Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 12 May 2026

Commentary: Musk's xAI exit shows Anthropic's AI strength

On May 6, Elon Musk was in several places at once: confronting OpenAI in court, announcing on X that xAI would no longer operate as an independent company, and handing over a large...

Tuesday 12 May 2026

Compeq emerges as key supplier in AI and low-orbit satellite boom

Compeq Manufacturing said first-quarter 2026 revenue reached a record high for the period, driven by sustained demand from major US customers for smartphones, notebooks, and low-earth-orbit...

Tuesday 12 May 2026

Chenbro expands from AI server chassis into liquid-cooling CDU

Chenbro CEO Corona Chen said strong AI demand is reshaping data center architecture, pushing the company beyond its traditional chassis business into systems, racks, and liquid-cooling...

Tuesday 12 May 2026

Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory...

Tuesday 12 May 2026

Taiwan's cybersecurity market shifts toward managed services as ransomware pressure mounts

For many Taiwanese businesses, cybersecurity still means buying a router and moving on. That gap between perception and exposure has become expensive — and increasingly hard...

Monday 11 May 2026

Advantech April revenue hits record as edge AI surges

Advantech posted a fresh monthly revenue record in April 2026 as rising demand for edge AI applications and synchronized growth across major global markets lifted the industrial PC...

Monday 11 May 2026

AI data center spending frenzy ignites Sunon's next cooling windfall

Sunonwealth Electric Machine Industry (Sunon) said surging global investment in AI infrastructure is driving strong demand for industrial...

Monday 11 May 2026

Delta Electronics rides AI power, liquid cooling boom to another strong month

Continuing the strong growth trajectory seen in the first quarter of 2026, Delta Electronics maintained robust year-over-year revenue...

Monday 11 May 2026

Dayuan 1Q26 rebounds on North America broadband and defense orders

Dayuan Optoelectronics' consolidated revenue for the first quarter of 2026 reached NT$443 million (US$14.11 million), a 42.7% increase year on year, driven by North American broadband...

Monday 11 May 2026

Taiwan targets three key sectors in upcoming 6G era

Taiwan's Ministry of Economic Affairs (MOEA) has launched a new next-generation communications program under its A+ Industrial Innovative R&D Program, aiming to steer company research...

Monday 11 May 2026

Anthropic's AI expansion reportedly fuels US$1.8 billion Akamai cloud deal

AI startup Anthropic has reportedly signed a US$1.8 billion computing agreement with Akamai Technologies as demand for generative AI services...

Monday 11 May 2026

APLEX forecasts charging-station shipments as medical business ramps in 2027

APLEX Technology said it secured a charging-pile order from a leading US customer and expected mass production shipments in the fourth quarter, while medical product trials with a...

Monday 11 May 2026

Lite-On posts 25% year-on-year revenue jump in April on AI power and BBU demand

Lite-On Technology reported April consolidated revenue of NT$16.7 billion (US$530 million), up 1% from March and 25% from a year earlier, marking the company's highest monthly intake...

Monday 11 May 2026

Gigabyte's Giga Computing bets on South Korea's sovereign AI boom

Gigabyte Technology subsidiary Giga Computing is expanding aggressively in South Korea, positioning itself to benefit from a surge in demand...

Monday 11 May 2026

Nvidia backs IREN in 5GW AI infrastructure push tied to US$2.1 billion stake

Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership...

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