Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Sunday 9 August 2026

WT Micro sees AI data centers and communications reaching 70% of revenue, with growth extending into 2027

WT Microelectronics (WT Micro) posted record revenue and profit in the second quarter of 2026, supported by strong AI momentum and better-than-expected demand from the automotive and...

Sunday 9 August 2026

Rohm sees AI server demand lift first-quarter profit 4,825%

Rohm Semiconductor reported sharply higher first-quarter results on August 5, 2026, as recovering demand for automotive power semiconductors and strong AI-linked data center business...

Sunday 9 August 2026

Innodisk posts record second quarter profit on AI and memory demand

Innodisk reported record second-quarter 2026 results as surging memory prices and artificial intelligence demand lifted profit, revenue, and margins. The memory module maker said quarterly...

Saturday 8 August 2026

Quanta posts second-highest monthly revenue as notebook shipments plunge 38%

Quanta Computer posted its second-highest monthly revenue on record in July, as strong AI server demand sustained growth even as notebook shipments fell nearly 38% from June.

Saturday 8 August 2026

Compeq says satellite and data center orders will drive second-half growth

Compeq Manufacturing said on August 6 that satellite and data center demand helped lift second-quarter performance, with revenue reaching a record for the period and management expecting...

Saturday 8 August 2026

Interview: Lightmatter maps CPO future with Nvidia NVLink, Taiwan supply chain

The 2026 OCP APAC Summit will take place in Taipei on August 11-12. Ahead of the event, Lightmatter founder and CEO Nicholas Harris spoke exclusively with DIGITIMES about the company's...

Saturday 8 August 2026

Highpoint Service Network posts record first-half profit on India expansion

Highpoint Service Network approved its second-quarter 2026 financial report on August 5, posting record revenue for both the quarter and the first half as it expanded in the Asia-Pacific...

Saturday 8 August 2026

Sercomm July revenue rises 51% on Wi-Fi upgrade demand

Sercomm Corporation reported July revenue of NT$7.98 billion, up 51% from a year earlier and a new monthly high, as rising AI adoption continued to drive network traffic and equipment...

Saturday 8 August 2026

Chenbro revenue climbs in the second quarter as July shipments hit a record

Chenbro Micom reported consolidated revenue of NT$7.82 billion (US$242.4 million) in the second quarter of 2026, up 10% quarter-over-quarter and 43.7% year-over-year. The server chassis...

Saturday 8 August 2026

Accton revenue jumps on AI switch demand as 1.6T shipments expand

Accton Technology Corporation said demand for high-end networking gear remained strong as AI data center buildouts continued, lifting July consolidated revenue to NT$39.473 billion,...

Friday 7 August 2026

Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down...

Friday 7 August 2026

Chunghwa Telecom to launch dedicated Astranis satellite, Matsu cable in September

As geopolitical tensions and natural disasters continue to highlight the importance of resilient communications infrastructure, Chunghwa Telecom is accelerating investments in both...

Friday 7 August 2026

Ibiden raises full-year profit forecast as AI server and substrate demand strengthens

Ibiden said on August 4 that it raised its fiscal 2026 outlook after stronger-than-expected demand from generative AI and a recovery in the general-purpose server market lifted results...

Friday 7 August 2026

Abu Dhabi sovereign wealth fund Mubadala weighs US$6.3B investment in Japan AI data center

The United Arab Emirates is considering investing as much as JPY1 trillion (approx. US$6.3 billion) in a 500MW artificial intelligence...

Friday 7 August 2026

Raydium sees slower third-quarter momentum after smartphone OLED DDI pull-ins

Raydium Semiconductor said its third-quarter 2026 momentum is likely to ease after customers pulled in orders for smartphone OLED display driver ICs in the second quarter. The Taiwan-based...

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