Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 10 March 2026

Rugged device maker Winmate sees growth surge from edge AI and defense demand

Industrial PC maker Winmate reported stronger-than-expected revenue in February 2026, supported by expanding demand for edge AI computing...

Tuesday 10 March 2026

Adlink reports 16% rise in February revenue as edge AI display demand grows

Industrial PC maker Adlink Technology reported consolidated revenue of NT$972 million (approx. US$30.52 million) for February 2026, a 16% year-over-year increase, the company said.

Tuesday 10 March 2026

Qualcomm makes its move into physical AI and robotics

Semiconductor giant Qualcomm has recently announced new products and collaborations that bring it deeper into the realm of physical AI. The moves position the company at the forefront...

Tuesday 10 March 2026

Samsung bets on Galaxy S26 to beat the odds in Taiwan

Samsung has opened preorders in Taiwan for the Galaxy S26 series, its latest flagship smartphone lineup. The launch comes amid cautious industry sentiment surrounding smartphone de...

Tuesday 10 March 2026

Zhen Ding posts slight 4% revenue drop in February amid strong AI demand

Major printed circuit board (PCB) manufacturer Zhen Ding Technology reported a slight 3.97% year-over-year decline in February 2026 revenue to NT$11.72 billion (US$367.45 million),...

Tuesday 10 March 2026

Nvidia to restart RTX 3060 with Samsung amid China curbs, Korean report says

Nvidia is preparing to resume production of its GeForce RTX 3060 graphics processing unit (GPU) through Samsung Electronics' foundry business, according to reports from the Korea...

Tuesday 10 March 2026

HPE sees surging AI orders and pull-forward, while memory shortages force pricing and supply strategies

Hewlett Packard Enterprise (HPE) reported a strong fiscal first quarter with surging AI orders that outpaced revenue, while rising DRAM and NAND costs and constrained memory supply...

Tuesday 10 March 2026

HPE beats earnings expectations as networking strength offsets cloud softness

Hewlett Packard Enterprise (HPE) reported stronger-than-expected profitability for the first quarter of fiscal 2026, supported by robust networking demand and cost discipline. Analysts...

Tuesday 10 March 2026

Moxa eyes Middle East market growth amid energy and AI infrastructure demand

Industrial communication and networking equipment provider Moxa has identified the Middle East as a key fast-growing market over the next three to five years, highlighting the region...

Tuesday 10 March 2026

Quanta AI server surge cuts notebook revenue share below 20%

Quanta continued to benefit from demand for AI servers. In February 2026, notebook shipments were weak, yet revenue declined only 6.6% month-over-month...

Tuesday 10 March 2026

Phison says NAND prices jumped 50% overnight as supply crunch continues

NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight, according to Phison Electronics CEO Khein-seng Pua.

Tuesday 10 March 2026

AI short drama 'Huo Qubing' goes viral, Seedance 2.0 cuts video generation cost below US$0.14/sec

AI-generated video technology is rapidly disrupting the film and television industry. The recent AI-generated Chinese short drama Huo Qubing has gone viral on social media,...

Monday 9 March 2026

Next-gen flagship smartphones shift to optical innovation with variable aperture and metalens

The global smartphone market is shifting from volume expansion to value-driven competition. Although rising costs have slowed shipment growth,...

Monday 9 March 2026

IEI Integration sees profit squeeze but expects recovery in 2026

IEI Integration faced pressure on revenue and profits throughout 2025, with a further decline recorded in February 2026, citing geopolitical tensions, material shortages, tariffs,...

Monday 9 March 2026

US lawmakers seek to extend Huawei sanctions to US subsidiary Futurewei

Bipartisan US lawmakers are pressing the Trump administration to extend Huawei sanctions to its US research subsidiary, Futurewei...

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