Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 22 April 2026

Flagship smartphone SoCs upgrade to 2nm drives cost surge and brand procurement shifts

Starting in the second half of 2026, all flagship smartphone SoCs will transition to the 2nm process node. While this promises enhanced performance for flagship devices, it also triggers...

Wednesday 22 April 2026

Huawei's wide foldable move sets stage for Apple, Samsung three-way race

Huawei's Pura X Max launch marks a shift in the foldable smartphone market, with competition moving from a Samsung-Huawei duopoly toward...

Wednesday 22 April 2026

Apple taps duo behind Apple Silicon success to navigate software-hardware balance in AI era

Apple said on April 20 that Tim Cook would step down as CEO and hand over the role to John Ternus, the company's senior vice president...

Wednesday 22 April 2026

Skild AI acquires Zebra robotics unit to bolster warehouse automation play

Artificial intelligence robotics company Skild AI has acquired Zebra Technologies' robotics automation division, marking a strategic expansion into warehouse logistics automation....

Wednesday 22 April 2026

Naver, TCS partner on AI and cloud in India during Korea-India summit

Naver has signed a strategic partnership with Tata Consultancy Services (TCS) to jointly develop artificial intelligence (AI) and cloud services in India, marking one of the cooperation...

Wednesday 22 April 2026

Amazon expands alliance with Anthropic as AI race shifts to computing power

While much of the public conversation around artificial intelligence (AI) has centered on chatbots and consumer-facing tools, a quieter — and far more capital-intensive —...

Tuesday 21 April 2026

Taiwan has more than 260,000 job vacancies, with manufacturing accounting for 32.4%

Taiwan's artificial intelligence (AI) servers and advanced-process chip manufacturing businesses are booming, with related manufacturing industries also benefiting. According to a...

Tuesday 21 April 2026

1.6T optical transceivers enter volume shipments, set three-year growth cycle

The buildout of AI data centers is pushing optical interconnects into a new upgrade cycle, with 1.6T optical transceivers set to enter large-scale shipments in 2026, marking a turning...

Tuesday 21 April 2026

Vivo boosts high-end lineup in Taiwan, aiming for 40% sales growth with new X300 series phones

Vivo unveiled its latest mobile lineup for Taiwan at its annual launch event on April 16, including the flagship X300 Ultra and X300 FE smartphones, alongside accessories such as teleconverter...

Monday 20 April 2026

Memory and raw materials' increased prices weigh on smartphone panels in 2Q26

Entering the second quarter of 2026, the smartphone panel market continues to carry the weak momentum carried over from the first quarter of 2026. As memory prices rise further alongside...

Monday 20 April 2026

AI boom lifts Taiwan's chip testing firms to record 1Q26

As artificial intelligence chips increasingly migrate to advanced manufacturing nodes, the complexity — and duration — of semiconductor testing is rising sharply. That...

Monday 20 April 2026

India's smartphone shipments fall 3% amid cost pressures and weak demand

India's smartphone shipments fell 3% year-on-year in the first quarter of 2026, signaling strain across global supply chains and consumer markets as rising component costs and sluggish...

Monday 20 April 2026

Brands boost wearable device sales to offset smartphone shipment pressure

Rising prices for key upstream components such as memory have dampened global smartphone shipments, prompting brands to boost memory inventory, raise the share of mid- to high-end...

Monday 20 April 2026

Taiwan's Homeplus turns to free streaming to tap FAST TV growth as OTT market saturates

Taiwan's leading cable TV operator, Homeplus Digital, has entered the free ad-supported streaming TV (FAST TV) market through its subsidiary Global Digital Media with the launch of...

Monday 20 April 2026

Zhen Ding plans Hong Kong listing for subsidiary to boost global IC substrate presence

Printed circuit board (PCB) giant Zhen Ding Technology held a board meeting on April 17 and approved plans for its subsidiary, Leading Interconnect Semiconductor Technology (LIST),...

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