Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 10 March 2026

HPE beats earnings expectations as networking strength offsets cloud softness

Hewlett Packard Enterprise (HPE) reported stronger-than-expected profitability for the first quarter of fiscal 2026, supported by robust networking demand and cost discipline. Analysts...

Tuesday 10 March 2026

Moxa eyes Middle East market growth amid energy and AI infrastructure demand

Industrial communication and networking equipment provider Moxa has identified the Middle East as a key fast-growing market over the next three to five years, highlighting the region...

Tuesday 10 March 2026

Quanta AI server surge cuts notebook revenue share below 20%

Quanta continued to benefit from demand for AI servers. In February 2026, notebook shipments were weak, yet revenue declined only 6.6% month-over-month...

Tuesday 10 March 2026

Phison says NAND prices jumped 50% overnight as supply crunch continues

NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight, according to Phison Electronics CEO Khein-seng Pua.

Tuesday 10 March 2026

AI short drama 'Huo Qubing' goes viral, Seedance 2.0 cuts video generation cost below US$0.14/sec

AI-generated video technology is rapidly disrupting the film and television industry. The recent AI-generated Chinese short drama Huo Qubing has gone viral on social media,...

Monday 9 March 2026

Next-gen flagship smartphones shift to optical innovation with variable aperture and metalens

The global smartphone market is shifting from volume expansion to value-driven competition. Although rising costs have slowed shipment growth,...

Monday 9 March 2026

IEI Integration sees profit squeeze but expects recovery in 2026

IEI Integration faced pressure on revenue and profits throughout 2025, with a further decline recorded in February 2026, citing geopolitical tensions, material shortages, tariffs,...

Monday 9 March 2026

US lawmakers seek to extend Huawei sanctions to US subsidiary Futurewei

Bipartisan US lawmakers are pressing the Trump administration to extend Huawei sanctions to its US research subsidiary, Futurewei...

Monday 9 March 2026
US and Finland lead bids for Taiwan's quantum hybrid computing system
The Taiwanese government has decided to advance its second-phase quantum computing program. It will build a high-power quantum computing (HPQC) heterogeneous hybrid computing system...

Monday 9 March 2026
Taiwan server makers race to add quantum capabilities to protect future orders
AI servers priced roughly ten times higher than conventional servers now dominate global shipments, with about 90% assembled in Taiwan....

Monday 9 March 2026
Taiwan's telecoms showcase AI solutions at 2026 Smart City Expo, focusing on resilience and sustainability
Asia's largest professional smart city exhibition, the 2026 Smart City Summit & Expo, is set to open on March 17, with Taiwan's three major telecom operators highlighting AI-driven...

Monday 9 March 2026
Inside Apple's US$599 MacBook Neo and the 3D-printed future
The launch of the US$599 MacBook Neo has sparked a global debate over how Apple managed to hit such a breakthrough price point without abandoning its premium identity. While industry...

Monday 9 March 2026
MWC 2026: How AI is reshaping devices, networks, and data policy
MWC 2026 placed comprehensive AI integration front and center. The show covered everything from smartphones and wearables to telecom networks and cloud infrastructure. Industry observers...

Monday 9 March 2026
Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions
Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence...

Monday 9 March 2026
Micron: LPDRAM server demand to outpace market; Taiwan key production base
The rapid expansion of generative artificial intelligence (AI) and large language models (LLMs) is driving a new phase of transformation in data center memory architecture, according...

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