Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 9 April 2026

Wi-Fi 7 orders set to overtake Wi-Fi 6 as businesses upgrade networks

After several years of anticipation, Wi-Fi 7 is finally beginning to gain traction. Industry suppliers say meaningful adoption did not begin until 2025, but many now expect 2026 to...

Thursday 9 April 2026

Microloops rides AI boom, aims to double 2026 revenue

Cooling module manufacturer Microloops has said its major cloud service provider (CSP) customer has been increasing pull-ins starting in the second quarterof 2026, driving significant...

Thursday 9 April 2026

Winmate eyes 2026 growth amid rising defense and edge AI demand

Winmate, an industrial PC (IPC) provider, has reported record-high revenue for March 2026 as global defense projects accelerate procurement and delivery schedules alongside growing...

Thursday 9 April 2026

Apple hit by Mac shipping delays as DRAM shortage intensifies

Apple's US online store is currently showing extreme shipping delays of 4-5 months for several upgraded RAM configurations of the Mac mini and Mac Studio, highlighting a severe supply...

Thursday 9 April 2026

Samsung plans to add Pro model to Galaxy S27 lineup

Samsung Electronics plans to introduce a new "Pro" model in its 2027 Galaxy S27 series, expanding its flagship lineup. Industry analysts believe this move aims to broaden consumer...

Thursday 9 April 2026

Taiwan advances quantum computing with AI collab as key strategy

The Taiwanese government has launched the second phase of its quantum research subsidy program, with the National Center for High-performance Computing (NCHC) set to build an HPQC...

Wednesday 8 April 2026

China intervenes in memory supply; Apple outpaces local smartphone vendors

Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic...

Wednesday 8 April 2026

Chinese energy storage players flock to growing AI data center market in face of fierce domestic competition

Chinese energy storage players are going all in on the AI data center market, as intense domestic competition has caused falling profit margins from traditional storage projects. The...

Wednesday 8 April 2026

AI server cooling demand boosts heat sink makers' growth outlook

Heat sink manufacturers continue to benefit from the surge in AI-driven server growth, with Asia Vital Components (AVC), Auras, and Jentech all posting record-high revenues in March...

Wednesday 8 April 2026

Uber deploys AWS custom chips to scale AI and cut compute costs

US ride-hailing platform Uber has announced a partnership with Amazon Web Services (AWS) to deploy its in-house custom chips, aiming to...

Wednesday 8 April 2026

AI server boom lifts Taiwan's ACES Electronics into the high-speed interconnect race

As AI servers grow more complex and bandwidth demands surge, components once considered peripheral—connectors and high-speed cables—are emerging as critical determinants...

Wednesday 8 April 2026

Apple leverages supply chain advantage to boost market share despite AI lag

As the industry enters the second quarter of 2026, Apple plans to significantly shift its shipment schedule for iPhones and other consumer electronics, with a base iPhone model possibly...

Wednesday 8 April 2026

Apple's foldable iPhone reportedly still on track for September launch despite engineering hurdles

Apple's first foldable iPhone is reportedly facing a more complex-than-expected engineering testing phase, raising concerns about potential...

Wednesday 8 April 2026

Samsung Display secures exclusive Apple foldable OLED orders, partners poised to benefit

Samsung Display (SDC) has taken the lead in the industry by initiating mass production of 8.6-generation OLED panels for IT applications, as well as OLED panels for Apple's foldable...

Wednesday 8 April 2026

Samsung's Roh Tae-moon visits Tokyo, targets Japan Android leadership

Samsung Electronics's Device eXperience (DX) head Roh Tae-moon personally visited Tokyo on April 1, marking his first trip to Japan this year. Although Apple has long dominated Japan's...

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