Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

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...

Wednesday 19 August 2026

Alibaba's Lingxi sale shows how AI is redrawing China's Big Tech priorities

As AI infrastructure increasingly absorbs both capital and management attention across China's technology sector, even profitable businesses...

Wednesday 19 August 2026

Baidu's AI cloud engine accelerates as advertising drag deepens

Baidu's second-quarter 2026 results confirm a business in the midst of a wrenching handover: an AI-powered core that is scaling faster...

Wednesday 19 August 2026

Rattled supply chains: Over half of Taiwan firms feel the squeeze of US-Iran conflict

More than half of Taiwanese companies surveyed by TAITRA reported being negatively affected by the US-Iran conflict, with rising costs...

Wednesday 19 August 2026

China dominates optical modules but US allies hold the upstream keys

The technology rivalry between the US and China is spreading into a new part of the AI supply chain: optical transceivers, the critical devices that connect AI servers to fiber-optic...

Wednesday 19 August 2026

Airoha, MediaTek back IC Plus against Realtek in switches

Ethernet chipmaker IC Plus said on August 17 that its operations in 2026 have improved significantly after Airoha Technology took a...

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