Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 1 June 2026

Nvidia confirms Vera Rubin in full production with 150 Taiwan suppliers powering the ramp

Nvidia CEO Jensen Huang announced at GTC Taipei on June 1st that the Vera Rubin platform has entered full production, with Taiwan's server makers and global supply chain partners manufacturing...

Monday 1 June 2026

LianDe Holdings to mass produce liquid-cooling floating fittings for US chipmaker supply chain

LianDe Holdings-KY moved into AI server liquid-cooling components and secured a spot in a US chipmaker supply chain, the firm announced, with product validation underway and volume...

Monday 1 June 2026

ByteDance reportedly developing Groq-style chip with InnoStar

ByteDance is creating a new chip similar to those made by Nvidia partner Groq to help the Chinese creator of TikTok handle its AI inference loads, according to The Information...

Monday 1 June 2026

Foxconn expands France push with Tessalia chip-packaging venture, Bull AI project

Foxconn is expanding its footprint in France through two projects spanning artificial intelligence infrastructure and semiconductor packaging,...

Monday 1 June 2026

Delta Electronics sees AI data center power shift and manufacturing overhaul shaping future competition

Delta Electronics president and COO Simon Chang said the company's long investment cycle in power technology is positioning it for rising AI data center demand and a broader manufacturing...

Monday 1 June 2026

India's PLI 2.0 rethink signals a harder push into deeper electronics manufacturing

India is reportedly revising its smartphone incentive scheme to raise local value addition above 55%, a move that could reshape the country's electronics strategy. The shift reflects...

Monday 1 June 2026

Nvidia expects AI boom to keep supply tight beyond 2027

Nvidia chief executive Jensen Huang said the artificial intelligence industry is entering a rapid growth phase that could keep revenue rising sharply into 2027, while supply-chain...

Monday 1 June 2026

AI spillover puts CPUs and ASICs on Computex stage

Computex 2026 will open under the theme "AI Together," with attention shifting beyond Nvidia's training-focused hardware to AI computing, robotics, smart mobility, and next-generation...

Monday 1 June 2026

US moves to block Nvidia AI chips from reaching Chinese firms overseas

The US Commerce Department has moved to close a potential export-control loophole that may have allowed Chinese technology companies to...

Monday 1 June 2026

Taiwan gains partial US Section 232 relief, seeks tariff-free semiconductor quotas

Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains...

Monday 1 June 2026

Actron moves into AI servers and power infrastructure after securing 70%+ global share in auto LLD/ULLD diodes

Taiwan-based Actron Technology expects stronger growth in its automotive semiconductor business as demand for its high-efficiency diode products has exceeded expectations amid tightening...

Monday 1 June 2026

SoftBank plans up to EUR75 billion AI data center buildout in France, anchoring Europe's infrastructure

SoftBank Group said it will invest as much as EUR75 billion (US$87.43 billion) to develop 5GW of AI data center capacity in France, a move that would make the country one of its largest...

Monday 1 June 2026

Taiwan AI boom lifts server ODM valuations and pushes suppliers to chase higher margins

The AI boom is lifting valuations across Taiwan's system integration supply chain, while downstream vendors accelerate operations as the island's "electronic six giants" gain more...

Monday 1 June 2026

MediaTek eyes AI glasses, PCs, and home servers as computing shifts beyond the cloud

MediaTek said it expects artificial intelligence (AI) to move from centralized cloud systems into consumer devices, home servers, and new products such as AI glasses. The shift could...

Monday 1 June 2026

Advantech approves dividends, board election as it expands edge AI strategy

Advantech approved its 2025 financial statements and a new board at its annual shareholders' meeting in Taipei, while outlining a broader push into edge AI platforms. The industrial...

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