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Global supply chain: Mobile, telecom, computing
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Thursday 12 March 2026
Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026
Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and...
Thursday 12 March 2026
Aplex warns shipment delays cut February revenue, eyes clearer market by 2Q26
Aplex Technology said Lunar New Year holiday-related reductions in working days delayed some shipments and hurt industrial PC revenue in February 2026, while follow-up orders remained...
Thursday 12 March 2026
AI Server tracker: Taiwan optical module and BMC suppliers gain despite fewer February working days on AI server demand
Taiwanese suppliers in the AI hardware supply chain reported varied results in February, with several optical module and server component makers posting year-over-year growth, while...
Wednesday 11 March 2026
MediaTek Genio platform launches new 3nm flagship targeting high-end AIoT image processing demands
This week at Embedded World 2026 in Nuremberg, Germany, MediaTek unveiled a series of new Genio platforms designed to empower various Internet of Things (IoT) products and applications,...
Wednesday 11 March 2026
MiTAC ramps 2026 factory expansion to meet AI server and cloud demand, signaling bigger US footprint
MiTAC Holdings plans a significant increase in capex in 2026 to expand production capacity for networking equipment, general-purpose servers, and new AI server lines, driven by sustained...
Wednesday 11 March 2026
WT Microelectronics posts 89% revenue surge in 2 months on AI and market recovery
IC distributor WT Microelectronics reported consolidated preliminary revenue of NT$104.4 billion (US$3.28 billion) for February 2026, up about 29% year over year. For the first two...
Wednesday 11 March 2026
Apple's India iPhone output reaches 25% as production shifts from China

Apple significantly expanded iPhone production in India in 2025, increasing output by about 53% as the company seeks to reduce its dependence...

Wednesday 11 March 2026
OpenClaw AI agents pull 13 tech companies into China's cloud and device ecosystem
China's technology sector is embracing a new trend known as "raising the lobster," developer slang for deploying and operating the open-source AI agent platform OpenClaw. What began...
Wednesday 11 March 2026
Asus and Foxconn lead Taiwan's AI City National Team as Middle East conflict escalates
The conflict in the Middle East unexpectedly affected a data center operated by major cloud service provider (CSP) AWS, once again highlighting the urgent need for sovereign AI. Taiwanese...
Wednesday 11 March 2026
Oracle says AI infrastructure projects are profitable and margins should improve as capacity comes online
Oracle told investors during its third-quarter fiscal-year 2026 earnings call that its AI infrastructure business is profitable today and should become more so as under-construction...
Wednesday 11 March 2026
Oracle beats estimates as AI cloud demand drives growth and eases financing concerns
On March 10, Oracle reported stronger-than-expected fiscal third-quarter results and lifted its long-term revenue outlook, signaling sustained demand for artificial-intelligence cloud...
Wednesday 11 March 2026
Pegatron sees February 2026 revenue drop amid seasonal slowdown
Pegatron continued to be affected by seasonal headwinds in February 2026, reporting revenue of NT$67.98 billion (approx. US$2.14 billion) for the month, down 26.2% from January and...
Wednesday 11 March 2026
Vivo targets 20% growth for Taiwan phone sales in 2026 despite component price hikes
Vivo unveiled its V70 series in Taiwan on the March 10, aiming to drive continued growth in its 2026 local operations by bringing flagship features to a broader audience. Although...
Wednesday 11 March 2026
Asus sees 50% brand revenue growth in first two months
Despite fewer working days in February 2026, electronics and equipment manufacturer Asus reported strong momentum from AI servers. For the first two months of 2026, the group's cumulative...
Tuesday 10 March 2026
TSMC February 2026 revenue climb on AI demand despite seasonal dip
TSMC reported February 2026 revenue of NT$317.66 billion (US$10 billion), up 22.2% year over year but down 20.8% month over month from January's NT$401.26 billion, according to the...