Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 21 August 2026

Elice to build South Korea's first warm-water-cooled AI data center, unveils coding agent

South Korean AI infrastructure provider Elice Group is expanding on two fronts, adding enterprise AI transformation (AX) solutions while building what it says will be the country's...

Friday 21 August 2026

DIGITIMES's Colley Hwang warns Taiwan AI data center capacity lags South Korea

The inference economy has arrived, and Taiwan's tech industry must transition from the "knowledge economy" to the "inference economy,"...

Friday 21 August 2026

Column: Is 800V really 'high voltage'? —AI data centers revive an old power debate

High-voltage direct current (HVDC) is currently one of the hottest areas of technology and product development for AI data centers. It is not only the first layer of what Nvidia CEO...

Friday 21 August 2026

Charts: Foxconn is losing share of Taiwan's EMS revenue as Quanta and Wistron near double

The sub-sector's dominant supplier grew 37.9% year to date and still ranks only seventh of 20, while the other 19 companies grew 56.9% between them.

Thursday 20 August 2026

Nexcom brings together dozens of partners to build open AI robotics ecosystem

Industrial computer (IPC) maker Nexcom International on August 19 officially unveiled its RoboWIZ AI Robotics Open Platform concept at the 2026 Automation Taipei exhibition, bringing...

Thursday 20 August 2026

Kenmec subsidiaries target SiC, AIDC growth

Kenmec Group founder and president Frank Hsieh said on August 19 that two of the company's new businesses have taken shape, with Taisic...

Thursday 20 August 2026

InPsytech 1H26 revenue jumps over 50% on AI data center wins

InPsytech held its second-quarter 2026 earnings briefing and reported strong first-half results, with first-half revenue reaching NT$289 million (approx. US$9 million), up 50.4% from...

Thursday 20 August 2026

Beyond Starlink: the LEO satellite market enters a multi-constellation race

For years, SpaceX's Starlink has defined the commercial low-Earth-orbit (LEO) satellite market, transforming satellite connectivity from a niche communications technology into a global...

Thursday 20 August 2026

Solomon unveils AI vision tools for smart manufacturing at Automation Taipei 2026

AI vision company Solomon is presenting new factory automation tools at Automation Taipei 2026, including an agentic physical AI platform,...

Thursday 20 August 2026

China dominates global robot shipments as World Robot Conference opens in Beijing

While robotics companies worldwide vie for business opportunities, Chinese vendors currently account for more than 90% of global humanoid...

Thursday 20 August 2026

AI server market CAGR nears 40%; rack power density surging 100-fold poses grid strain

Speaking at the 2026 Taiwan AI Academy Annual Conference held on August 18 at Academia Sinica's Social Sciences building, Neo Yao, CEO of Foxconn's Visionbay.ai, and Huang-Jen Chiu,...

Thursday 20 August 2026

Xiaomi's AI-EV Pivot gains momentum as memory costs pressure Q226 smartphone business

Xiaomi is accelerating its transition from a smartphone-focused electronics manufacturer toward a broader technology ecosystem company, as artificial intelligence (AI), electric vehicles...

Wednesday 19 August 2026

Taiwan Mobile sees Systex deal as AI-driven expansion play, targets 14% ICT market share

Taiwan Mobile (TWM) recently announced a tender offer for Systex, setting a goal of doubling its share of Taiwan's information services market from 7% to 14% within six years. TWM...

Wednesday 19 August 2026

Tatung to complete self-built AI data center PoC by September, secures edge AI order

Taiwan's Tatung held an earnings call on August 18, during which company president Sung-pin Chang stated that the group's self-built artificial intelligence (AI) data center proof...

Wednesday 19 August 2026

Google to move all Pixel production out of China in 2027, Nikkei Asia says

Google has told suppliers it plans to move all production of Pixel smartphones, smartwatches and wireless earbuds out of China starting in 2027, after making progress developing and...

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