CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 24 June 2026
Flexible AMOLED phone panel prices face pressure amid ongoing memory cost rise
Global smartphone buyers may see continued pricing pressure across display supply chains as a weak handset recovery and rising memory costs weigh on panel makers. In China and other...
Wednesday 24 June 2026
AI server VRM shifts drive power shortages and stretch lead times past 6 months
The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads...
Wednesday 24 June 2026
VFT targets semiconductors, foldable display, energy materials

Optical film and nano-coating materials developer Victory For Technology (VFT) is focusing on three key areas — AI and semiconductor...

Wednesday 24 June 2026
AI robot paths split as humanoid prices plunge, industrial orders hit record

China's Unitree Robotics has slashed its humanoid robot prices sharply, in stark contrast to the industrial robot market, where prices...

Wednesday 24 June 2026
Foldable iPhone centers on South Korean OLEDs for supply in 2026
Samsung Display (SDC) has reportedly won Apple's production approval for the OLED modules used in its first foldable iPhone and has officially begun production for initial shipments...
Wednesday 24 June 2026
Column: Physical AI commercialization's safety gap

The race to commercialize physical AI and autonomous robots is running into a fundamental challenge: existing robot safety frameworks...

Tuesday 23 June 2026
AI data center buildout fuels optical interconnect race, but 6-inch InP wafers hit supply wall

Technology giants are continuing to expand AI computing infrastructure, driving demand for high-performance optical interconnect components...

Tuesday 23 June 2026
Kaori's Kaohsiung plant targets 2027 output for AI cooling and green energy demand
Kaori Heat Treatment held a groundbreaking ceremony for its new plant at Kaohsiung's Ciaotou Science Park on June 23. Chairman Dr. Allen Wu led the management team at the event, joined...
Tuesday 23 June 2026
Smartphone demand and chip supply pressures cloud 2H26 peak season outlook
Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of...
Tuesday 23 June 2026
South Korea takes physical AI push from policy to practice

South Korea has moved its Physical AI Alliance from a policy-setting body into an operational platform, as the government and companies...

Tuesday 23 June 2026
AWS Trainium 3 ramp set to boost Taiwan suppliers in the second half of 2026

Amazon Web Services (AWS) is moving into volume production of AI servers built around its latest custom chip, Trainium 3, setting up Taiwan...

Tuesday 23 June 2026
Samsung Electro-Mechanics rides Qualcomm's data center push into servers

Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator,...

Tuesday 23 June 2026
Wonderful Hi-Tech targets LEO satellites and AI gear to lift margins and growth
Wonderful Hi-Tech held an investor briefing stating that the first quarter of 2026 was likely the operating trough for the year as the company pivoted toward higher-margin products...
Monday 22 June 2026
AI demolishes traditional tech: how NPUs and AI RAN are rewriting European infrastructure

AI is no longer a localized software novelty. It is now aggressively wiping out traditional hardware infrastructure across Europe....

Monday 22 June 2026
AI server supply chain expansion accelerates across Southeast Asia
AI server orders are surging, and suppliers across the global supply chain are rapidly expanding capacity in Southeast Asia. Thailand, Malaysia, and Vietnam have emerged as the main...