Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Sunday 19 April 2026

Taiwan networking firms post strong 1Q26 results on data center, Wi-Fi 7 demand

Taiwan's networking equipment makers reported stronger-than-seasonal performance in the first quarter of 2026, supported by demand from...

Sunday 19 April 2026

Amazon acquisition highlights growing race in satellite communications

Amazon's move to acquire satellite communications operator Globalstar for approximately US$11.57 billion is widely seen as a step toward deeper consolidation in the satellite industry,...

Saturday 18 April 2026

Memory price surge hits Xiaomi shipments, forces strategy shift

Rising memory prices are reshaping the global smartphone market. The shift is triggering a broad slowdown and accelerating structural shifts across China's handset industry. Data from...

Saturday 18 April 2026

Commentary: AI drives CPU crunch, lifting data center demand and pricing

The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands...

Friday 17 April 2026

Google reportedly in talks with Pentagon over classified use of Gemini AI models

Google is in talks with the US Department of Defense that would allow the Pentagon to use the company's Gemini AI models for classified purposes, according to The Information...

Friday 17 April 2026

Aurotek launches three AI robots to boost Taiwan's smart automation market

Aurotek's unveiling of three new intelligent robots on April 16, developed with partner Pudu Robotics, signals broader options for global industries seeking automation. The system...

Friday 17 April 2026

OpenAI reportedly to spend over US$20 billion on Cerebras chips, reducing reliance on Nvidia

OpenAI has reportedly entered into a multi-year agreement to pay chip startup Cerebras Systems more than US$20 billion for AI server capacity,...

Friday 17 April 2026

Foxconn Industrial Internet surpasses Huawei in 2025 revenue, driven by AI servers

Foxconn's industrial arm, Foxconn Industrial Internet (FII), has ridden the AI server boom to become a revenue leader, illustrating to global manufacturers how advanced production...

Friday 17 April 2026

Sivers and Jabil partner on 1.6T optics to tackle AI power demands

Sivers Semiconductors and Jabil have announced a collaboration to develop a 1.6T optical transceiver module aimed at addressing the growing energy demands of AI data center interconnects...

Friday 17 April 2026

CPU shortage more acute than memory; industry awaits Intel 18A yield improvement

A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity...

Friday 17 April 2026

TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity

TSMC delivered an above-expectations financial performance in the first quarter of 2026 and remains optimistic about continued strong demand for advanced process technologies entering...

Friday 17 April 2026

Taiwan paves the way for stablecoin adoption as landmark law advances amid global trends

Taiwan is edging closer to a regulated stablecoin ecosystem, with policymakers signaling support for fiat-linked digital assets and advancing landmark legislation that could reshape...

Thursday 16 April 2026

China smartphone market shifts to premium, Huawei and Apple lead in 1Q26

China's smartphone market contracted in the first quarter of 2026, but stronger-than-expected demand for premium devices from Huawei and Apple helped cushion the decline and reshape...

Thursday 16 April 2026

Kbro enters 10G era with NT$10 billion investment, advocates heterogeneous network backup to replace price wars

Taiwan's Kbro Broadband on April 15 unveiled its next-generation 10G broadband service, backed by a planned NT$10 billion (approx. US$316.45 million) investment to upgrade network...

Thursday 16 April 2026

Rising component costs could shrink smartphone shipments by over 10% in 2026

Rising upstream component costs and higher new-phone prices are expected to slow global smartphone shipments in 2026, fueling stronger demand for used devices internationally and prompting...

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