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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 18 March 2026
OpenAI teams with AWS to target US govt AI contracts
OpenAI has signed an agreement with Amazon Web Services (AWS) to provide its artificial intelligence tools to US government agencies for both classified and unclassified work, according...
Wednesday 18 March 2026
Nvidia GTC 2026: Nvidia charts optical-copper path
At GTC 2026, Nvidia outlined a dual-track approach combining copper cables and silicon photonics (SiPh) to meet surging AI-driven demand for data center interconnects. CEO Jensen Huang...
Wednesday 18 March 2026
Foxconn and SAP forge strategic alliance to drive enterprise AI in APAC
On March 18, Foxconn (Hon Hai) announced a strategic partnership with SAP to accelerate the adoption of next-generation enterprise artificial intelligence across the Asia-Pacific region...
Wednesday 18 March 2026
Apple adopts MediaTek Wi-Fi chip for MacBook Neo to save costs, say sources
Apple's recently launched affordable MacBook Neo has been found to use MediaTek's Wi-Fi and Bluetooth chips instead of Broadcom or Apple's own N1 chip, according to teardown reports...
Wednesday 18 March 2026
Oppo seeks to offset component cost pressures with global expansion and premium push
Oppo is preparing to cushion its smartphone business against rising component costs, particularly memory, after reaching annual shipments of around 100 million units. The company is...
Wednesday 18 March 2026
Exclusive: AI server supply chain hits hidden stalemate as CSPs and manufacturers favor price hikes over expansion
Geopolitical tariff conflicts combined with the outbreak of Middle East hostilities have pushed even the booming AI server and data center industry—and its supply chain—into...
Wednesday 18 March 2026
Chinese server maker Sugon unveils 400G AI fabric to rival Nvidia InfiniBand
Chinese server maker Dawning Information Industry Co. (Sugon) has introduced scaleFabric, its first fully self-developed 400G native remote direct memory access (RDMA) data center...
Wednesday 18 March 2026
Foxconn sees AI server market splitting GPU-ASIC 8:2 as CSP demand surges
Buoyed by sustained high capital expenditure by global cloud service providers (CSPs), AI servers and data center infrastructure have become the ICT supply chain's primary growth drivers...
Wednesday 18 March 2026
Surging US AI demand drives contract manufacturing fees higher for Taiwan electronics makers
Aggressive AI investments by major US cloud service providers (CSPs) are driving a surge in demand for Taiwan's semiconductor and ICT hardware, pushing exports, prices, and private...
Wednesday 18 March 2026
Meta accelerates AI ASIC roll-out as Broadcom secures four-generation chip design deal
Meta recently announced plans to launch four generations of ASIC product lines over the next two years, including the already mass-produced MTIA 300 and upcoming MTIA 400, 450, and...
Wednesday 18 March 2026
Taiwan on track to outpace China's growth again in 2026
Driven by US President Donald Trump's push for American reindustrialization and efforts to shift industries away from China through high tariffs, Taiwan's economy is set to outpace...
Wednesday 18 March 2026
Wistron eyes sales model shift as AI server volume squeezes margins
Wistron Group posted record revenue and earnings per share in 2025, driven by strong demand for AI servers. Still, its gross margin fell as higher unit prices and material costs tied...
Tuesday 17 March 2026
MSI to increase gaming product prices by up to 30% as memory costs spike
With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said...
Tuesday 17 March 2026
Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung
As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote...
Tuesday 17 March 2026
Foxconn eyes steady growth in 2026 with 5-year AI transformation plan
Hon Hai Precision Industry (Foxconn) achieved record-high profits and cash dividends in 2025. Foxconn chairman Young Liu stated that the company's growth momentum will continue in...