Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 14 August 2026

Phison reports record second quarter profit as AI storage demand surges

Phison Electronics reported record second-quarter results for 2026, with profit and revenue both reaching new highs as AI-driven storage demand accelerated. The Taiwan-based NAND controller...

Friday 14 August 2026

Quanta posts record second quarter revenue as AI server demand surges

Quanta Computer reported record second-quarter results on August 13, driven by strong demand for AI servers and notebooks. The Taiwanese electronics manufacturer said consolidated...

Friday 14 August 2026

Alibaba Cloud launches Zhenwu M890 supernode for commercial use

Alibaba Cloud has begun commercial service for its Zhenwu M890 supernode in Ulanqab, Inner Mongolia, giving global customers an early look at how AI infrastructure is shifting toward...

Friday 14 August 2026

China PCB makers pour billions into AI server, HPC, optical markets

Chinese printed circuit board (PCB) makers are stepping up investment in higher-value markets including AI servers, high-performance computing (HPC) and optical communications. Following...

Friday 14 August 2026

Lenovo turns a memory-price shock into a share gain

Lenovo Group's first quarter of fiscal 2026/27 shows a company using an industry-wide cost problem as a competitive weapon. Group revenue reached US$26.9 billion for the three months...

Friday 14 August 2026

Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices

Lenovo Group told investors on its August 13, 2026 earnings call that record AI-driven growth is outpacing the company's targets, even as executives warned that memory chip shortages...

Friday 14 August 2026

Cerebras raises 2026 outlook as hardware sales weaken

AI chip startup Cerebras Systems raised its full-year 2026 core revenue and gross margin outlook after reporting second-quarter results, but the company also disclosed declining hardware...

Friday 14 August 2026

Asus sees stronger second-half PC demand despite memory pressure, stronger server outlook

Asus said record second-quarter results have set a higher base for 2026. Still, investors are now watching whether the company can sustain momentum through the second half as memory...

Friday 14 August 2026

Intel tests system memory to ease AI KV-cache pressure

Intel tests presented at the OCP APAC Summit 2026 that moving the key-value cache used in large language model (LLM) inference from GPU memory to system DRAM can raise serving throughput...

Friday 14 August 2026

Gem Terminal's second-quarter profit hits 16-quarter high on copper and connector demand

Gem Terminal Industry said its net profit in the second quarter of 2026 reached a 16-quarter high as niche products and improved production efficiency in Taiwan and Vietnam lifted...

Friday 14 August 2026

Taiwan Microloops posts record July revenue as AI cooling demand lifts second-half outlook

Taiwan Microloops reported stronger second-quarter and first-half 2026 results, supported by rising shipments of cooling modules for AI server customers. The Taiwan-based supplier...

Friday 14 August 2026

Kaori Heat Treatment to invest NT$3 billion in Taiwan and Thailand expansion

Kaori Heat Treatment has approved a major capacity expansion in Taiwan and Thailand as demand rises for AI cooling components and fuel cells. The heat-treatment maker said its board...

Friday 14 August 2026

Beyond silicon and copper: OCP APAC looks under the hood of future AI infrastructure

AI's appetite for compute is growing at such speeds that simply building bigger versions of today's data centers may no longer cut it.

Thursday 13 August 2026

Oracle's transformation from enterprise software to AI powerhouse

Oracle and quantum computing leader Quantinuum have entered a multi-year strategic partnership to bring Quantinuum's next-generation...

Thursday 13 August 2026

Taiwan's packaging and integration ecosystem positions it as the backbone of CPO scaling, Ayar Labs says

The technical feasibility of co-packaged optics (CPO) has been demonstrated repeatedly at major industry conferences in recent years...

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