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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 12 August 2026
AI server tracker: King Slide, Quanta and AIC lead July growth

July revenue trends across Taiwan's server supply chain remained broadly positive year over year, although sequential performance varied...

Wednesday 12 August 2026
Compal doubles AI server capacity, targets 30–40% revenue share by 2027

Compal officially opened its Daxi AI server manufacturing center on August 11, bringing new-generation AI server production capacity...

Wednesday 12 August 2026
Hyundai Motor Group's robot push could reshape South Korea's industrial competition

Hyundai Motor Group is accelerating its "Physical AI+" robot strategy, with Saemangeum in North Jeolla Province set to become its main...

Wednesday 12 August 2026
Apple presses Samsung Display and LG Display for lower iPhone 18 OLED prices
Apple has asked Samsung Display and LG Display to sharply reduce OLED panel prices for the iPhone 18 as it works to offset rising production costs, according to South Korean media...
Wednesday 12 August 2026
Samsung to add 1 million Galaxy Z Fold8 units as foldable demand surges

Samsung Electronics will increase production of the Galaxy Z Fold8 by 1 million units in 2026 after strong preorder demand for its...

Wednesday 12 August 2026
DEEPX wins South Korean air base contract for domestic AI surveillance NPU
South Korean IC design firm DEEPX will deploy its neural processing unit in an AI perimeter surveillance system at a South Korean Air Force base. The project is the first in the country’s...
Wednesday 12 August 2026
Power, not GPUs, is now AI data centers' real bottleneck: Wistron CTO

Surging demand for AI computing is accelerating server and data center infrastructure deployment. Speaking at Delta Electronics' Sustainable...

Wednesday 12 August 2026
As renewables overtake coal, microgrids become AI's next frontier

AI-driven power demand is surging, and Delta Electronics Chairman Ping Cheng said microgrids and energy resilience are becoming the...

Wednesday 12 August 2026
Everlight starts Thailand plant to boost AI server and auto supply chains
Everlight Electronics has broken ground on a new manufacturing base in Chachoengsao, Thailand, with construction starting in August and mass production planned for the second half...
Tuesday 11 August 2026
Taiwan telecom trio posts strong July on 5G, roaming, AI gains

Taiwan's three major telecom operators — Chunghwa Telecom, Taiwan Mobile and Far EasTone Telecommunications — all reported...

Tuesday 11 August 2026
Google readies Pixel 11 lineup, market breakthrough still under question

Google has officially announced that it will unveil its annual Pixel 11 flagship smartphone series on August 13, 2026, with the lineup...

Tuesday 11 August 2026
Microsoft seeks expanded Maia 300 production to tap into demand for cheaper compute
Microsoft plans to unveil its new Maia 300 accelerator chip this fall, with a public announcement possible as early as next month, according to The Information. Although Microsoft...
Tuesday 11 August 2026
Taiwan's AI server supply chain posts record July as growth spreads down the component tier

The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly...

Tuesday 11 August 2026
Anthropic's US$9.1B Riot deal underscores its scramble for AI computing power

Anthropic PBC has agreed to pay US$9.1 billion over 20 years for computing capacity from Riot Platforms Inc., a Bitcoin miner turned...

Tuesday 11 August 2026
LiteOn teams with Wolfspeed on 800VDC power systems for AI data centers

LiteOn Technology plans to begin trial production of its 800V high-voltage direct current (HVDC) solutions in August as it prepares...