Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 10 April 2026

AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP

South Korean IC design firm AD Technology transitioned from the TSMC Value Chain Alliance (VCA) to become one of Samsung's Design Solution Partners (DSPs) in 2019. After overcoming...

Friday 10 April 2026

A new kind of computer emerges for the age of AI agents

As AI agents grow capable of independently operating computers, drafting documents, and managing schedules, the relationship between humans...

Friday 10 April 2026

Compal sees PC demand steady, server shipments set to double quarterly

Compal Electronics' stronger-than-expected March and first-quarter 2026 results signal supply-chain and product-mix shifts with global implications for PC supply, server capacity for...

Friday 10 April 2026

Asustek posts record March and 1Q26 revenue on strong AI server demand

Asustek's record-breaking March and first-quarter 2026 results reflect surging demand for AI servers and PCs, with broader implications for enterprise infrastructure spending and global...

Friday 10 April 2026

Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders

Oracle's surge in AI infrastructure spending is prompting global supply chains to expand capacity, with partners ramping factories in Taiwan, Vietnam and the US to serve hyperscale...

Friday 10 April 2026

Spingence and Advantech accelerate AI edge deployment plans in South Korea manufacturing

In response to strong demand for data security and on-premises AI deployment within South Korea's manufacturing and semiconductor sectors, Taiwanese AI company Spingence Technology...

Friday 10 April 2026

Amazon signals chip export ambitions as in-house silicon business tops US$20 billion run rate

Amazon's custom chip business has surpassed an annual revenue run rate of more than US$20 billion, CEO Andy Jassy said in his annual shareholder letter, according to The Information...

Friday 10 April 2026

Blaize and Nokia expand partnership to validate hybrid AI infrastructure across Asia-Pacific

Blaize and Nokia expanded their partnership to validate and build a hybrid AI infrastructure across Asia-Pacific, promising enterprises more efficient edge-to-cloud AI deployment,...

Friday 10 April 2026

Anthropic reportedly explores in-house chip design amid rapid revenue growth and evolving AI compute stack

Anthropic is exploring the possibility of designing its own AI chips, though the effort remains at a very early stage, Reuters reported, citing three sources familiar with...

Friday 10 April 2026

Meta deepens CoreWeave partnership as AI infrastructure spending accelerates amidst rising capital demands

CoreWeave and Meta Platforms have expanded their long-term partnership in a deal that underscores the scale and urgency of infrastructure investment required to support next-generation...

Friday 10 April 2026

Inventec posts record March and 1Q26 revenue on AI server strength

Inventec achieved an all-time revenue high in March 2026, fueled by robust orders and shipments of AI servers. The company reported March revenue of NT$87.563 billion (US$2.8 billion),...

Friday 10 April 2026

Flytech sees 11% revenue rise in 1Q26, led by Asia-Pacific new models

Industrial PC (IPC) maker Flytech Technology's 11% year-over-year revenue increase in the first quarter of 2026, driven by strong Asia-Pacific shipments, signals potential supply and...

Friday 10 April 2026

Taiwan's Auden integrates algorithms into satellite antennas for global markets

In response to shifting geopolitical landscapes and evolving customer demands, Taiwanese radio-frequency antenna maker Auden is accelerating...

Friday 10 April 2026

Swancor eyes dual-engine growth on AI robotics and aerospace composites

Swancor Holding reported first-quarter 2026 revenue of NT$190 million (US$5.99 million), marking a pivotal shift in its business mix as its AI robotics segment crossed NT$10 million...

Friday 10 April 2026

China's 6G wait: SoC vendors brace for years of sluggish smartphone demand

Chinese smartphone brands have recently encountered significant headwinds. Government subsidy effects have largely lost their ability to further stimulate sales, while product prices...

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