Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 27 January 2026

AI-driven power demand tests Taiwan's grid resilience amid global gas turbine and transformer shortages

Taiwan's electricity demand is entering a new phase of sustained growth, driven by AI, semiconductors, and high-tech manufacturing. While the government accelerates grid resilience...

Tuesday 27 January 2026

Infineon pushes vertical power delivery for AI data center efficiency gains

As the race to scale artificial intelligence computing accelerates, global technology companies are committing large sums to AI infrastructure. Capital spending is climbing rapidly,...

Tuesday 27 January 2026

Kentec Technology poised for profit turnaround in 2026 as global demand for AI server cooling continues to rise

Kentec, a subsidiary of Kenmec Mechanical Engineering, is on track to achieve a significant profit turnaround by 2026 as it addresses rising demand for AI server cooling technology...

Monday 26 January 2026

Lisa Su's toughest call: scrapping AMD's server roadmap

Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast,

Monday 26 January 2026
HVDC 800V supply chain gains attention as cloud AI seeks better power efficiency, but entry barriers remain high
The growing emphasis on power efficiency in cloud AI computing has drawn focus to the high-voltage direct current (HVDC) 800V supply chain, presenting notable opportunities and challenges...

Monday 26 January 2026
Pegatron bullish on AI server industry, chair sees 2026 as breakout year
Booming demand for artificial intelligence (AI) servers has fueled strong momentum for electronic manufacturing services (EMS) firms, with the surge also reflected in capital markets...

Monday 26 January 2026
Jabil names longtime director Steve Raymund chair
Jabil said on January 22, 2026, that longtime director Steve Raymund has been appointed chairman of its board, while Thomas T. Edman and Raejeanne Skillern have joined as new direc...

Monday 26 January 2026
How rising memory prices are reshaping the smartphone supply chain
As the global surge in artificial intelligence continues to drive up memory chip prices, pressure is mounting across the electronics supply...

Monday 26 January 2026
Latecomer firms set to climb global EMS/ODM rankings in 2026
DIGITIMES' tally of 2025 revenue for the world's top 20 electronics manufacturing services (EMS) and original design manufacturing (ODM)...

Monday 26 January 2026
Commentary: Apple's foldable iPhone faces design questions ahead of widely expected 2026 debut
Beyond the closely watched rivalry between Samsung Electronics and Huawei in foldable smartphones—and the shifting balance of market...

Monday 26 January 2026
Power transmission efficiency shapes future of AI computing and regional competitiveness
As global investment in generative AI accelerates, the critical bottleneck is shifting from advanced processor manufacturing to the availability and efficiency of power transmission...

Monday 26 January 2026
iPhone 17 high-end model demand exceeds expectations as Taiwanese carriers struggle to meet supply
The iPhone 17 series has been on the market for over a quarter, yet Taiwan's telecom channels still face significant shortages of high-end models. A check on local carrier websites...

Monday 26 January 2026
The ASIC server wars begin as Nvidia squeezes the margins
ASIC servers are emerging as the most closely watched segment of the server supply chain heading into 2026. Nvidia remains the dominant force in AI servers and continues to ship the...

Sunday 25 January 2026
From cars to robots: automakers expand into AI and wearable tech
At major international auto shows, sleek supercars and long-range electric vehicles are no longer the sole attractions. Increasingly, visitors encounter humanoid robots moving through...

Sunday 25 January 2026
Nvidia's China AI chip share falls to 8% as local rivals ramp up
Tighter US export controls on advanced artificial intelligence chips are accelerating China's push to develop domestic chip technologies...

1/1763 pages