Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 26 May 2026

Analysis: Nvidia's Vera CPU opens new front in data center chip race

Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth...

Monday 25 May 2026

Physical AI boosts edge demand, lifting IPC order visibility

According to market research firms, the global edge AI market is forecast to post a compound annual growth rate of 26% through 2032, while the overall edge computing market is expected...

Monday 25 May 2026

Zeng Hsing boosts robotics and smart manufacturing push to underpin midterm growth

Zeng Hsing Industrial held its annual general meeting on May 25. It approved the 2025 business report and financial statements, the earnings distribution plan, amendments to the articles...

Monday 25 May 2026

Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war

Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments...

Monday 25 May 2026

Kawasaki opens Silicon Valley physical AI center, deepening Nvidia ties

Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate real-world deployment of physical AI and strengthen Japan–US collaboration in AI...

Monday 25 May 2026

Interview: Low-cost Chinese AI servers are redrawing the global infrastructure map

Geopolitics and price are reshaping who builds the world's AI infrastructure. Across emerging markets in Southeast Asia, Africa, and Latin America, governments and enterprises are...

Monday 25 May 2026

AUO eyes MicroLED for short-range optical interconnects, potentially shifting data center wiring and power dynamics

MicroLED short-range optical interconnects are attracting global R&D investment for their low power consumption and high-speed modulation, and AUO has formed a supply-chain alliance...

Monday 25 May 2026

Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains

Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a...

Monday 25 May 2026

AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power...

Monday 25 May 2026

Huawei targets AI optical networking with InP chip startup investment

Huawei is expanding deeper into AI optical networking and silicon photonics (SiPh) through a new investment in an indium phosphide (InP) optical chip startup, as rising AI data center...

Monday 25 May 2026

Singapore launches physical AI testbed at Punggol Digital District

Singapore will launch a new testbed at the Punggol Digital District (PDD) later in 2026 to research, test, and deploy physical artificial intelligence (AI) systems, as the government...

Monday 25 May 2026

BOE seeks Galaxy S27 OLED panel order by undercutting Samsung Display by US$5

China-based BOE Technology Group is reportedly looking to supply OLED panels for the standard model of the Samsung Galaxy S27 smartphone by offering a price that is US$5 lower than...

Monday 25 May 2026

Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources

Nvidia, AMD, and Intel are all optimistic about AI development. However, server supply chain companies admit that orders are no longer the issue. Instead, what is most lacking are...

Monday 25 May 2026

Grok falters across government and enterprise as SpaceX pivots to lease idle compute

Elon Musk's AI startup xAI faced weak uptake for its chatbot Grok across US government, corporate, and consumer markets, and SpaceX moved to lease idle computing capacity to Anthropic...

Monday 25 May 2026

India roundup: India accelerates chip ambitions, but ecosystem gaps remain a key challenge

India is advancing its technology and semiconductor ambitions through new fab projects, packaging...

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