Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 14 September 2026

STMicro lead times top 1 year, boosting Taiwan chip makers

AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering...

Monday 14 September 2026

China optical firms target photonics with mixed high-end, lower-cost push

The 2026 China International Optoelectronic Exposition (CIOE) closed on September 11. While near-eye display applications such as AR/VR and smart glasses drew attention, vendors' latest...

Monday 14 September 2026

China accelerates e-SIM's leap from wearables to smartphones

China's e-SIM adoption is moving beyond smartwatches and other wearables into smartphones at an accelerating pace.

Monday 14 September 2026

Foxconn subsidiary broadens AI interconnect role as 1.6T enters deployment

AI data centers are moving decisively toward 1.6T connectivity, with 800G now mainstream in AI clusters and 400G remaining common in general cloud and enterprise deployments.

Monday 14 September 2026

iPhone Duo's price opens room for Android rivals

Apple's new iPhone 18 series and first foldable, the iPhone Duo, could reshape smartphone demand worldwide by pushing some buyers toward Android rivals, channel players said. Higher...

Monday 14 September 2026

AI's energy demand ignites global nuclear rush, straining Taiwan's restart

A worldwide nuclear comeback, fueled by artificial intelligence data centers and semiconductor demand, is tightening supply chains and labor markets just as Taiwan considers restarting...

Monday 14 September 2026

Foldable smartphone panel shipments to grow 23% in 2026

Following the launch of Apple's first foldable iPhone, the iPhone Duo, combined sales momentum from Samsung Electronics, Huawei Technologies, Xiaomi, Oppo, Vivo, and Motorola is expected...

Monday 14 September 2026

Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years,...

Monday 14 September 2026

CPO nears mass production — next battle about interfaces, yield and maintenance

As AI computing bandwidth keeps rising, optical interconnect architectures are moving beyond pluggable optical modules toward near-packaged optics (NPO) and co-packaged optics (CPO)...

Monday 14 September 2026

Lite-On revenue rises in August on cloud power demand

Lite-On Technology posted NT$19.6 billion (approx. US$622.1 million) in consolidated revenue in August 2026, up 3% month-over-month and 25% year-over-year, as strong demand continued...

Monday 14 September 2026

India roundup: India says it cannot build electronics without China

India is accelerating its semiconductor and electronics ambitions, courting Taiwan, easing China restrictions, expanding local manufacturing and chip infrastructure, while global technology...

Sunday 13 September 2026

AI, 5G upgrades lift Taiwan's top three telecoms in August

Strong demand for AI and AI data centers, along with a wave of enterprise information and communications technology (ICT) projects moving into delivery, helped Taiwan's top three telecom...

Sunday 13 September 2026

AI server exports to US slow; electronics parts jump 1.5 times in August

Taiwan's Ministry of Finance on September 9 said electronic parts exports reached US$32.22 billion in August 2026, a record monthly high, rising US$11.83 billion, or 58%, from the...

Sunday 13 September 2026

AI server tracker: Taiwan optics race beyond 1.6T

Taiwan's optical communications supply chain is entering a more consequential phase of the AI infrastructure cycle. Demand is broadening...

Sunday 13 September 2026

Taiwan's BTL builds new plant for high-power AI server testing, eyeing 4Q27 launch

Electronic testing and certification provider BTL Inc. has kicked off construction plans for Guishan Plant 3. The expansion targets high-power testing capacity for AI server systems,...

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