Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 4 August 2026

Onsemi details AI data center momentum, pricing strategy in Q2 earnings call

Onsemi's leadership fielded a wide range of investor questions following the company's second-quarter 2026 results, with much of the...

Tuesday 4 August 2026

Taiwan specialty chemical firm expands Taiwan, China capacity on AI materials boom, eyes 20% revenue gain in 2026

Taiwan-based specialty chemicals supplier Johnson Fine Chemical expects robust growth in electronic materials demand driven by AI, high-performance computing (HPC) and advanced communications...

Tuesday 4 August 2026

MediaTek sees SerDes 448G as copper's final battleground

The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time...

Tuesday 4 August 2026

Unitree sees 1H26 revenue rise over 35% on humanoid robot demand

China's leading humanoid robot maker Unitree Technology expects first-half 2026 revenue to reach roughly CNY1.1 billion (US$155.8 million),...

Tuesday 4 August 2026

Reliability gaps keep just 5% of firms scaling AI agents, Chunghwa Telecom says

As generative AI moves from personal productivity tools into enterprise operations, most companies are discovering that scaling AI...

Tuesday 4 August 2026

RichWave says Wi-Fi 7 momentum stays strong in 2H26

RichWave Technology said at a recent earnings call that Wi-Fi 7 adoption continues to rise rapidly, with strong demand from telecom...

Tuesday 4 August 2026

Delta's move into HVDC signals a shift in AI data-center power

Delta Electronics is moving from planning to early shipments in high-voltage direct current (HVDC) systems as rising power demand from Nvidia's next-generation AI platforms pushes...

Monday 3 August 2026

Amazon deepens OpenAI ties with US$50B AWS expansion

Amazon has completed the latest round of its US$50 billion investment in OpenAI, fully funding an originally conditional financing package that gives it about a 5% stake in the company...

Monday 3 August 2026

Lite-On adds two major CSP customers as AI revenue tops 30%, targets 30% margin longer term

Lite-On Technology delivered record profitability in the second quarter of 2026, with gross margin reaching 27.2%, up 5.1% from a year...

Monday 3 August 2026

Drone delivery goes mainstream as Shenzhen becomes a robot hub

Meituan's drone delivery service can reach customers within 3 kilometers in about 15 minutes, rain or shine, and its daily use in Shenzhen is highlighting why the city has become a...

Monday 3 August 2026

Apple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap

Apple's latest earnings showed robust demand, but a weaker outlook for the coming quarter pointed to a supply-driven squeeze with implications for prices, suppliers, and device launches...

Monday 3 August 2026

South Korea accelerates LEO satellite ambitions, targets sovereign communications network by 2035

As Starlink's subscriber base has surpassed 12 million and rivals such as OneWeb and Amazon's Project Kuiper continue expanding their constellations, South Korea only officially launched...

Monday 3 August 2026

Xiaomi raises flagship phone prices as memory and chip costs climb

Xiaomi raised prices on several flagship smartphones in China on August 2, including the REDMI Turbo 5, K90 series, and Xiaomi 17 series, according to Xiaomi Store. The move adds CNY300...

Monday 3 August 2026

Taiwan manufacturing business climate improves in June, headlined by electronics sector

Taiwan's manufacturing climate improved in June 2026, with the electronics sector once again showing the clearest visibility, according to the Taiwan Institute of Economic Research...

Monday 3 August 2026

Rising component costs, new Indian incentives, and export push shape Dixon's outlook

Dixon Technologies said rising component prices pressured margins in the first quarter of fiscal 2027. Still, strong order inflows, a shift toward higher-value manufacturing, and new...

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