Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

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...

Thursday 22 January 2026

Nvidia overtakes Apple as TSMC's largest customer

Nvidia CEO Jensen Huang said rising demand for AI computing has pushed the company past Apple to become the largest customer of Taiwan...

Thursday 22 January 2026

Humanoid robot installations rise sharply in 2025, Chinese firms lead market ahead of Tesla

The humanoid robot industry experienced notable commercial growth in 2025, with an annual increase of 16,000 new units installed worldwide, according to reports from multiple research...

Thursday 22 January 2026

Taiwan advances second-phase quantum strategy, betting on hybrid computing and global partnerships

Taiwan's government is moving its quantum technology development program into a second phase, centered on building a national-level heterogeneous hybrid computing platform that integrates...

Thursday 22 January 2026

EMS watch: Taiwanese EMS/ODMs dominate global rankings as 2025 revenue set to surge, DIGITIMES estimates

Taiwanese electronics manufacturing services (EMS) and original design manufacturing (ODM) companies continue to dominate the global industry, with combined revenues of the world's...

Thursday 22 January 2026

SAS chair warns challenges ahead for Taiwan-US industries, unveils new wafer and green energy strategy

Sino-American Silicon Products (SAS) chairwoman Doris Hsu emphasized power supply issues affecting Taiwan-US industry expansion, including Taiwan's green energy shortages and US AI...

Thursday 22 January 2026

Commentary: China's NPI edge comes under pressure

Geopolitical uncertainty shows little sign of easing, driving continued adjustments across the global consumer electronics supply chain. In manufacturing, the industry is moving beyond...

1/1762 pages