Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 21 May 2026

OSE targets AI server SMT growth as memory demand lifts outlook

Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its...

Thursday 21 May 2026

Iron Force eyes North America production, AI server cooling shipments in 2Q26

Iron Force Industrial saw short-term pressure in its operations during the first quarter of 2026, due to tariff swings in the US-China trade war, adjustments to its product mix, and...

Thursday 21 May 2026

Limited joint-load capacity threatens humanoid robots' ability to replace human labor

Humanoid robot developers and suppliers are increasingly focused on joint-module load-bearing capabilities as a key barrier to replacing human workers, according to supply-chain sources...

Thursday 21 May 2026

Analysis: Why Taiwan's telcos aren't following the US playbook on satellite

Verizon, AT&T, and T-Mobile have formed a joint venture to expand direct-to-device (D2D) satellite service and eliminate mobile coverage dead zones across the US, prompting scrutiny...

Thursday 21 May 2026

Nvidia revenue surges 85% as data center sales jump 92%

May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year-over-year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-over-year,...

Wednesday 20 May 2026

Tech Forum 2026: AI server racks push liquid cooling into mainstream

META Green Cooling Technology (MGC) president Clyde Chu said Nvidia's chip roadmap shows that cooling requirements are doubling in less than a year, with the NVL72 rack based on the...

Wednesday 20 May 2026

Microsoft advances India data center timeline within expanded regional investment framework

Microsoft's data center expansion in India represents the continuation of a strategic regional investment trajectory, updating previously announced capital commitments rather than...

Wednesday 20 May 2026

Amazon's AI chip push gains ground as Nvidia remains central to AWS

Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements,...

Wednesday 20 May 2026

FarEasTone named Amazon Leo distributor in Taiwan, targets 2027 launch

FarEasTone Telecommunications has signed a formal cooperation agreement with Amazon Leo, Amazon's low-Earth-orbit satellite network service, to become its authorized distributor in...

Wednesday 20 May 2026

Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices

Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become...

Wednesday 20 May 2026

Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028

The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of...

Wednesday 20 May 2026

Google and Blackstone could lift ASIC demand with TPU leasing joint venture

Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build...

Wednesday 20 May 2026

Far EasTone posts revenue and profit growth and signs collaboration with Amazon LEO satellite service

Far EasTone Telecommunications held its 2026 shareholders meeting on May 20. They announced that it had achieved year-on-year growth in consolidated revenue and profit in 2025, while...

Wednesday 20 May 2026

Commentary: China hardens AI self-reliance push after Trump-Xi talks

After the Trump-Xi meeting in Beijing, China's senior leadership has stepped up inspections of artificial intelligence, smart manufacturing and computing infrastructure, offering a...

Wednesday 20 May 2026

Taiwan robotics hub aims to move suppliers beyond components

Taiwan has opened a new robotics R&D center in southern Taiwan, aiming to help local manufacturers move beyond component supply and...

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