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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
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...

Saturday 14 March 2026
Wah Lee sees record revenue in 1H26 driven by AI server orders, CCL substrate growth
Semiconductor materials and equipment supplier Wah Lee Industrial reported record-high cumulative revenue for the first two months of 2026, fueled by strong demand for artificial intelligence...
Saturday 14 March 2026
FedEx expands Taiwan hub to meet AI and semiconductor logistics surge
FedEx has officially launched its newly expanded transshipment center at Taoyuan International Airport, significantly boosting Taiwan's logistics capacity amid rising demand from the...
Saturday 14 March 2026
Samsung S26 sales in Taiwan rise 25%, 1TB model accounts for 15% of orders
Samsung Electronics' annual flagship Galaxy S26 series recently opened for pre-orders and began deliveries on March 13. Qi-meng Chen, general manager of Taiwan Samsung's mobile communications...
Saturday 14 March 2026
Taiwan braces for Section 301 probes after US Supreme Court ruling, leveraging prior pacts to cushion impact
The Office of the US Trade Representative (USTR) on March 11 launched investigations under Section 301 of the Trade Act of 1974 against 16 major trade partners, including China, the...
Friday 13 March 2026
Flytech extends momentum in Europe and US, evaluates key component substitution
Flytech surpassed NT$5 billion (approx. US$160 million) in 2025 revenue while improving margins, and plans to pivot from a hardware supplier toward a solutions and services provider...
Friday 13 March 2026
ByteDance's overseas chip play puts Washington in a bind
ByteDance, the Chinese technology company best known as the owner of TikTok, is seeking to secure large amounts of advanced artificial intelligence computing power outside China, underscoring...
Friday 13 March 2026
China's NDRC warns memory price surge spreading across electronics supply chain
China's National Development and Reform Commission (NDRC) has issued a rare monitoring report warning that rising memory prices are spreading across the electronics supply chain as...
Friday 13 March 2026
Chenbro Micom revenue tops NT$20 billion on data center boom
Server chassis manufacturer Chenbro Micom said demand from artificial intelligence applications continues to accelerate data center construction in the first half of 2026, supporting...
Friday 13 March 2026
Wistron boosts investments in Taiwan and US to expand AI server capacity
Wistron announced plans to increase investments by up to NT$1.82 billion (approx. US$57.13 million) to improve buildings and acquire equipment for its Hsinchu facility in Taiwan, in...
Friday 13 March 2026
Lite-On sees AI infrastructure demand locked in for 18 months
Lite-On Technology expects demand for artificial intelligence infrastructure to remain resilient through 2026, even as escalating tensions between the US and Iran weigh on the global...
Friday 13 March 2026
Exclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients
The Middle East conflict and rising AI data center demand have intensified raw material shortages and price hikes across the supply chain. Manufacturers increasingly adopt a "shift-to-client...
Friday 13 March 2026
Ai+ Smartphone to add 3 million device production capacity in India with Optiemus Electronics
Optiemus Electronics Limited (OEL), a wholly owned subsidiary of Optiemus Infracom Limited, has entered a manufacturing agreement with Ai+ Smartphone and NxtQuantum Shift Technologies...
Friday 13 March 2026
India weighs new smartphone export incentives and US$11 billion chip fund
According to Bloomberg and Reuters, India is considering two new incentive programs—one tied to smartphone exports and another worth more than US$11 billion...
Friday 13 March 2026
Memory prices hit Chromebook hardest, even with AI boom
Increasing prices for memory and storage components are reshaping the global PC market, with research firms warning that low-end computing devices will face severe cost pressure. Major...