Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 20 July 2026

3GPP sets 6G Release 21 timeline as industry begins preparing for next-gen networks

The global race toward 6G has entered a new phase after the 3rd Generation Partnership Project (3GPP) finalized the development timeline...

Monday 20 July 2026

Meta, Anthropic in talks over potential US$10 billion compute deal

Meta Platforms is in early talks to lease computing power to Anthropic in a potential deal worth up to US$10 billion over two years,...

Monday 20 July 2026

Beyond Taipower: AI, semiconductors, and overseas grids reshape Taiwan's electromechanical supply chain

Taiwan's heavy-electrical and electromechanical industry is entering a new growth phase as demand expands beyond its long-standing reliance on Taiwan Power (Taipower). While Taipower's...

Monday 20 July 2026

Nvidia shrugs off HBM shortage, bets on AI infrastructure to sustain explosive growth

Nvidia CEO Jensen Huang has delivered a clear message ahead of his trip to Japan: the chipmaker's growth is still accelerating, even with quarterly revenue approaching US$100 billi...

Monday 20 July 2026

MiTAC packs 96 AMD GPUs into 52U liquid-cooled rack

MiTAC Computing Technology, a subsidiary of MiTAC Holdings, showcased its server lineup and high-density liquid-cooled rack solutions at the 2026 World Artificial Intelligence Conference...

Sunday 19 July 2026

Memory must adopt foundry model to fix AI inference bottleneck, says Korean scholar

AI development is driving larger data transfers and higher GPU efficiency demands, pushing memory toward customization and prompting...

Saturday 18 July 2026

China's AI sector pivots to system-level "super-nodes" as chip curbs bite at WAIC 2026

The largest World Artificial Intelligence Conference (WAIC) to date opened in Shanghai on July 17, and its dominant signal was strategic: China's answer to US limits on advanced chips...

Friday 17 July 2026

Exclusive: SiPearl turns to Taiwan ODMs to bring Rhea-based servers to market

SiPearl has powered on and begun validating Rhea1, its first-generation server CPU designed in Europe. Its next challenge is convincing...

Friday 17 July 2026

AI server tracker: Taiwan's testing and design service leaders surge on global chip demand

The surge in AI and high-performance computing (HPC) technologies continues to reshape the semiconductor landscape, as demonstrated by the June...

Friday 17 July 2026

Oppo cuts OnePlus from North America and Europe, and Realme from China

OnePlus is exiting the North American and European markets for its future product launches, while sales of new Realme products will...

Friday 17 July 2026

ABB to buy Rotork in US$5.5 billion cash deal

ABB said it has agreed to acquire Rotork in a recommended all-cash offer that would deepen the Swiss industrial group's push into electrification and automation, with potential implications...

Friday 17 July 2026

Nvidia unveils Thor-based modules for robots and edge AI

Nvidia has introduced new Thor-based modules aimed at powering robots and autonomous machines as they move into broader commercial use...

Friday 17 July 2026

Hygon forecasts higher first-half 2026 revenue and profit

Hygon Information Technology said its first-half 2026 results are expected to rise sharply, signaling continued demand for domestic high-end chips as AI, cloud computing, and localization...

Friday 17 July 2026

Shopee pushes in-house data centers, boosts Southeast Asia supply chain

Sea Group's data center push in Southeast Asia is creating new demand for servers, components, and integration services, with global supply chains likely to feel the effects. Singapore...

Friday 17 July 2026

SOFC gains traction in AI data centers, opening three paths for Taiwan suppliers

As AI ushers in an era in which computing capacity increasingly translates directly into power demand, energy has become the foundational layer of the "five-layer cake" framework outlined...

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