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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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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...
Friday 13 March 2026
Apple prepares for its 50th anniversary with global celebrations as speculation grows over new products
Apple said it will celebrate its 50th anniversary in the coming weeks with events recognizing its history and global user community, while media reports suggest the milestone could...
Friday 13 March 2026
Flexium eyes 30% revenue from AI servers and smart glasses in 2026
After a challenging 2025, flexible printed circuit (FPC) giant Flexium Interconnect is optimistic about its revenue and profit outlook, driven by accelerated transformation in high-speed...
Friday 13 March 2026
AW 2026: a reality check for the fully autonomous era
Global headlines may proclaim a fully autonomous era, but AW 2026 told a different story. The show made clear that robots are not yet fully autonomous — a fact obscured by modern...
Friday 13 March 2026
Ayar Labs, Wiwynn team up to develop co-packaged optics rack-scale AI infrastructure
Ayar Labs and Wiwynn announced a strategic partnership to deliver optically connected, rack-scale AI systems designed for next-generation hyperscale AI workloads.
Friday 13 March 2026
Sysgration targets double-digit growth in AI server BBU power in 2026
Leveraging a dual-track strategy in AI server power supplies and AI edge computing applications, electronic components maker Sysgration announced it has officially transitioned from...