Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 11 February 2026

Foxconn drops bid for Sharp's Japan LCD plant

Sharp said on February 10, 2026, that the planned sale of its Kameyama No. 2 liquid crystal display factory in central Japan to its Taiwanese parent, Foxconn, had collapsed after the...

Wednesday 11 February 2026

Memory squeeze from AI demand threatens industrial PC margins and delivery timelines

The expansion of computing power driven by generative AI has repositioned memory as a critical resource, with data centers and AI servers redefining its value and leaving industrial...

Wednesday 11 February 2026

Samsung schedules Feb. 25 Unpacked as Galaxy S26 launch comes into view

Samsung Electronics has set February 25, 2026, for its next Galaxy Unpacked event, returning to San Francisco to unveil what it describes...

Wednesday 11 February 2026

Novatek predicts memory and visual edge AI to be the main demand drivers in 2026

Taiwanese display driver IC (DDI) giant Novatek recently held an investor briefing, where Vice Chairman and General Manager Steve Wang said that memory supply and costs will be the...

Wednesday 11 February 2026

Foxconn doubles down on AI servers for 2026, market share seen exceeding 40%

Foxconn held a two-day year-end outlook conference starting February 9 at its Huyue headquarters in Tucheng. The event brought together...

Tuesday 10 February 2026

Samsung strengthens AI and supply chain resilience to counter smartphone market headwinds

Facing challenges from soaring memory prices, inflation, and geopolitical risks, the global smartphone demand is widely expected to decline by 2-3% in 2026. However, Samsung Electronics,...

Tuesday 10 February 2026

Exclusive: Panjit eyes rapid growth in AI data center power semiconductors with hot-swap tech

Power semiconductor maker Panjit International is positioning itself to capitalize on the booming demand from AI data centers, targeting fast growth in AI, cooling, and power supply...

Tuesday 10 February 2026

Asus' AI server push bolsters revenue despite memory shortages

Asustek Computer Inc. reported group revenue of NT$67.936 billion (US$2.15 billion) for January 2026, a 2.55% decline from December 2025 but a 79.97% increase year over year.

Tuesday 10 February 2026

Big Tech's debt-fueled race to the top: Alphabet makes 100-year bet on AI dominance

Alphabet is tapping global debt markets at an unprecedented scale to bankroll its aggressive AI expansion, signaling how far Big Tech is willing to go to secure computing power, data...

Tuesday 10 February 2026

Taiwan server ODMs set for record first quarter, driven by AI server demand

Taiwan's server supply chain is entering what suppliers expect to be its strongest first quarter on record. ODMs, including Quanta, Wistron,...

Monday 9 February 2026

ACpay, inFlux partner to bridge Taiwan fitness liquidity gap; eye education sector next

Taiwan's ACpay, a fintech firm specializing in payment and e-commerce solutions, is accelerating its expansion into retail channels and high-growth verticals—particularly fitness...

Monday 9 February 2026

Wistron navigates supply chain challenges while targeting broad growth

Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's...

Monday 9 February 2026

Wistron chair sees AI growth entering 1.5 wave, believing AI bubble concerns still premature

Wistron chairman Simon Lin stated that artificial intelligence (AI) infrastructure is currently centering a "1.5 wave" of development and is far from peaking, with greater growth potential...

Monday 9 February 2026

Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears

Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister...

Monday 9 February 2026

Musk predicts space computing shift in 36 months as terrestrial power limits bite

Elon Musk said artificial intelligence computing could become more cost-effective to deploy in space than on Earth within the next 30 to 36 months, arguing that power generation and...

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