Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

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...

Monday 11 May 2026

India roundup: India accelerates semiconductor and display ambitions with new approvals, AI infrastructure expansion

India is advancing its electronics and semiconductor manufacturing strategy through new approvals...

Sunday 10 May 2026

Samsung boosts Galaxy S26 Ultra, A17 output as Q2 slowdown looms

Samsung Electronics has reportedly raised its May production plans for the Galaxy S26 series, with the Galaxy S26 Ultra leading the increase as demand for the company's premium smartphones...

Saturday 9 May 2026

Wistron profit triples on server surge, AI demand seen robust

Wistron reported a sharp first-quarter rebound, with consolidated revenue of NT$846.3 billion and net profit of NT$9.631 billion, driven by a surge in server shipments that accounted...

Saturday 9 May 2026

EU’s new cyber rules are forcing a shift from AI hype to human-led defense

At CYBERSEC 2026 in Taiwan, cybersecurity vendors are moving beyond single-product performance and focusing instead on operational resilience — helping enterprises maintain business...

Saturday 9 May 2026

Global semiconductor market faces shortages as AI demand strains supply chains

Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial...

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