Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 6 July 2026

Taiwan drone makers gain as Europe focuses on trust and supply chain resilience

Global drone demand continues to heat up, and Taiwanese manufacturers are aggressively expanding overseas. Industry players say the market's most urgent focus has shifted from price...

Monday 6 July 2026

Foxconn posts NT$821.8 billion June revenue as AI momentum stays strong

Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance...

Monday 6 July 2026

Apple price hikes spur brisk used-device trading

Apple's recent price increases for Mac and iPad products are rapidly spilling into the used-device market, as consumers turn to refurbished...

Monday 6 July 2026

South Korea lines up US$204 billion Yeongnam manufacturing push

South Korean conglomerates will invest a combined KRW312 trillion (approx. US$203.6 billion) in the Yeongnam region, as the government...

Monday 6 July 2026

Exclusive: AWS's ASIC shipment hike drives demand upside for Taiwan suppliers

Amazon Web Services has told its server supply chain partners to raise shipment volumes for the third quarter of 2026, according to...

Monday 6 July 2026

Apple's foldable phone could lift foldable market momentum

Apple's first foldable phone is expected to sharpen competition with Samsung Electronics and Huawei, boost global shipments, and lift average selling prices. The device has yet to...

Monday 6 July 2026

Foldable phone market braces for second-half launch wave

The foldable phone market is set for a busy second half as Samsung, Huawei, Apple, and Chinese rivals line up new models. Wider launches, higher prices, and fresh designs could lift...

Monday 6 July 2026

Meta's AI cloud idea underscores a search for returns, not an AI retreat

Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization...

Monday 6 July 2026

Analysis: AI supercycle could drive semiconductor market beyond US$2 trillion by 2030

The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by...

Sunday 5 July 2026

Component inflation weighs on manufacturing momentum as Taiwan PMI growth moderates

Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have...

Sunday 5 July 2026

AI, HPC test interface demand drives CHPT June revenue to new monthly high

Test interface supplier Chunghwa Precision Test Tech. Co., Ltd. (CHPT) reported its June 2026 revenue, marking its sixth consecutive...

Saturday 4 July 2026

Machvision's June revenue hits another record due to AI demand

Machvision posted another record monthly revenue in June 2026, as surging demand for AI servers, high-performance computing (HPC), and advanced packaging continued to lift orders for...

Saturday 4 July 2026

SoftBank targets AI cloud market with 10GW US rental plan

SoftBank Group (SBG) and telecom subsidiary SoftBank said they will set up a new company in the US in July 2026 to rent out AI computing...

Friday 3 July 2026

Apple plans five iPhone launches to capture market share amid component shortages

Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production...

Friday 3 July 2026

Chinese NOR Flash supplier Giantec raises prices 25% as memory market risks persist

China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently...

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