Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 15 January 2026

Taiwan OTT growth stalls with viewership and subscriptions dropping, NCC reports

The National Communications Commission (NCC) recently released its Communications Market Report, revealing that Taiwan's over-the-top (OTT) streaming service market has shown signs...

Thursday 15 January 2026

Taiwan's top teleco trio's steady 2025 growth beat expectations

Taiwan's telecom market continued gradual growth in 2025 despite high penetration rates, with the top three operators—Chunghwa Telecom (CHT), Taiwan Mobile (TWM), and Far EasTone...

Thursday 15 January 2026

Exclusive: T-Glass shortage ripples through memory and advanced packaging markets

The global memory industry is confronting a growing capacity crunch, one that is increasingly rippling upstream to a shortage of glass...

Thursday 15 January 2026

Feeder line capacity emerges as critical battleground in global energy and tech race

As the world's focus shifts to energy transition, electricity is transforming from a basic utility into a strategic asset shaped by grid feeder line capacity. This emerging constraint...

Thursday 15 January 2026

Apple fully embraces Google Gemini, ends mobile AI battle?

Apple and Google have confirmed a new level of collaboration on AI this week. Following earlier cooperation using Google's TPU hardware, Apple will now base its future AI development...

Wednesday 14 January 2026

Gold Circuit Electronics sees record revenue on ASIC server orders, plans Taiwan expansion

PCB manufacturer Gold Circuit Electronics (GCE) posted a record-high full-year consolidated revenue in 2025, surging more than 50% year-over-year, driven by a ramp-up in ASIC server...

Wednesday 14 January 2026

SK Hynix reportedly trims consumer memory, shifts focus to servers

Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin...

Wednesday 14 January 2026

Apple leads 2025 global smartphone sales with upgrade strategy

Global smartphone shipments increased by 2% year-over-year in 2025, marking the second consecutive year of growth, according to Counterpoint Research. The growth was driven by strong...

Wednesday 14 January 2026

Google reportedly looks to shift high-end Pixel development to Vietnam to address export scrutiny

Google is reportedly planning to move the New Product Introduction (NPI) process for its high-end Pixel smartphones to Vietnam, a step that could mark a major shift in the tech giant's...

Wednesday 14 January 2026

Taiwan prosecutors target OnePlus founder for arrest in illegal hiring probe

Taiwanese prosecutors have issued an arrest warrant for OnePlus founder and CEO Pete Lau, alleging the Chinese smartphone maker illegally...

Wednesday 14 January 2026

Motorola eyes continued smartphone shipment growth through partnerships and overseas expansion

Motorola delivered strong smartphone sales in North America and Latin America in 2025, and looks to sustain momentum in 2026 by leveraging product innovation, AI integration, and cross-industry...

Wednesday 14 January 2026

Motorola unveils SiC battery tech for lighter, longer-lasting smartphones

Motorola announced three new smartphone models—edge 70, g57, and g86 Power—in Taiwan on January 12, highlighting a breakthrough in silicon-carbon (SiC) battery technology...

Wednesday 14 January 2026

AI-driven rise in server power fuels shift to advanced cooling fan technologies

At CES 2026, Nvidia revealed Vera Rubin, which significantly increases server power consumption, underscoring the urgent need for improved power delivery and energy efficiency. This...

Wednesday 14 January 2026

AI boom pushes Taiwan's GDP growth past 7%, masking tariff and talent strains on non-ICT sectors

Taiwan recorded a GDP growth of over 7% in 2025, driven by an AI-fueled export surge, yet the headline growth conceals mounting pressures on traditional industries grappling with US...

Wednesday 14 January 2026

FCC approves major expansion of SpaceX's Starlink satellite network

The US Federal Communications Commission (FCC) has formally authorized SpaceX to deploy an additional 7,500 second-generation Starlink satellites into low-Earth orbit, bringing the...

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