Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 12 June 2026

SuperAI Singapore: Physical AI accelerates as cheaper hardware and AI models drive robot data demand

Robotics has progressed rapidly in the past few years, but major obstacles — including data collection and trust infrastructure...

Thursday 11 June 2026

MSI sees CPU shortages easing as margins recover

Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange...

Thursday 11 June 2026

Transsion turns from Africa phones to energy storage, but the harder fight is just starting

Transsion Holdings, Africa's long-time "king of mobile phones," is turning to energy storage as smartphone profits weaken. The question is whether its African channel empire can become...

Thursday 11 June 2026

China unveils Long March 12B, a key step toward reusable space launches

China has successfully launched a new commercial heavy-lift rocket designed to support the country's rapidly expanding satellite-constellation ambitions, marking another step in Beijing's...

Thursday 11 June 2026

Taiwan rugged PC suppliers gain multi-year order visibility as Europe accelerates rearmament

Europe's push to strengthen defense self-sufficiency is beginning to translate into tangible opportunities for military technology suppliers, with Taiwan-based rugged PC makers expecting...

Thursday 11 June 2026

BizLink to buy Interplex Datacom in up to US$900 million deal

BizLink Holding has agreed to acquire Interplex Datacom, the data communications business of Interplex Group, in a deal that will expand its presence in the data center interconnect...

Thursday 11 June 2026

Singapore launches new supercomputer to expand AI and research capabilities

Singapore launched ASPIRE 2B on June 8, its latest national supercomputer, as part of efforts to strengthen the country's artificial intelligence (AI) and advanced computing capabi...

Thursday 11 June 2026

Montage Tech samples 9200 MT/s DDR5 RCD06 chip for AI server memory upgrade

Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation...

Thursday 11 June 2026

Meta and Reliance expand India partnership with AI data center plan

Meta and Reliance Industries are expanding their partnership with plans for an AI-enabled data center in India. The move could strengthen...

Thursday 11 June 2026

Pegatron May revenue hits 2026 high as server business gains momentum

Pegatron announced on June 10 that its May 2026 revenue reached NT$95.96 billion (approx. US$3.04 billion), up 10.06% from April and 11.99% from a year earlier, as growth across the...

Thursday 11 June 2026

TDK bets on AI data center cooling with US$400 million Fabric8Labs acquisition

Japanese electronics manufacturer TDK is acquiring US-based metal 3D-printing startup Fabric8Labs for up to US$400 million, marking its...

Thursday 11 June 2026

Oracle plans US$70 billion investment to meet 'trillions' in AI demand as margins face short-term pressure

Oracle has detailed a massive expansion of its capital investment program to capitalize on what leadership describes as an unprecedented shift in the technology market. During the...

Thursday 11 June 2026

Oracle revenue surges, but heavy AI spending prompts investor concern

Oracle posted a strong close to its fiscal year, with fourth-quarter revenue climbing 21% to US$19.2 billion — slightly ahead of analyst expectations — driven by near-doubling...

Thursday 11 June 2026

AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives

AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to...

Thursday 11 June 2026

Questions emerge over timing of Nvidia's 800V data center push, but suppliers say plans remain unclear

Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year,...

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