Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

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...

Monday 9 March 2026
Apple reshapes product lineup with budget MacBook and ultra-premium push
Apple is reshaping its product lineup at both ends of the price spectrum, introducing a lower-cost MacBook while reportedly preparing a new wave of ultra-premium devices aimed at the...

Monday 9 March 2026
OpenAI, Oracle rethink Texas expansion, though Stargate buildout continues
OpenAI and Oracle's decision to drop a planned expansion at their flagship Texas AI campus highlights the shifting economics and technology cycles of large-scale AI infrastructure...

Monday 9 March 2026
Samsung keeps Galaxy S26 price hikes modest in Taiwan as memory costs rise
Samsung Electronics officially unveiled its annual flagship Galaxy S26 series and Galaxy Buds4 Bluetooth earphones on February 26, with Taiwan promotions announced on March 4. Rising...

Monday 9 March 2026
Taiwan stands firm on US investment commitments, pursuing strategic high-tech partnership amid legal shifts
Taiwan's tariff negotiations with the US initially yielded relatively favorable terms, bringing Taiwan's export tariffs in line with those of Japan and South Korea. However, a recent...

Monday 9 March 2026
Samsung Display secures largest OLED supply for iPhone 17e, BOE's lead role questioned
Samsung Display (SDC) has reportedly secured the largest share of orders supplying OLED panels for Apple's latest budget smartphone, the iPhone 17e. This development overturns earlier...

Sunday 8 March 2026
Applied Materials VP warns AI growth may hit energy, not chip limits
AI is rapidly driving global computing demand and accelerating semiconductor industry growth. Applied Materials vice president Erix Yu expects the semiconductor market to reach US$1...

Sunday 8 March 2026
Broadcom CEO sees copper interconnects viable through 2028
Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

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