Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 15 July 2026

AI server tracker: Power and thermal suppliers lead June revenue growth

Taiwan's AI server component suppliers generally maintained healthy revenue momentum in June, with power supply, thermal solution and baseboard...

Wednesday 15 July 2026

LimX Dynamics raises US$200B in fundraising round as it prepares for public listing

LimX Dynamics Technology, a general-purpose humanoid robot and embodied AI company, has announced the completion of its pre-IPO round of financing, raising nearly US$200 million. The...

Wednesday 15 July 2026

MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second...

Wednesday 15 July 2026

Memory-cost squeeze is reshaping China's smartphone market, and only Huawei and Apple are winning from it

China's smartphone market is being reordered by the cost of the parts inside the phone rather than by any loss of appetite for the devices, and the second quarter of 2026 showed that...

Wednesday 15 July 2026

Apple reportedly explores PrismML's AI compression technology to bring larger models onto iPhones

Apple is reportedly evaluating AI model compression technology from Silicon Valley startup PrismML as it seeks to run more capable AI models...

Wednesday 15 July 2026

Taiwan and Japan expand all-photonic network ties for AI and research

Taiwan and Japan are expanding deployment of the IOWN all-photonic network to improve research connectivity and provide backup AI computing capacity. The effort comes as Taiwan promotes...

Wednesday 15 July 2026

Japan ramps up AI and quantum investment to strengthen technology leadership

Japan's new growth strategy could ripple well beyond its borders as it channels public investment into AI, quantum technologies, and advanced networks that align with priorities already...

Wednesday 15 July 2026

IBM issues rare mid-quarter warning as AI-driven memory shortage shifts enterprise spending away from software

A rare mid-quarter warning from IBM triggered the sharpest single-day decline in the company's 115-year history on Tuesday, and the reasons chief executive Arvind Krishna gave point...

Wednesday 15 July 2026

Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates

Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence...

Wednesday 15 July 2026

QBit Semiconductor June revenue hits record as SoC and ASIC demand rises

QBit Semiconductor reported a June consolidated revenue of NT$132 million (US$4.1 million) in 2026, a record high marking a rise of 108.5% from the previous month and 41.1% from a...

Wednesday 15 July 2026

AI image sensor chip makers accelerate shift to algorithms, modules

AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as...

Tuesday 14 July 2026

Nvidia cuts list of approved Asian chip buyers by more than half to prevent diversion to China

Nvidia has removed more than half of the Asian customers it previously authorized to buy its advanced chips, after creating a new internal...

Tuesday 14 July 2026

Rambus unveils DDR5 9600 chipset for next-generation AI servers

Rambus has introduced a new DDR5 9600 server RDIMM chipset aimed at faster, denser data center memory systems. The move matters beyond one supplier because higher bandwidth and better...

Tuesday 14 July 2026

Huaqin expects first-half net profit to jump over 50%, but core earnings growth stays modest

Chinese contract-manufacturing giant Huaqin Technology expects its net profit for the first half of 2026 to rise between 53.5% and 61.5% year-over-year, to a range of CNY2.9 billion...

Tuesday 14 July 2026

Global smartphone shipments fall to the lowest 2Q level since 2013 amid memory shortage

According to Counterpoint's latest market tracker, global smartphone shipments fell sharply in the second quarter of 2026, underscoring...

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