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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 13 March 2026
AW 2026: a reality check for the fully autonomous era
Global headlines may proclaim a fully autonomous era, but AW 2026 told a different story. The show made clear that robots are not yet fully autonomous — a fact obscured by modern...
Friday 13 March 2026
Ayar Labs, Wiwynn team up to develop co-packaged optics rack-scale AI infrastructure
Ayar Labs and Wiwynn announced a strategic partnership to deliver optically connected, rack-scale AI systems designed for next-generation hyperscale AI workloads.
Friday 13 March 2026
Sysgration targets double-digit growth in AI server BBU power in 2026
Leveraging a dual-track strategy in AI server power supplies and AI edge computing applications, electronic components maker Sysgration announced it has officially transitioned from...
Thursday 12 March 2026
JetCool, Broadcom partner on liquid cooling for AI chips

JetCool, a subsidiary of Flex, has partnered with Broadcom to develop liquid cooling solutions for next-generation AI processors, according...

Thursday 12 March 2026
Asustek posts record NT$44.6 billion profit in 2025, server revenue to double in 1Q26
Benefiting from the continued expansion of its artificial intelligence (AI) server business, Asustek Computer reported a record full-year net profit after tax of NT$44.56 billion (approx...
Thursday 12 March 2026
Qisda bets on AI to drive 2026 turnaround
Qisda's 2025 profit declined to its lowest point in company chairman Peter Chen's 12-year tenure, prompting leadership changes aimed at reversing the trend. The company has appointed...
Thursday 12 March 2026
Samsung reportedly wins foldable iPhone DRAM supply deal; 12GB LPDDR5X prices double
Samsung has reportedly secured an order to supply 12GB LPDDR5X DRAM for Apple's first foldable iPhone, negotiating a sharply higher price than in previous memory contracts.
Thursday 12 March 2026
Asia Vital Components plans major liquid cooling expansion, expects market shift
Asia Vital Components (AVC) chairman Ching-hang Shen said it will significantly expand liquid cooling production in 2026, calling the year the "liquid cooling era," and aims to boost...
Thursday 12 March 2026
Argosy expects double-digit growth in 2026, driven by Vietnam plant and new connector specs
Connector maker Argosy is set to defy the expected 5-10% decline in notebook shipments in 2026 by leveraging strong demand for server long-DIMM modules, scaling next-gen CABB and CAMM2...
Thursday 12 March 2026
Apple locks in book-style foldable iPhone, targets fall 2026 launch with 20% production boost
Apple has reportedly finalized the design of its first foldable iPhone, tentatively called the iPhone Fold, choosing a book-style form factor and targeting a fall 2026 launch. As market...
Thursday 12 March 2026
Honor flagship phone to launch in Taiwan by 2Q26, shaking up market
The Taiwanese smartphone market is set to welcome a new contender as Honor plans to open stores and begin selling phones and mobile accessories in 2026. After its flagship model, the...
Thursday 12 March 2026
Taiwan Microloops reports record 2025 results, expects AI-driven growth in 2026
Taiwan Microloops posted record-high revenue and profits for 2025, driven by a surge in shipments of higher-margin AI-related products, the company reported. Full-year revenue reached...
Thursday 12 March 2026
Asus launches infrastructure solutions group as AI server revenue surges
Asus achieved record revenue and profits in 2025. Co-CEO Samson Hu highlighted the fastest-growing segment: the enterprise market, including AI servers and related commercial products...
Thursday 12 March 2026
MediaTek bets on TSMC 3nm Genio Pro to serve high-end IoT needs while acknowledging limited demand
At Embedded World 2026, MediaTek unveiled the Genio Pro series, its flagship IoT platform built on TSMC's 3nm process, and said the market now requires both power-efficient mid-to-low-end...
Thursday 12 March 2026
Taiwan supply chains show resilience amid global conflicts, says Qisda chairman
With the ongoing military conflicts in the Middle East creating global uncertainties, Qisda chairman Peter Chen warned that prolonged warfare could trigger inflation and disrupt consumer...