Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 13 April 2026

Taiwan's AI revenue boom masks deeply divided industry: 1Q26 data analysis

The headline numbers for Taiwan's listed tech companies in the first quarter of 2026 are strong, but a sector-by-sector breakdown of 238 companies reveals a story far more nuanced...

Monday 13 April 2026

Taiwan's monthly exports top US$80 billion for first time, fueled by AI demand

Taiwan's exports rose to a record high in March, supported by demand for artificial intelligence (AI) and memory-related products, according...

Monday 13 April 2026

Interview: AI compute expands into space, Ramon.Space and Ingrasys team up for 2027 commercial deployment

As demand for AI computing continues to surge, terrestrial data centers are facing mounting constraints in power supply, thermal management, and land availability. As a result, the...

Monday 13 April 2026

Apple seeks Samsung internal data for US antitrust defense

Apple is attempting to obtain confidential internal data from Samsung Electronics as part of its defense against a US antitrust lawsuit, aiming to use Samsung's market information...

Monday 13 April 2026

Quantum meets AI: which Asian nation will take the lead in sovereign tech?

AI and quantum computing are converging — and the geopolitical consequences are profound. At the GITEX AI Asia forum, industry experts argued that this integration goes beyond...

Monday 13 April 2026

Hormuz conflict exposes Southeast Asia's energy fault lines

A blockage of the Strait of Hormuz following conflict between the US and Iran is raising energy supply risks for Southeast Asia, with import-dependent economies most exposed. If the...

Monday 13 April 2026

Taiwan ramps up science park expansion as TSMC growth pushes capacity limits

Powered by surging semiconductor investment—led by TSMC—Taiwan's science parks are nearing full capacity, accelerating government efforts to expand land, infrastructure,...

Monday 13 April 2026

Exclusive: Apple's foldable iPhone faces production delay, but 2026 launch still in sight

The timing of mass production for Apple's first foldable iPhone has become a focal point of industry scrutiny. According to sources within...

Monday 13 April 2026

AI server tracker: Taiwanese thermal solution providers entering structural AI growth phase as liquid cooling adoption accelerates

Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem in 2026, even though their absolute revenue scale remains far...

Monday 13 April 2026

Intel and SambaNova deepen alliance to capture AI infrastructure demand

As artificial intelligence moves from experimentation to full-scale production, companies are confronting the limits of GPU-only inference...

Sunday 12 April 2026

Pan-International bets on AI servers as automotive demand growth slows in 2Q26

Pan-International, a Foxconn subsidiary specializing in connectors, reported a year-over-year revenue decline in the first quarter of 2026 due to cautious customer sentiment and stagnant...

Sunday 12 April 2026

How long can the AI server ODM boom last as growth begins to slow

Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...

Saturday 11 April 2026

AdaniConneX CEO outlines gigawatt-scale India data center push amid AI infrastructure surge

At GITEX AI Asia, AdaniConneX CEO Jeyakumar Janakaraj said the company is building toward gigawatt-scale data center capacity in India,...

Saturday 11 April 2026

Beyond AI: Energy, capital and sovereignty will define Asia's next factories

Artificial intelligence is entering a capital-intensive phase, with industry executives warning that Asia's next generation of factories will be defined less by breakthroughs in algorithms...

Saturday 11 April 2026

OpenAI pauses Stargate UK, energy costs and regulation stall AI data centre plans

OpenAI has put its Stargate UK project on hold, citing high energy costs and regulatory uncertainty, in a setback for the UK's ambitions to position itself as a global artificial intelligence...

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