Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 10 September 2026

Apple's A20 Pro pushes mobile chips into the 2nm era — but AI may be the bigger disruption

For years, smartphone processors have competed through a familiar formula: faster CPUs, stronger graphics, and increasingly smaller...

Thursday 10 September 2026

Apple's 100-part iPhone Duo hinge puts spotlight on Chinese suppliers

Apple's first foldable iPhone is putting Chinese precision-component makers under closer scrutiny as its complex hinge creates new opportunities in structural parts, metal injection...

Thursday 10 September 2026

Google plans EUR13 billion Finland investment to expand data centers, clean energy

Google said it will invest EUR13 billion (US$15.11 billion) in Finland over the next two years, underscoring how data center growth, clean power, and local skills investment are becoming...

Thursday 10 September 2026

Arm launches second-generation CSS, targets China's AI smartphone market with C2 CPU

Arm unveiled its second-generation mobile Compute Subsystem (CSS), Arm CSS for Mobile 2, at its annual Arm Everywhere China event in Shanghai on September 8, further integrating AI...

Thursday 10 September 2026

Global PMX sees semiconductor parts shipments strengthen

Global PMX, a major maker of automotive power and safety components, said August consolidated revenue rose to NT$802 million (approx. US$25.4 million), up 33.50% year on year and extending...

Thursday 10 September 2026

AI server ODMs face widening component mismatches, with shortages reaching 15–20%

Nvidia's Vera Rubin platform is entering its production ramp, and although server ODM shipments are still expected to ramp further, server ODMs delivered strong operating results in...

Thursday 10 September 2026

Flex's EPC Power deal points to a broader shift in AI infrastructure

Flex has recently agreed to buy US power conversion specialist EPC Power for US$4.4 billion, a move that highlights how competition in AI infrastructure is extending beyond servers...

Thursday 10 September 2026

Hiwin supply deal with Semes points to deeper access in South Korea's memory equipment market

Hiwin Technologies has signed a supply contract with Semes, Samsung Electronics' semiconductor equipment arm, for a single-axis positioning stage being tested in hybrid bonding equipment,...

Thursday 10 September 2026

Song Chuan rides 800V HVDC upgrade wave, posts record 2Q26 sales

Song Chuan Precision said on September 8 that its second-quarter 2026 revenue and gross margin hit record highs, as demand for AI server power supplies, energy storage, and EV charging...

Thursday 10 September 2026

Chenbro Micom August revenue dips, core projects unchanged

Server chassis maker Chenbro Micom reported August 2026 revenue of NT$2.46 billion, up 41% year-over-year. Cumulative revenue for the first eight months reached NT$19.85 billion, up...

Thursday 10 September 2026

Apple names 2nm node for the first time since 2024 — and raises prices on every iPhone it still sells

Apple used its 2026 iPhone launch to do two things it had avoided for years: name the process node in its flagship chip, and raise the price of phones already on sale. Both moves point...

Thursday 10 September 2026

Apple's first foldable lands at US$1,999, and constraint is the panel

Apple has entered the foldable market at the top of it. iPhone Duo, announced in Cupertino on 9 September, starts at US$1,999 with 256GB and goes up to 2TB — above the US$1,899...

Wednesday 9 September 2026

AI computing power propels tech sector to US$30 trillion, putting servers at the core of 2027's supply chain

Taiwan's Market Intelligence & Consulting Institute (MIC) expects servers and data center supply chains to become the primary growth drivers for major information and communications...

Wednesday 9 September 2026

Samsung, LG secure roles as key suppliers for Apple's foldable iPhone

Apple's expected first foldable iPhone is set to channel a significant share of its component value to South Korean suppliers, with Samsung...

Wednesday 9 September 2026

Ledlink Optics posts 21-month revenue high on AI server, auto demand

Ledlink Optics reported that August revenue climbed on stronger AI server and automotive demand, with consolidated revenue reaching NT$134 million. The figure rose 3.21% from July...

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