Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 7 January 2026

Quanta sees a decade-long AI server cycle, warns growth isn't instant

Mike Yang, executive vice president of Quanta Computer and president of Quanta Cloud Technology (QCT), said AI demand differs fundamentally from notebooks and traditional servers,...

Wednesday 7 January 2026

Taiwan seeks deeper Europen cooperation in 6G, smart manufacturing

As the Russia-Ukraine war continues into its fourth year, Taiwan is looking to strengthen its partnership with Europe. The government aims to expand cooperation across investment,...

Wednesday 7 January 2026

Column: US political economy enters new era of industrial revival and strategic decoupling

The global economic landscape underwent three major transformations in 2025: the Great Rebalancing, the evolution of the AI supercycle, and a US industrial revival driven by national...

Wednesday 7 January 2026

Sysgration targets AI edge computing growth with new production lines and US expansion

Global investment in artificial intelligence (AI) is driving upgrades in cloud and edge computing architectures, and Sysgration aims to capitalize on this trend in 2026. The company...

Tuesday 6 January 2026

Supermicro expands manufacturing, liquid-cooling capacity for Nvidia Vera Rubin AI platforms

Supermicro announced expansions in manufacturing and liquid-cooling capabilities to support the deployment of data center-scale systems optimized for the Nvidia Vera Rubin and Rubin...

Tuesday 6 January 2026

Samsung leverages Gemini models as global AI device race heats up

The global artificial intelligence (AI) competition is rapidly moving beyond large language model (LLM) development, as leading technology companies race to embed AI into hardware,...

Tuesday 6 January 2026

Why China smartphone brands are turning to ByteDance's Doubao to break Apple-Huawei's hold on premium phones

Several Chinese smartphone brands are moving closer to Doubao, ByteDance's LLM platform, accelerating partnerships tied to AI smartphones. The shift reflects mounting pressure from...

Tuesday 6 January 2026

AI server cooling demand lifts Taiwan Microloops, liquid cooling revenue share to reach 20%

Thermal module maker Taiwan Microloops Corp. reported consolidated revenue of NT$317 million (US$10.2 million) in December 2025, up 56.04% year-over-year, sustaining double-digit...

Tuesday 6 January 2026

Foxconn's 2025 revenue tops NT$8 trillion as AI, cloud drive growth

Hon Hai Precision Industry (Foxconn), the world's largest contract electronics manufacturer, saw its operating performance in 2025 exceed expectations, fueled by strong demand for...

Tuesday 6 January 2026

Taiwan leverages AI export surge to boost tourism, domestic demand

At the start of 2026, Taiwan's electronic components and AI server industries continue to post strong export momentum, driven by surging demand for artificial intelligence (AI), high-performance...

Tuesday 6 January 2026

Qualcomm, Google bet big on RISC-V for AI dominance

As AI drives demand for advanced computing infrastructure, chip architectures are at a crossroads. While proprietary instruction set architectures (ISAs) like x86 and Arm dominate...

Monday 5 January 2026

Taiwanese network equipment suppliers ramp up investments as shift to 800G and 1.6T standards proceeds

Driven by surging demand for AI and cloud data centers, the network equipment industry is rapidly advancing from 400G to 800G and beyond to 1.6T specifications. This technological...

Monday 5 January 2026

Ericsson highlights Taiwan's CPE and RF edge ahead of 6G rollout

The global mobile communication standard is rapidly advancing toward 6G. Facing the next-generation technology race, Ericsson Taiwan president David Chou noted that Taiwanese manufacturers...

Monday 5 January 2026

AI data centers pivot to HVDC as power management rivals memory in infrastructure priority

Nvidia's push for an HVDC 800V power design has opened a new growth window for the power management supply chain heading into 2026. IC...

Monday 5 January 2026

iPhone 17 sales surge lifts Apple past 20% share in China

Apple's iPhone 17 series has driven a notable recovery in China, pushing the company's market share back above 20% and lifting monthly...

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