Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 3 March 2026

Taiwan Mobile-AST SpaceMobile tie-up aims to bolster always-on connectivity and disaster resilience

Taiwan Mobile announced on March 2 that it had signed a strategic cooperation memorandum of understanding with AST SpaceMobile at MWC 2026 to promote the integration of space-based...

Tuesday 3 March 2026

AI data centers redraw the power map: Driving 800V DC and solid-state transformers into the next battleground

As demand for computing power from AI large language models (LLMs) continues to surge, power density in data centers is rising in tandem, bringing the conversion losses of traditional...

Tuesday 3 March 2026

Apple reportedly explores Google Cloud to power next-generation Siri

Apple is in discussions with Google about hosting a new version of Siri in Google's data centers, a move that could significantly deepen...

Tuesday 3 March 2026

From smartphone plateau to AI expansion: MWC 2026 signals the next connectivity paradigm

The Mobile World Congress (MWC) 2026, held from March 2 to 5, showcased a decisive shift for the global mobile industry. No longer centered solely on smartphones, this year's event...

Tuesday 3 March 2026

Tesla's Optimus push deepens rivalry as Nvidia's ecosystem strategy reshapes global robotics competition

Tesla's pivot to free factory space for its humanoid robot Optimus by cutting Model S and Model X production lines highlights a broader shift in the robotics industry toward a structural...

Tuesday 3 March 2026

Samsung expands Galaxy S26 AI features to reshape user experience

Samsung Electronics officially launched its annual flagship Galaxy S26 series smartphones and Galaxy Buds 4 Bluetooth earphones on February 26. Following integrations with Bixby and...

Tuesday 3 March 2026

Nvidia invests in Lumentum to advance AI optics technology

Nvidia has announced a strategic partnership with Lumentum Holdings, accompanied by a US$2 billion investment aimed at boosting US-based manufacturing and R&D for advanced optics...

Tuesday 3 March 2026

FIT unveils 102.4T CPO external laser solution for AI data centers at OFC 2026

As AI model training scales up and cloud service providers (CSPs) accelerate the buildout of high-performance data centers, switch bandwidth is moving from 51.2Tbps to the 102.4Tbps...

Tuesday 3 March 2026

Ablecom ABLERACK targets high-density AI deployments with seismic-tested L11 cabinet

Ablecom announced its ABLERACK AI server rack solution, positioning it in the L11 domain and offering an integrated design for manufacturing services that combine energy efficiency,...

Tuesday 3 March 2026

Advantech's special dividend plan signals management confidence in long-term outlook

Industrial PC provider Advantech said its board approved a limited three-year special dividend program and shifted to an all-cash dividend policy, increasing the regular cash payout...

Monday 2 March 2026

Taiwan Mobile highlights trends toward 'AI Native' workflows, Open APIs at MWC 2026

The 2026 Mobile World Congress (MWC) is taking place from March 2-5 in Barcelona, Spain, focusing this year on how AI and smart connectivity are driving industry upgrade momentum in...

Monday 2 March 2026

Middle East escalation disrupts AWS data center, Apple retail, and Robotaxi services

US and Israeli airstrikes on Iran triggered retaliatory missile attacks on US bases in Bahrain and Qatar, with spillover disruptions hitting cloud infrastructure, logistics hubs, and...

Monday 2 March 2026

AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute

AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say...

Monday 2 March 2026

Memory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump

Memory price increases are beginning to affect the server market. Wiwynn said that in 2025, server customers and memory suppliers were protected...

Monday 2 March 2026

Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure

As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite...

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