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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 12 March 2026
Apple locks in book-style foldable iPhone, targets fall 2026 launch with 20% production boost
Apple has reportedly finalized the design of its first foldable iPhone, tentatively called the iPhone Fold, choosing a book-style form factor and targeting a fall 2026 launch. As market...
Thursday 12 March 2026
Honor flagship phone to launch in Taiwan by 2Q26, shaking up market
The Taiwanese smartphone market is set to welcome a new contender as Honor plans to open stores and begin selling phones and mobile accessories in 2026. After its flagship model, the...
Thursday 12 March 2026
Taiwan Microloops reports record 2025 results, expects AI-driven growth in 2026
Taiwan Microloops posted record-high revenue and profits for 2025, driven by a surge in shipments of higher-margin AI-related products, the company reported. Full-year revenue reached...
Thursday 12 March 2026
Asus launches infrastructure solutions group as AI server revenue surges
Asus achieved record revenue and profits in 2025. Co-CEO Samson Hu highlighted the fastest-growing segment: the enterprise market, including AI servers and related commercial products...
Thursday 12 March 2026
MediaTek bets on TSMC 3nm Genio Pro to serve high-end IoT needs while acknowledging limited demand
At Embedded World 2026, MediaTek unveiled the Genio Pro series, its flagship IoT platform built on TSMC's 3nm process, and said the market now requires both power-efficient mid-to-low-end...
Thursday 12 March 2026
Taiwan supply chains show resilience amid global conflicts, says Qisda chairman
With the ongoing military conflicts in the Middle East creating global uncertainties, Qisda chairman Peter Chen warned that prolonged warfare could trigger inflation and disrupt consumer...
Thursday 12 March 2026
Meta designs four in-house chips to power data centers
Meta Platforms has unveiled plans for four generations of internally designed artificial intelligence chips as the company expands its data center infrastructure to support growing...
Thursday 12 March 2026
Chenbro highlights four risk factors amid promising AI server outlook
Chenbro CEO Corona Chen highlighted that the global server industry is undergoing a generational shift from cloud computing to AI, which will drive growth over the next decade and...
Thursday 12 March 2026
Apple's foldable iPhone may add iPad-like multitasking and wider display, Bloomberg reports
Apple's first foldable iPhone could introduce iPad-style layouts and side-by-side apps to iOS, according to a Bloomberg report, marking a shift toward larger-screen multitasking...
Thursday 12 March 2026
Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026
Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and...
Thursday 12 March 2026
Aplex warns shipment delays cut February revenue, eyes clearer market by 2Q26
Aplex Technology said Lunar New Year holiday-related reductions in working days delayed some shipments and hurt industrial PC revenue in February 2026, while follow-up orders remained...
Thursday 12 March 2026
AI Server tracker: Taiwan optical module and BMC suppliers gain despite fewer February working days on AI server demand
Taiwanese suppliers in the AI hardware supply chain reported varied results in February, with several optical module and server component makers posting year-over-year growth, while...
Wednesday 11 March 2026
MediaTek Genio platform launches new 3nm flagship targeting high-end AIoT image processing demands
This week at Embedded World 2026 in Nuremberg, Germany, MediaTek unveiled a series of new Genio platforms designed to empower various Internet of Things (IoT) products and applications,...
Wednesday 11 March 2026
MiTAC ramps 2026 factory expansion to meet AI server and cloud demand, signaling bigger US footprint
MiTAC Holdings plans a significant increase in capex in 2026 to expand production capacity for networking equipment, general-purpose servers, and new AI server lines, driven by sustained...
Wednesday 11 March 2026
WT Microelectronics posts 89% revenue surge in 2 months on AI and market recovery
IC distributor WT Microelectronics reported consolidated preliminary revenue of NT$104.4 billion (US$3.28 billion) for February 2026, up about 29% year over year. For the first two...