Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 14 August 2026

Research insight: Delta, Lite-on raise capex to 9% of revenue in AI data center power race

The speed of AI data center deployment is raising the bar for power and cooling suppliers. Chipmakers such as Nvidia and AMD are refreshing platforms annually, with each generation...

Friday 14 August 2026

AI server tracker: Demand drives July revenue gains across Taiwan infrastructure suppliers

Data center infrastructure providers reported revenue gains across baseboard management controllers (BMCs), optical modules, power supply components, and thermal management products...

Friday 14 August 2026

Alibaba Cloud's 6-year evolution: five super data centers pivoting to AI compute

Alibaba Cloud's Lingjun Zhenwu M890 supernode has officially gone live, with its initial commercial deployment in Ulanqab, Inner Mongolia—the...

Friday 14 August 2026

OCP APAC 2026: What if AI's next efficiency breakthrough is simply moving less?

For years, the logic of AI infrastructure has been straightforward: move more data, push more power, transmit more signals, remove...

Friday 14 August 2026

Alibaba Cloud races ahead with Ulanqab AI infrastructure

Since early 2026, AI upstarts such as DeepSeek have increasingly pivoted toward building or co-owning their own data centers. This reflects a broader shift across China's AI sector:...

Friday 14 August 2026

Alibaba Cloud cuts AI data center build time to 100 days, triples global modular capacity

Alibaba Cloud has cut the delivery cycle for large AI data centers to 100 days with its CUBE 5.0 modular architecture, while lowering construction costs by more than 10% and increasing...

Friday 14 August 2026

Compal lifts profit on AI PCs and servers as component costs rise

Compal Electronics said second-quarter 2026 revenue and profit increased as AI PCs and server demand offset higher memory and other component costs. The Taiwanese electronics maker...

Friday 14 August 2026

Analysis: Taiwan Mobile takes control of Systex to close ICT gap with Chunghwa Telecom, Far EasTone

Taiwan Mobile announced on August 13 that it will acquire additional common shares of Systex through its wholly owned subsidiary Taiwan...

Friday 14 August 2026

LandMark Optoelectronics says silicon photonics capacity is "very, very tight"

LandMark Optoelectronics said demand for its silicon photonics (SiPh) products is extremely strong, with output expected to keep rising over the next several quarters as capacity at...

Friday 14 August 2026

Phison reports record second quarter profit as AI storage demand surges

Phison Electronics reported record second-quarter results for 2026, with profit and revenue both reaching new highs as AI-driven storage demand accelerated. The Taiwan-based NAND controller...

Friday 14 August 2026

Quanta posts record second quarter revenue as AI server demand surges

Quanta Computer reported record second-quarter results on August 13, driven by strong demand for AI servers and notebooks. The Taiwanese electronics manufacturer said consolidated...

Friday 14 August 2026

Alibaba Cloud launches Zhenwu M890 supernode for commercial use

Alibaba Cloud has begun commercial service for its Zhenwu M890 supernode in Ulanqab, Inner Mongolia, giving global customers an early look at how AI infrastructure is shifting toward...

Friday 14 August 2026

China PCB makers pour billions into AI server, HPC, optical markets

Chinese printed circuit board (PCB) makers are stepping up investment in higher-value markets including AI servers, high-performance computing (HPC) and optical communications. Following...

Friday 14 August 2026

Lenovo turns a memory-price shock into a share gain

Lenovo Group's first quarter of fiscal 2026/27 shows a company using an industry-wide cost problem as a competitive weapon. Group revenue reached US$26.9 billion for the three months...

Friday 14 August 2026

Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices

Lenovo Group told investors on its August 13, 2026 earnings call that record AI-driven growth is outpacing the company's targets, even as executives warned that memory chip shortages...

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