural growth in high-speed interconnects

As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast...

Friday 10 July 2026

India's clearance of the Dixon-Vivo venture marks a cautious opening for Chinese electronics money

India's decision to clear a smartphone-manufacturing joint venture between Dixon Technologies and Vivo Mobile India could reset how...

Friday 10 July 2026

Liteon Technology June revenue jumps 37% on AI server power demand

Liteon Technology reported consolidated revenue of NT$18.7 billion (US$580 million) in June 2026, up 8% from May and 37% from a year earlier, as demand for AI and cloud computing high-end...

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