Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 8 May 2026

Accton's blowout quarter signals hyperscalers are still spending hard on AI infrastructure

Accton Technology reported consolidated results for the first quarter of 2026 after a board meeting on the 7th, disclosing that revenue rose to NT$70.121 billion, up 64.02% year on...

Friday 8 May 2026

Shenmao rides the AI infrastructure boom to record revenue growth

Taiwanese solder materials manufacturer Shenmao Technology said surging demand from the artificial-intelligence server supply chain, coupled with expanding shipments to Southeast Asia...

Friday 8 May 2026

Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs

AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across...

Friday 8 May 2026

Anpec plans midyear 15% price hike to protect PMIC margins

Taiwan power management IC (PMIC) maker Anpec Electronics recently said its 2026 growth momentum will mainly rely on demand in non-PC applications to offset declines in PC-related...

Friday 8 May 2026

AI-driven capital spending by hyperscalers reshapes global EMS competition and supply chain strategy

Hyperscaler AI capital spending is rapidly reshaping global EMS and ODM strategies, driving firms like Luxshare to pivot from smartphones toward AI infrastructure opportunities, while...

Friday 8 May 2026

Chenbro Micom sees strong second-half 2026 server demand as AI build-out continues

Chenbro Micom said demand driven by AI deployments remained clear for the second quarter and the second half of 2026 as the company accelerated localization of manufacturing and operations...

Friday 8 May 2026

Memory shortages choke AI storage orders, says Hitachi Vantara

AI-driven demand is turning storage into one of the hottest segments in enterprise infrastructure, but tightening memory supply and rising...

Friday 8 May 2026

Column: The sim-to-real problem—why robots that pass every test still fail on the floor

Simulators are robotics' most seductive shortcut. Spin up a virtual environment, generate millions of training trajectories at near-zero cost, tune the weather, reposition the obstacles,...

Thursday 7 May 2026

MediaTek opens AI R&D data center in Taiwan with Nvidia DGX SuperPOD

MediaTek announced the opening of a new research and development data center at the Tongluo Science Park in Miaoli, Taiwan, aimed at supporting growing demand for edge AI and cloud...

Thursday 7 May 2026

Advantech warns supply constraints will temper near-term growth despite strong order momentum

Advantech reported sharply accelerated first-quarter 2026 order momentum but cautioned that tight component supply and rising material costs will constrain its near-term outlook, even...

Thursday 7 May 2026

Gemtek sees no end to high-end optical demand, 1.6T mass production set for 4Q26

Network equipment maker Gemtek Technology, following the launch of its 800G linear-drive pluggable optics (LPO) optical module in 2025, announced on April 6 that it has successfully...

Thursday 7 May 2026

Alphabet's global debt blitz underscores explosive AI funding boom across tech industry

Alphabet has significantly expanded its global borrowing program to finance artificial intelligence (AI) infrastructure, raising nearly US$17 billion through euro- and Canadian dollar-denominated...

Thursday 7 May 2026

From market leader to exit: Samsung pulls out of China's home appliances market

Samsung Electronics' decision to withdraw from China's home appliance market marks the end of a long and gradual erosion of its once-dominant...

Thursday 7 May 2026

From chips to telecoms, South Korea faces an AI-era labor reckoning

Labor tensions across South Korea's technology sector are intensifying, and the conflict is no longer confined to traditional disputes between workers and management. Increasingly,...

Thursday 7 May 2026

Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates

Yotta Data Services is considering an initial public offering in Mumbai that could raise as much as US$900 million, according to sources familiar with the matter, as reported by Bloomberg...

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