Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

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...

Friday 7 August 2026

Samsung sounds out Novatek for Galaxy S28 Ultra DDI

Samsung Electronics is considering opening its flagship Galaxy S display driver IC (DDI) supply chain to an outside supplier, a move...

Friday 7 August 2026

Taiwan's film and TV industry expands as more local films top NT$100 million

Taiwan's Development of Cultural and Creative Industries Act has formally designated the film and TV industry as one of the island's national strategic industries. Companies investing...

Friday 7 August 2026

Iron Force Industrial posts weaker first half as it pushes AI server cooling parts

Iron Force Industrial reported first-half 2026 consolidated revenue of NT$2.441 billion, down 2.98% from a year earlier, as rising pressure on its automotive business weighed on results...

Friday 7 August 2026

US optical transceiver ban risks slowing AI data center build-out

A proposed US ban on new Chinese optical transceivers could disrupt the build-out of AI data centers before Western suppliers have enough capacity to replace Chinese production, raising...

Friday 7 August 2026

Analysis: SpaceX's Nvidia exclusivity isn't a knock on AMD — it's a land grab in orbit

SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets...

Friday 7 August 2026

Inside Terafab: Musk's US$16.8B bet to turn AI chip shortages into a homegrown supply chain

Elon Musk's ambitions across AI, robotics and space infrastructure are moving into a new phase following the unveiling of Terafab,...

Friday 7 August 2026

Microsoft launches fourth cloud region in India as AI demand accelerates

Microsoft has opened its India South Central cloud region in Hyderabad, expanding local capacity for customers in one of the world's fastest-growing digital markets. The move could...

Friday 7 August 2026

Wistron rumored to win Oracle AI server order as new customers expand

Wistron has secured new AI server customers, including enterprise accounts Hewlett Packard Enterprise (HPE) and Lenovo Group, as well as a reported cloud services provider (CSP) order...

Friday 7 August 2026

Nvidia denies report of seeking China AI-RAN partners for 6G networks

Nvidia is seeking Chinese telecom equipment partners to develop 6G AI radio access network base stations for overseas markets, according...

Friday 7 August 2026

Inventec forecasts weaker notebook shipments as server growth continues in the third quarter

Inventec said notebook shipments will soften in the third quarter after customers pulled in orders during the first half, lifting volumes above expectations, while server shipments...

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