Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 9 March 2026

Taiwan server makers race to add quantum capabilities to protect future orders

AI servers priced roughly ten times higher than conventional servers now dominate global shipments, with about 90% assembled in Taiwan....

Monday 9 March 2026

Taiwan's telecoms showcase AI solutions at 2026 Smart City Expo, focusing on resilience and sustainability

Asia's largest professional smart city exhibition, the 2026 Smart City Summit & Expo, is set to open on March 17, with Taiwan's three major telecom operators highlighting AI-driven...

Monday 9 March 2026

Inside Apple's US$599 MacBook Neo and the 3D-printed future

The launch of the US$599 MacBook Neo has sparked a global debate over how Apple managed to hit such a breakthrough price point without abandoning its premium identity. While industry...

Monday 9 March 2026

MWC 2026: How AI is reshaping devices, networks, and data policy

MWC 2026 placed comprehensive AI integration front and center. The show covered everything from smartphones and wearables to telecom networks and cloud infrastructure. Industry observers...

Monday 9 March 2026

Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions

Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence...

Monday 9 March 2026

Micron: LPDRAM server demand to outpace market; Taiwan key production base

The rapid expansion of generative artificial intelligence (AI) and large language models (LLMs) is driving a new phase of transformation in data center memory architecture, according...

Monday 9 March 2026

Apple reshapes product lineup with budget MacBook and ultra-premium push

Apple is reshaping its product lineup at both ends of the price spectrum, introducing a lower-cost MacBook while reportedly preparing a new wave of ultra-premium devices aimed at the...

Monday 9 March 2026

OpenAI, Oracle rethink Texas expansion, though Stargate buildout continues

OpenAI and Oracle's decision to drop a planned expansion at their flagship Texas AI campus highlights the shifting economics and technology cycles of large-scale AI infrastructure...

Monday 9 March 2026

Samsung keeps Galaxy S26 price hikes modest in Taiwan as memory costs rise

Samsung Electronics officially unveiled its annual flagship Galaxy S26 series and Galaxy Buds4 Bluetooth earphones on February 26, with Taiwan promotions announced on March 4. Rising...

Monday 9 March 2026

Taiwan stands firm on US investment commitments, pursuing strategic high-tech partnership amid legal shifts

Taiwan's tariff negotiations with the US initially yielded relatively favorable terms, bringing Taiwan's export tariffs in line with those of Japan and South Korea. However, a recent...

Monday 9 March 2026

Samsung Display secures largest OLED supply for iPhone 17e, BOE's lead role questioned

Samsung Display (SDC) has reportedly secured the largest share of orders supplying OLED panels for Apple's latest budget smartphone, the iPhone 17e. This development overturns earlier...

Sunday 8 March 2026

Applied Materials VP warns AI growth may hit energy, not chip limits

AI is rapidly driving global computing demand and accelerating semiconductor industry growth. Applied Materials vice president Erix Yu expects the semiconductor market to reach US$1...

Sunday 8 March 2026

Broadcom CEO sees copper interconnects viable through 2028

Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

Sunday 8 March 2026

Wistron posts record February revenue driven by AI server shipments

Wistron Group's February 2026 revenue surged to a historic high, fueled by strong shipments of AI servers and network switches. The company reported a year-over-year increase of 177.37%...

Saturday 7 March 2026

GCS eyes 200G optical component ramp in 2026 as AI demand grows

Driven by AI workloads, global data traffic is expanding rapidly. Compound semiconductor firm GCS Holdings said the optical...

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