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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Monday 30 March 2026
Sony raises PlayStation 5 prices amid memory costs spike
Sony Group's gaming subsidiary, Sony Interactive Entertainment, announced on March 27 that it would raise the global retail price of its flagship home console, the PlayStation 5, effective...
Monday 30 March 2026
AI optical boom forces FICG into overdrive expansion
Demand for optical communication modules driven by artificial intelligence is exceeding supply, prompting FIC Global (FICG) to accelerate capacity expansion in Malaysia and China,...
Monday 30 March 2026
Advantech urges industry restructuring as physical AI faces vertical integration limits
Advantech vice president Magic Pao warned at AI EXPO 2026 that edge AI's imminent rapid exponential growth will reshape enterprise computing and safety worldwide. While cloud generative...
Monday 30 March 2026
Swancor debuts fully recyclable AI robots, leveraging advanced composites for scalable industrial adoption
Swancor Holding's subsidiary, Swancor Robotech, on March 27, opened an intelligent robot application demonstration center in Neihu, Taipei, highlighting progress in integrating artificial...
Monday 30 March 2026
AI meets reality: why physical data is the real constraint

Artificial intelligence is entering a new phase centered on agentic systems, with momentum shifting from digital environments to real-world...

Monday 30 March 2026
Taiwan’s AI pivot: from chip factory to “silicon innovation island”
Taiwan is moving to cement its status as the "beating heart" of the global technology industry by transitioning from a hardware manufacturing powerhouse into what Acer founder Stan...
Monday 30 March 2026
Senao International eyes AI and used phone demand to drive 2026 growth
Senao International's cautious 2026 outlook, outlined at a March 27 investor briefing, signals global repercussions for device makers as inflation, chip shortages, and high smartphone...
Monday 30 March 2026
AI compute shifts to inference, reshaping data center bottlenecks

The focus of artificial intelligence computing is set to shift from training to inference beyond 2025, a transition that will also redefine...

Monday 30 March 2026
Huawei sees 60% surge in Taiwan earphone sales, targets wearables expansion
Huawei Technologies unveiled its 2026 wearable product lineup at a launch event in Taiwan on the March 27. Yong Hai, general manager of Xunwei Technology, the exclusive distributor...
Monday 30 March 2026
Chipmakers race to secure helium as tensions disrupt supply, prices reportedly up 50%

Semiconductor manufacturers are racing to secure critical materials as Middle East tensions disrupt supply chains, with the risk of production...

Sunday 29 March 2026
Musk pushes Terafab as AI chip crunch intensifies

The surge in artificial intelligence demand is pushing the semiconductor industry toward a supply crunch, as Elon Musk outlined a plan...

Friday 27 March 2026
Blue Origin files plan for space-based computing network
Blue Origin, the aerospace venture founded by Amazon founder Jeff Bezos, is moving to enter the emerging field of space-based computing, outlining plans to deploy a vast network of...
Friday 27 March 2026
DRAM and NAND costs hit 90% of smartphone prices, squeezing low-end profits
Core component costs for smartphones are surging at unprecedented rates, threatening the survival of low-priced models in the market. Nikkei reports that prices for two essential...
Friday 27 March 2026
TSMC prioritises AI, core clients; 3nm capacity remains constrained
Cloud AI demand is tightening advanced-node supply, with TSMC's 3nm capacity emerging as the most constrained segment at the end of the first quarter of 2026, according to IC design...
Friday 27 March 2026
Taiwan launches 4-year smart service robot roadmap starting with environment-aware systems to address structural labor shortages
Service-sector labor shortages have surpassed those in manufacturing, emerging as a global structural challenge. To address this shift, Taiwan is prioritizing the deployment of service-oriented...