Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Saturday 17 January 2026

Research Insight: System-level design, energy efficiency, and TCO drive AI hardware competition

AMD introduced its Helios system platform at CES 2026, marking a significant move in cloud AI computing competition from traditional single-chip performance to full rack-scale solutions...

Saturday 17 January 2026

US rollback on Chinese drone ban to only have limited influence on Taiwan IPC sector

The US Department of Commerce recently revoked restrictions imposed by the Federal Communications Commission (FCC) in late December 2025 that banned imports of new drones and components...

Friday 16 January 2026

Apple taps Google Gemini to power Siri, pushing private cloud and Taiwan's AI supply chain

As the race to embed artificial intelligence into consumer devices heats up, Apple has formally confirmed a strategic partnership with...

Friday 16 January 2026

Xiaomi reportedly skips 2nm for Xring O2, chooses TSMC 3nm to cut costs

Xiaomi's second-generation in-house mobile processor, the Xring O2, will skip TSMC's 2nm process and instead use the company's 3nm N3P...

Friday 16 January 2026

US AI data centers face grid connection delays, drive new power supply models

As demand for artificial intelligence computing surges globally, US AI data centers (AIDCs) are increasingly hindered by prolonged delays in securing power grid connections. The average...

Friday 16 January 2026

Quanta says AI industry faced three major waves in 2025, sees strong growth over next 2-3 years

Quanta Computer held its year-end banquet on the evening of January 15, 2026, during which company chairman Barry Lam highlighted three major waves that hit 2025. He named the tariff...

Friday 16 January 2026

US imposes 25% chip tariff under Section 232, but Taiwan secures strategic carve-outs in high-stakes talks

The US White House has formally announced a 25% import tariff on semiconductors under Section 232, while outlining multiple exemption mechanisms that could mitigate the impact on key...

Friday 16 January 2026

Phison, Infinitix build enterprise AI infrastructure stack

Demand for high-performance compute and storage for AI training and inference continues to climb. Phison has partnered with AI infrastructure...

Friday 16 January 2026

Honlynn pivots to cloud, cybersecurity, and AI as TPEx debut nears

Honlynn, a subsidiary of Abico Group, will be listed on the Taipei Exchange's Emerging Stock Board on January 16, 2026, marking a strategic inflection point as the company pivots from...

Friday 16 January 2026

Quanta's Yang sees triple-digit growth in 2026, no bubble concerns

Quanta Computer Executive Vice President and Quanta Cloud Technology President Mike Yang said on January 15 that the company's AI business...

Friday 16 January 2026

Taiwanese server supply chains in Mexico pivot to ASEAN as ASIC assembly boom

Following the US announcement of reciprocal tariffs in 2025, Taiwanese electronic manufacturing services (EMS) companies operating server assembly plants in Mexico are adjusting their...

Friday 16 January 2026

US data center growth strains electric grid, prompting proposed outages and industry pushback

The rapid expansion of data centers in the US is placing significant strain on the electric grid, prompting grid operators in multiple states to propose temporary power outages for...

Friday 16 January 2026

Tesla CEO reveals China's AI edge as xAI sparks US data center power race

According to Business Insider, Elon Musk, CEO of Tesla and founder of xAI, recently highlighted China's dominant position in AI computing power during a podcast, warning that...

Friday 16 January 2026

Foxconn holds the hardware keys to Apple's AI strategy

As Apple brings the Gemini model into the core architecture of Apple Intelligence, market focus has shifted to how this move will reshape the company's hardware investment strategy...

Friday 16 January 2026

Taiwan launches Smart Robot Research Center to advance everyday service robotics

The rapid evolution of robots with stable gait and agile manipulation—spotlighted at CES 2026—signals that robots integrated into daily life are moving from vision to reality...

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