Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 14 April 2026

Sovereign AI drives CSPs and telcos toward decentralized architectures for monetization

At the recently concluded GITEX AI Asia conference, executives from Nokia, AI chip innovator Blaize, and Indonesian telecom provider Datacomm discussed the evolution of AI infrastructure...

Tuesday 14 April 2026

Vietnam-China talks target energy security, telecom, infrastructure deals

Vietnamese Communist Party General Secretary and State President To Lam will pay a state visit to China from April 14-17, where he is set...

Tuesday 14 April 2026

Microsoft plans Copilot overhaul with OpenClaw-like agentic features to win over enterprise clients

Microsoft is developing new OpenClaw-like features for its AI assistant Copilot, according to The Information. The updated tool would be targeted at enterprise customers as...

Tuesday 14 April 2026

Apple increased foldable display inventory by 20% ahead of iPhone Fold launch

Despite slowing growth in the foldable smartphone market, Apple has reportedly increased its foldable display panel inventory by 20% for its first foldable phone, the iPhone Fold,...

Tuesday 14 April 2026

Huawei backs optical chip push through photonics supplier investment

AI data centre and high-speed computing demand are pushing optical communications and photonic chips into focus, as data transmission bottlenecks reinforce the strategic role of photonics...

Tuesday 14 April 2026

Winmate shifts to AI platform with defense and edge computing as dual engines

Winmate's focus on edge AI and defense markets could reshape its global footprint, promising higher-margin sales and expanded production in Europe, the US, Japan, and Thailand. Customers...

Tuesday 14 April 2026

March 2026 revenue for ODM/EMS surged on back of AI server demand

Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond...

Tuesday 14 April 2026

Asus exceeds expectations with 2x server revenue and growing notebook shipments

Asus has recently unveiled two major surprises in its business outlook. According to supply chain sources, the company's newly set internal targets for 2026 notebook shipments and...

Tuesday 14 April 2026

Nanya Technology posts NT$26 billion profit in 1Q26 as DRAM prices surge over 70%

Nanya Technology reported strong financial results for the first quarter of 2026, driven by a significant rise in DRAM prices and artificial intelligence (AI)-fueled demand across...

Tuesday 14 April 2026

Phison eyes US$1.4B fundraising to tackle severe NAND shortage in 4Q26

Phison Electronics founder and CEO Pua Khein-Seng warned that the current NAND Flash shortage will worsen significantly in the second half of 2026, with an acute supply crunch expected...

Tuesday 14 April 2026

Samsung boosts Galaxy S26 production by 600,000 units in April

Samsung Electronics has raised its production plans for the Galaxy S26 series in April 2026 from 2.4 million to 3 million units, driven mainly by strong demand for its top-tier Galaxy...

Monday 13 April 2026

Pegatron reports modest recovery as shipments pick up

Pegatron on April 10 reported March revenue of NT$83.97 billion (US$2.6 billion), rebounding more than 20% from February's low of NT$67.98 billion, as production normalized after a...

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...

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