Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Sunday 1 March 2026

Taiwan's Fitipower eyes stronger year as AI and edge chips gain traction

Fitipower, a Taiwanese driver IC and semiconductor supplier, offered a cautiously optimistic outlook for 2026 during its February 25 investor briefing. Chairman Young Lin said the...

Sunday 1 March 2026

Chipmakers pivot to new growth areas as memory shortages weigh on smartphones

Nearly all smartphone brands are facing pressure from severe memory supply constraints. Major Chinese smartphone brands have indicated that their procurement volumes this year will...

Sunday 1 March 2026

Ericsson teams up with MediaTek, Apple to showcase 6G ecosystem at MWC

Telecommunications giant Ericsson has announced its participation at the 2026 Mobile World Congress (MWC), scheduled for March 2 to 5 in Barcelona, under the theme "Enter new horizons."...

Sunday 1 March 2026

BizLink advances modular integration to boost data center interconnect growth

Despite no signs of a slowdown in AI infrastructure investments by global cloud service providers (CSPs), debates about a potential AI bubble persist. BizLink CEO Felix Teng emphasized...

Sunday 1 March 2026

Chunghwa Telecom eyes pre-6G push at MWC 2026

Chunghwa Telecom will participate in the 2026 Mobile World Congress (MWC) in Barcelona, Spain, from March 2 to 5, unveiling its core strategy for "pre-6G next-generation communications."...

Saturday 28 February 2026

Android phone makers gear up for MWC to challenge Samsung

Samsung Electronics officially unveiled the Galaxy S26 series of smartphones in the early hours of February 26 2026, Taipei time. Alongside its annual hardware upgrades to the flagship...

Friday 27 February 2026

Wiwynn's AI products exceed 50% of sales in 2025, revenue and profit double

US cloud service providers (CSP) continue to invest heavily in artificial intelligence (AI), with Nvidia's latest fourth-quarter fiscal 2026 earnings report showing record-high revenue,...

Friday 27 February 2026

Nobel laureate John Martinis explains quantum computing's industrial revolution from lab to fab

As AI dominance drives computing costs to unprecedented heights, a surprising truth is emerging at the front of quantum technology: the future of AI may depend not on replacing classical...

Thursday 26 February 2026

BizLink sees HPC and semiconductor revenue surpass 50% with AI data center upgrade wave

As generative AI drives rapid expansion in data centers and high-performance computing (HPC) infrastructure, the importance of interconnect technology is evolving from traditional...

Thursday 26 February 2026

Nvidia constrained in China as local AI players strengthen market position

Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...

Thursday 26 February 2026

King Slide says GenAI-driven density surge will raise slide rail demand and reshape supply footprints

King Slide, a manufacturer of server slide rails, told investors on its fourth-quarter 2025 earnings call on February 25 that generative AI-driven upgrades to data center architectures...

Thursday 26 February 2026

Cloud AI's ripple effect: A comeback for 8-inch wafers

The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.

Thursday 26 February 2026

Samsung pushes Galaxy S26 output despite chipflation headwinds

On February 26, 2026, Samsung Electronics officially launched its latest flagship Galaxy S26 smartphone series alongside the new Galaxy Buds4 wireless earbuds, signaling a renewed...

Thursday 26 February 2026

As US-China trade frays, Taiwan emerges at the center of America's AI supply chain

Amid a deepening structural decoupling between the US and China and the full-scale launch of the artificial intelligence (AI) investment...

Thursday 26 February 2026

Nvidia says space data centers are feasible but uneconomic for now

At the latest earnings call on February 25, Nvidia chief executive Jensen Huang said deploying data centers in space is technically feasible but currently uneconomic. However, he expects...

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