Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 11 June 2026

Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for...

Thursday 11 June 2026

Sharp's AI server plan signals a broader shift in Japan electronics

Sharp's June 9 fiscal year 2026 business briefing highlighted a deeper partnership with Foxconn, with AI servers becoming the main focus. Sharp said it will begin selling AI servers...

Thursday 11 June 2026

Analysis: Taiwan suppliers pivot to physical AI as humanoid robots draw attention

Humanoid robots are attracting global interest, and COMPUTEX 2026 has opened its first robotics zone. Yet Taiwanese suppliers are focusing on physical AI, including AI computing platforms,...

Wednesday 10 June 2026

Infineon and VinRobotics sign partnership to advance humanoid robot development

Infineon Technologies and Vietnam's VinRobotics have agreed to collaborate on humanoid robots, a move that could shape how future machines are designed, manufactured, and deployed...

Wednesday 10 June 2026

Nvidia's AI ramp deepens memory squeeze as cloud providers lock up supply through 2028

Memory shortages tied to Nvidia's next wave of AI hardware are expected to intensify through 2027 and into 2028, as major cloud service providers continue to secure long-term supply...

Wednesday 10 June 2026

Commentary: How AI boom gave Nokia and BlackBerry a second life

The artificial intelligence boom has created clear winners among semiconductor and memory manufacturers. Shares of companies such as Samsung Electronics, SK Hynix and Micron Technology...

Wednesday 10 June 2026

Taiwan exports hit record high as AI servers and chip price hikes fuel trade surge

Taiwan's exports hit new highs in May 2026 and in the first five months of the year, powered by AI supply-chain demand and rising electronics prices, the Ministry of Finance said on...

Wednesday 10 June 2026

China's CNY2tn data center plan puts domestic AI chips at the core

Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country's domestic...

Wednesday 10 June 2026

Microsoft Azure's China retreat shows data sovereignty is squeezing global cloud providers

Microsoft is reportedly scaling back parts of its China operations again, with the latest adjustment focused on its Azure cloud business, as both the US and China tighten scrutiny...

Wednesday 10 June 2026

Malaysia urges ASEAN to build regional power grid in response to geopolitical tensions, AI-driven power demand

Malaysian Prime Minister Anwar Ibrahim has once again called on the Association of Southeast Asian Nations (ASEAN) to establish a regional power grid, as geopolitical developments...

Wednesday 10 June 2026

AI equipment, telecom upgrades lift network equipment vendors in May

Taiwan-based network equipment makers have seen revenue trend higher in May 2026, buoyed by rising AI infrastructure spending, low Earth orbit (LEO) satellite orders, and a telecom...

Wednesday 10 June 2026

Apple's Siri AI finally arrives, but China blockage threatens iPhone's next upgrade cycle

Apple's new Siri AI has finally arrived, but its absence from China threatens to weaken the company's artificial intelligence (AI) strategy in one of the world's most important smartphone...

Wednesday 10 June 2026

Supermicro's US$7 billion fundraising shines spotlight on mounting governance and compliance challenges

According to Bloomberg and Reuters, Supermicro said it plans to raise US$7 billion through a series of equity and equity-linked offerings to support purchases of...

Wednesday 10 June 2026

Delta and Lite-On poised to benefit as AI pushes data centers toward megawatt power levels

AI's relentless expansion is forcing a structural overhaul of data-center power infrastructure, creating a new investment cycle that extends...

Wednesday 10 June 2026

India reportedly delays Starlink launch amid Iran war security concerns

India has effectively paused Starlink's commercial entry, underscoring how geopolitical tensions can shape global...

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