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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 1 June 2026
South Korea's ETRI maps three-part plan to scale physical AI and robot sovereignty
South Korea's Electronics and Telecommunications Research Institute (ETRI) unveiled a medium- to long-term strategy to advance physical AI and robot intelligence at its 50th anniversary...
Monday 1 June 2026
AuthenX targets CPO bottlenecks with detachable metalens FAU
AuthenX is preparing to showcase a detachable 2D fiber-array unit at COMPUTEX 2026, as the Taiwanese optical-communications company seeks to address packaging and alignment challenges...
Sunday 31 May 2026
Aspeed and Lattice announce partnership on programmable server management chip
Aspeed Technology and Lattice Semiconductor have formed a strategic partnership that could reshape how servers are managed in data centers worldwide. The collaboration aims to combine...
Sunday 31 May 2026
AUO sees automotive orders setting up revenue gains from 2026
AUO said its automotive business has entered a high-growth phase, with annual orders for in-vehicle products now exceeding current-year revenue. The company expects revenue benefits...
Sunday 31 May 2026
60% of smart factories underperform as South Korea expert eyes tacit knowledge for manufacturing AX
South Korea is treating AI transformation as a future test of manufacturing competitiveness. The challenge now is not only installing smart systems, but converting frontline workers'...
Sunday 31 May 2026
Taiwan Mobile sets sights on NT$1 trillion revenue as AI and enterprise services drive growth
Taiwan Mobile outlined plans to pursue a NT$1 trillion (US$31.88 billion) revenue target as it shifts emphasis to AI, enterprise services, and new technology businesses, executives...
Saturday 30 May 2026
AI server testing firm Wendell prepares IPO for high-power lab unit on surging rack equipment demand

Wendell Industrial Co. held its 2026 annual shareholders' meeting on May 26, where chairman Kao Chih-hung said shareholders approved a proposal...

Saturday 30 May 2026
AI boom strains optical supply chain as Nvidia, Corning expand fiber output
The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer...
Saturday 30 May 2026
'You're so rich now': Jensen Huang toasts Taiwan supply chain partners as Vera Rubin ramp begins
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation...
Friday 29 May 2026
Chinese power chipmaker China Resources Microelectronics targets AI servers with PLP packaging
Generative AI, HPC, and large data centers are raising demand for chips with higher power efficiency, stronger thermal control, and denser packaging, making advanced packaging a more...
Friday 29 May 2026
Compal accelerates server push with Texas plant and aims for 40% non-PC revenue
Compal Electronics said it was scaling up its server business and expects server revenue to reach 8-10% of total sales in 2026 as AI server rack-scale systems ramp and a new Texas...
Friday 29 May 2026
Quanta projects strong 2026 AI demand as it expands server and wearable production
Quanta said demand for artificial intelligence (AI) infrastructure would be very strong in 2026 as the company pushed deeper into servers and wearable devices, and that it was expanding...
Friday 29 May 2026
Foxconn says its quantum computing unit aims for commercial takeoff around 2030
Foxconn has said its quantum computing work is drawing international attention, but the main challenge remains turning research into a commercial business. The company's quantum efforts...
Friday 29 May 2026
Foxconn chairman sets new profit target as 2025 earnings hit record high
Foxconn said its latest results highlight how technology manufacturing groups are reshaping supply chains for global customers. The company reported record earnings in 2025, raised...
Friday 29 May 2026
From cloud to factory floor: KETI outlines four directions shaping next-gen physical AI chips
As AI moves from cloud environments into factories and physical systems, semiconductor design is being reshaped by new demands in speed, energy efficiency, and on-site learning. At...