Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 7 April 2026

Advantech tops US$635 million in 1Q26 revenue on edge AI demand surge

Driven by accelerating real-world deployment of edge AI applications across major global markets, industrial PC (IPC) maker Advantech reported...

Tuesday 7 April 2026

Rapid deployment and flexible scalability drive the rise of modular data centers

As GPU platforms continue to iterate each year, the buildout of AI infrastructure is accelerating in tandem. For data center operators, cloud service providers, hyperscalers, and large...

Tuesday 7 April 2026

Foxconn posts strong March revenue, expects 2Q26 growth despite seasonal trends

Foxconn reported a robust consolidated revenue of NT$803.7 billion (approx. US$25.1 billion) in March 2026, driven by sustained demand for AI cloud products and restocking across all...

Tuesday 7 April 2026

With Vera, Nvidia stops borrowing and starts building its own CPU muscle

Since artificial general intelligence (AGI) depends heavily on the CPU, Nvidia CEO Jensen Huang aims to build the most efficient "AI factory" by tightly controlling CPU development...

Monday 6 April 2026

Smartphone order cuts hit IC design as recovery pushes to 2027

Market sentiment toward the 2026 smartphone outlook has turned increasingly pessimistic. On the supply side, rising component costs have expanded beyond memory to include across-the-board...

Sunday 5 April 2026

Apple pricing seen as key to 2026 smartphone slump

The global smartphone market is set for its steepest decline in more than a decade in 2026, as surging memory prices drive up device costs and weaken demand, according to the International...

Friday 3 April 2026

Taiwan pushes ahead with AI and tech agenda even as budget deadlock threatens fiscal paralysis

Taiwan sits at a rare intersection of economic momentum and political gridlock. The island's economy expanded 8.68% in 2025, exports hit a record US$640.75 billion, and per capita...

Friday 3 April 2026

LG Energy Solution reportedly adopts new battery method for Tesla

LG Energy Solution has introduced a new "double stack" manufacturing process for prismatic batteries to be supplied to Tesla, according to South Korea's The Elec, as the battery...

Thursday 2 April 2026

Wiwynn taps optics chief to deepen CPO push for AI servers

Wiwynn has nominated LandMark Optoelectronics chairman and CEO Steven Chang to its 2026 board, reinforcing its push into co-packaged optics...

Thursday 2 April 2026

IBM and Arm collaborate on dual‑architecture hardware to broaden enterprise AI deployment

IBM and Arm announced a collaboration to build dual‑architecture hardware aimed at running AI and data‑intensive workloads with more flexibility, reliability, and security,...

Thursday 2 April 2026

Nvidia invests US$2 billion in Marvell to integrate NVLink Fusion with ASICs

On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although...

Thursday 2 April 2026

Samsung raises prices on select 2025 flagship smartphones as chipflation and currency bite

Samsung Electronics is planning to increase the prices of certain smartphone models released in 2025, marking a rare move amid rising global chip prices and fluctuating exchange rates,...

Thursday 2 April 2026

Chinese companies capture nearly 41% of domestic AI accelerator server market

China's AI accelerator server market is gradually shifting away from using Nvidia chips to domestic GPU and AI chip makers, with Chinese companies capturing almost 41% of the market...

Thursday 2 April 2026

Commentary: What's the real game behind Arm's chip venture?

Amid AI-driven shifts, Arm launched its AGI CPU in March 2026 to address system-level optimization lacking in highly customized data center CPUs. Partnering with Meta and supported...

Thursday 2 April 2026

The ascension of Arm: hyperscalers rewire AI server CPUs for the post-x86 era

The architecture of host CPUs in custom AI servers is undergoing a significant shift, with proprietary Arm-based designs steadily displacing traditional x86 processors, according to...

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