Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 27 January 2026

Taipower taps Westinghouse for nuclear restart safety checks in the face of AI power surge and net-zero pressures

Taiwan Power Company (Taipower) has launched autonomous safety inspections for the planned restart of its second and third nuclear power plants, targeting submission of formal reactivation...

Tuesday 27 January 2026

US shows endorsement of Taiwan industry by granting MFN status on Section 232 tariffs, Taiwan officials say

Taiwan's finance minister and central bank governor have welcomed the US promise to extend most-favored-nation treatment under Section 232 tariffs, calling it a strong endorsement...

Tuesday 27 January 2026

Samsung doubles down on Galaxy A as Chinese brands take half the market

Samsung Electronics said on January 26, 2025, that it will launch its new Galaxy A07 5G smartphone in Taiwan, aiming to lift shipment momentum in the mass-market segment.

Tuesday 27 January 2026

AI and localization reshape China's semiconductor supply chain as price hikes arrive

After navigating pandemic tailwinds, US-China conflicts, and tariffs under US President Donald Trump, the global semiconductor and electronics industries are emerging from inventory...

Tuesday 27 January 2026

Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion

Nvidia and cloud computing firm CoreWeave have announced an expanded partnership to build more than 5 gigawatts of AI "factories" by 2030, aiming to support the rapid growth of artificial...

Tuesday 27 January 2026

Sanmina reports surge in revenue driven by AI infrastructure expansion

Sanmina announced a robust start to fiscal year 2026, reporting a 59% year-over-year increase in revenue for its first quarter ended December 27, 2025. The company's performance was...

Tuesday 27 January 2026

AI-driven power demand tests Taiwan's grid resilience amid global gas turbine and transformer shortages

Taiwan's electricity demand is entering a new phase of sustained growth, driven by AI, semiconductors, and high-tech manufacturing. While the government accelerates grid resilience...

Tuesday 27 January 2026

Infineon pushes vertical power delivery for AI data center efficiency gains

As the race to scale artificial intelligence computing accelerates, global technology companies are committing large sums to AI infrastructure. Capital spending is climbing rapidly,...

Tuesday 27 January 2026

Kentec Technology poised for profit turnaround in 2026 as global demand for AI server cooling continues to rise

Kentec, a subsidiary of Kenmec Mechanical Engineering, is on track to achieve a significant profit turnaround by 2026 as it addresses rising demand for AI server cooling technology...

Monday 26 January 2026

Lisa Su's toughest call: scrapping AMD's server roadmap

Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast,

Monday 26 January 2026
HVDC 800V supply chain gains attention as cloud AI seeks better power efficiency, but entry barriers remain high
The growing emphasis on power efficiency in cloud AI computing has drawn focus to the high-voltage direct current (HVDC) 800V supply chain, presenting notable opportunities and challenges...

Monday 26 January 2026
Pegatron bullish on AI server industry, chair sees 2026 as breakout year
Booming demand for artificial intelligence (AI) servers has fueled strong momentum for electronic manufacturing services (EMS) firms, with the surge also reflected in capital markets...

Monday 26 January 2026
Jabil names longtime director Steve Raymund chair
Jabil said on January 22, 2026, that longtime director Steve Raymund has been appointed chairman of its board, while Thomas T. Edman and Raejeanne Skillern have joined as new direc...

Monday 26 January 2026
How rising memory prices are reshaping the smartphone supply chain
As the global surge in artificial intelligence continues to drive up memory chip prices, pressure is mounting across the electronics supply...

Monday 26 January 2026
Latecomer firms set to climb global EMS/ODM rankings in 2026
DIGITIMES' tally of 2025 revenue for the world's top 20 electronics manufacturing services (EMS) and original design manufacturing (ODM)...

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