CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 18 May 2026
TI says safety will decide 800V AI data center adoption and supplier wins
Pradeep S. Shenoy, a computing technology expert at Texas Instruments's (TI) US headquarters, recently shared his views on 800V architectures for AI data centers in a media appearance...
Monday 18 May 2026
Apple Watch blood pressure alerts drive TASC demand as 2026 redesign looms
Apple has added a new high blood pressure notification feature to Apple Watch, sharpening the device's health-management appeal. Market watchers expect a major redesign of high-end...
Monday 18 May 2026
Hiwin doubles robotics revenue share in 1Q26 on semiconductor automation demand
Taiwan precision motion-control leader Hiwin Technologies is accelerating growth on the back of semiconductor automation and robotics demand, with robot-related products emerging as...
Monday 18 May 2026
Taiwan firms seek tax breaks for AI compute center bids
Taiwan's Ministry of Digital Affairs (MODA) has revealed that three applicants have submitted bids for its AI compute center BOO (build-own-operate) program, which closed on May 14,...
Monday 18 May 2026
Asus leverages manufacturing expertise and memory supply edge to grow its South Korean server business
Asus is accelerating its push into the server market in South Korea, leveraging its manufacturing prowess, long-term ties with major memory makers, and flexible design and supply strategies...
Monday 18 May 2026
Huawei, Apple, and Xiaomi battle for market share with deep discounts
Just after midnight on May 15, Apple quietly cut prices across its iPhone 17 lineup in China, lowering official retail prices for the iPhone 17 Pro series by CNY1000 (approx. US$146),...
Monday 18 May 2026
Kioxia gets rare chance to challenge Samsung, SK Hynix in AI storage boom
Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash...
Monday 18 May 2026
DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes
Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another...
Monday 18 May 2026
Ennoconn outlines Kontron integration and physical AI push to target 20% ROE by 2030
Ennoconn Technology held a quarterly investor briefing, during which executives said the first-quarter results were weighed down by deferred, high-margin orders for intelligent software...
Monday 18 May 2026
Nvidia GB300 drives AI server boom as Vera Rubin ramp approaches third quarter
Nvidia's GB300 is becoming the mainstream AI server product in the first quarter of 2026, boosting ODM revenue and profit worldwide; with Vera Rubin servers due to ramp in the third...
Monday 18 May 2026
Oppo, Vivo keep telephoto lenses separate to protect margins

Oppo and Vivo are expanding their flagship Ultra models into overseas markets in 2026 as they upgrade operating systems, deepen cooperation...

Sunday 17 May 2026
Adlink bets on physical AI with robotics, healthcare, and semiconductors
Adlink Technology said on May 13 that edge AI demand continued to rise, helping the industrial PC maker deliver one of its strongest profit performances in recent quarters in the first...
Sunday 17 May 2026
Advantech charts five-year edge AI roadmap alongside CEO-to-chair transition plan
Advantech is deepening the integration of hardware and software for edge AI and is moving to unify its global partner conference with exhibition activities at COMPUTEX Taipei 2026...
Saturday 16 May 2026
AI server tracker: Rising server demand leads to high revenue growth for rail kit makers
Growing demand for AI is driving appetite for server components across cable connectors, cases, and rail kits. This wave has led most major Taiwanese players in the industry to record...
Friday 15 May 2026
TTI targets global ADC market with upstream next-gen linker and payload platforms
Taiwan-based Tripartite Therapeutics, Inc. (TTI) is positioning itself at the forefront of the global antibody-drug conjugate (ADC) race with a proprietary technology platform aimed...