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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 16 March 2026
AI boom fuels cargo surge at Taoyuan Airport's free trade zone
Taiwan's government-run free trade zone has recorded a significant surge in air cargo at Taoyuan International Airport, reflecting the island's expanding role in the global AI supply...
Monday 16 March 2026
Nvidia, Wistron lead charge in Taiwan's intensifying AI talent race
Wistron chairman Simon Lin highlighted that the critical gap for Taiwan's artificial intelligence (AI) development in 2025 and 2026 is talent. Not only are Taiwanese companies urgently...
Monday 16 March 2026
Beyond automotive: Global PMX expands AI server and chip equipment components capacity with new Vietnam plant
Taiwan's leading automotive power and safety component supplier, Global PMX, has been accelerating its expansion into the fast-growing AI server market while simultaneously advancing...
Monday 16 March 2026
GEM Services upgrades copper clip bonding for AI server dual-sided cooling
Taiwan-based power semiconductor packaging and testing firm GEM Services has announced advancements in its copper clip bonding technology to meet growing demand for enhanced cooling...
Monday 16 March 2026
Walrus Pump sees AI server liquid cooling driving tech pump shipments by the second quarter of 2026
Walrus Pump, Taiwan's leading water pump manufacturer, said liquid cooling for AI servers is growing, and it expects a significant increase in technology pump shipments by the second...
Monday 16 March 2026
AWS and Cerebras collaborate on faster AI inference for Amazon Bedrock
Amazon Web Services (AWS) and AI chip startup Cerebras Systems said they are working together to bring a high-speed AI inference architecture to Amazon Bedrock, a managed service for...
Monday 16 March 2026
Weekly news roundup: Memory crunch, AI supply chains, new manufacturing hubs
Below are the most-read DIGITIMES stories from the week of Mar 9-15, 2026:
Monday 16 March 2026
AI server tracker: AI server boom drives demand for PCB, CCL and interconnect suppliers
Spending by hyperscale cloud service providers (CSPs) is fueling expansion across the AI server supply chain, with demand spreading beyond processors and server assembly into board-level...
Monday 16 March 2026
Taiwan's science park formula, now available for export to US
For decades, Taiwan's government-backed science parks have been the quiet engine behind the world's most powerful semiconductor supply chain. They incubated chip giants, clustered...
Monday 16 March 2026
India roundup: A reality check of chipmaking dream
Despite semiconductor manufacturing facilities expected in 2026, India remains a small player in the global chipmaking industry, as it is reportedly considering further incentives.
Monday 16 March 2026
Aurotek's robotics pivot drives record revenue, targets double-digit growth
Aurotek Corp. reported record-high consolidated revenue for 2025 and projects double-digit growth for 2026, with its robotics segment contributing more than 10% of last year's sales...
Monday 16 March 2026
Global PMX shifts revenue mix toward semiconductor and medical businesses, projecting stronger profits in 2026
Global PMX released a positive outlook, identifying semiconductor- and AI-server-related businesses as its main future growth drivers, while signaling a gradual decline in its formerly...
Sunday 15 March 2026
Think like an octopus: Microchip COO makes the case for distributed edge AI
The AI industry's obsession with bigger, faster, and more powerful models may be solving the wrong problem — at least when it comes to the billions of devices operating at the...
Sunday 15 March 2026
Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years
Printed circuit board (PCB) giant Zhen Ding Technology recently held an earnings call where company chairman Charles Shen noted that customer demand across artificial intelligence...
Saturday 14 March 2026
AI server boom lifts WPG Holdings to record February revenue

Driven by surging AI computing and server demand, IC distributor WPG Holdings reported February 2026 revenue of NT$79.68 billion (approx...