Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 9 June 2026

Commentary: How Nvidia turned Computex into its own annual coronation

Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending...

Tuesday 9 June 2026

Amazon, Corning strike multibillion-dollar deal to expand US fiber optic output

Amazon has reached a multiyear, multibillion-dollar agreement with Corning to supply optical fiber, cable, and connectivity equipment for its US data centers, a move that stands to...

Tuesday 9 June 2026

AMD commits up to GBP2 billion to speed AI research in the UK

AMD said on June 8 it plans to invest up to GBP2 billion (approx. US$2.67 billion) in the UK over the next five years to accelerate AI innovation and research and broaden access to...

Tuesday 9 June 2026

Jensen Huang deepens LG alliance as Nvidia expands its AI ambitions in South Korea

After concluding a meeting with SK Group on the morning of June 8, Nvidia CEO Jensen Huang traveled to LG Group's headquarters, the LG Twin Towers in Seoul's Yeouido district, for...

Tuesday 9 June 2026

Apple Intelligence expansion hits roadblocks in China and EU, raising fragmentation concerns

Apple unveiled a sweeping overhaul of its artificial intelligence offering at WWDC 2026 on June 8, but two of its most important markets — China and the EU — will not receive...

Tuesday 9 June 2026

Taiwan server makers post strong May sales as AI demand continues to drive orders

Taiwan's leading server manufacturers reported strong May sales, underscoring how global AI infrastructure spending is reshaping demand for data center hardware. The gains point to...

Tuesday 9 June 2026

Cooling parts maker Global PMX wins AI server liquid-cooling supply and expects high-margin shipments in second half

Automotive power and safety parts manufacturer Global PMX said it secured placements in the supply chains of leading AI chip and rack makers and expected a wave of high-margin liquid-cooling...

Tuesday 9 June 2026

Panasonic raises SP-Cap prices as AI drives passive component demand

Passive component prices are staying elevated as AI continues to drive demand, with industry sources saying pricing in 2026 will remain at high levels. Panasonic is set to launch a...

Tuesday 9 June 2026

Microsoft shifts AI cost burden toward devices as cloud bills climb

Microsoft is rethinking how the costs of artificial intelligence (AI) are distributed, with global implications for enterprise software pricing, cloud spending, and device strategy...

Monday 8 June 2026

Beijing backs orbital computing in bid for AI leadership

China is accelerating its push into space-based computing, betting that the next frontier of artificial intelligence infrastructure may lie beyond Earth.

Monday 8 June 2026

Dreame under scrutiny for breakneck expansion pace and state-owned funding

A city in China has begun investigating the connections between its local companies and Dreame Technology, a Chinese company known for its robot vacuum cleaners that has reportedly...

Monday 8 June 2026

Uneec breaks into IT, liquid cooling racks on AI demand

Demand for artificial intelligence (AI) is pushing server chassis manufacturers to expand into the server rack business. Chenming Electronic Tech (Uneec) is optimistic about its rack...

Monday 8 June 2026

China launches prefabricated power hub to speed data centers, cut costs

China has launched what state media described as the world's first prefabricated computing-power hub, a modular power system designed...

Monday 8 June 2026

Microloops May revenue rises 54% as CSP cooling module shipments start

Cooling module maker Microloops reported May 2026 consolidated revenue of NT$330 million (approx. US$10.45 million), up 54.97% from a month earlier and down 10.76% from a year earlier...

Monday 8 June 2026

NTT taps Korean, Taiwanese partners for JPY70 billion-plus IOWN fund

NTT plans to establish an investment fund of more than JPY70 billion (approx. US$440 million), with major South Korean and Taiwanese...

1/1832 pages