Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 21 September 2026

Podcast highlights: Apple could take the lead in foldable share

DIGITIMES analyst Luke Lin said on his podcast that the foldable's pricing is more consumer-friendly than expected, but Apple's across-the-board price hikes on older models...

Monday 21 September 2026

CHT completes 4th Taiwan-Matsu subsea cable, boosting offshore resilience

Chunghwa Telecom (CHT) announced on September 18 that the nearly 300km-long Taiwan-Matsu submarine cable has been completed, landed,...

Monday 21 September 2026

Analysis: The race to superintelligence meets a demand for restraint — and the industry is split

The extraordinary technological progress humanity has witnessed since AI first emerged has propelled a fundamental shift in industrial development. With experts hailing AI as the next...

Sunday 20 September 2026

Wiwynn brings cobots to L10 server assembly as AI rack testing drives factory redesign

Wiwynn is introducing collaborative robots (cobots) at its El Paso, Texas, facility and third plant in Mexico, alongside a central heat...

Saturday 19 September 2026

Power grids can't keep pace with AI data center boom in EU, US

According to supply chain players, most AI data center cost models used by analysts in both China and the West only count electricity consumption when estimating the cost of AI data...

Saturday 19 September 2026

Ams OSRAM takes an automotive-qualified force sensor into robotic hands

Ams OSRAM is pushing its optical force sensor line into robotic hands on the argument that incumbent piezoelectric solutions cannot hold a reading, and it is using automotive qualification...

Friday 18 September 2026

Winbond cements server NOR lead with Infineon deal

Winbond Electronics is expanding its NOR Flash footprint and has agreed to pay US$1.12 billion in cash to acquire Infineon's NOR Flash and F-RAM businesses, a move that will lift it...

Friday 18 September 2026

CoreWeave launches US$3 billion bond sale amid growing revenue, debt

CoreWeave launched a debt sale worth US$3 billion in convertible bonds, which would allow buyers to turn their bonds into shares. The...

Friday 18 September 2026

iPhone 18 Pro sellouts across Taiwan as foldable Duo looms

Apple's iPhone 18 Pro series will go on sale on September 18, and Taiwan's major e-commerce platforms and telecom carriers have released preorder results ahead of launch. Data show...

Friday 18 September 2026

Mobile SoC battle for 2026 centers on NPUs

More technical details on 2026 mobile systems on a chip (SoCs) from major vendors are emerging, and the biggest changes in chips such...

Friday 18 September 2026

Taiwan prepares 150-qubit quantum computer RFP, seeks 'win-win' partnerships with global suppliers

Taiwan is moving closer to issuing a request for proposal (RFP) for its quantum computing system project.

Thursday 17 September 2026

Deloitte Taiwan seminar highlights system integration as Physical AI moves into industrial applications

Taiwan's next opportunity in Physical AI may depend less on individual robot components than on its ability to integrate hardware, software, sensing and control into deployable industrial...

Thursday 17 September 2026

Humanoid robots could reshape MEMS demand as physical AI advances

Humanoid robots have not yet reached mass adoption, but their sensor needs are already reshaping supply-chain expectations worldwide. Analysts and industry players say the next wave...

Thursday 17 September 2026

Ardentec, Sigurd race into silicon photonics TIA testing as US client books capacity

The global optical communications module market continues to grow, and Taiwan's test and packaging companies are moving to capture demand in silicon photonics (SiPh) transimpedance...

Thursday 17 September 2026

Huawei Connect 2026: OceanStor M900 turns PB-scale KV cache into Huawei's next AI infrastructure layer

Huawei has unveiled the OceanStor M900 at Huawei Connect 2026, extending its AI infrastructure strategy into memory and storage with...

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