CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 13 April 2026
Hormuz conflict exposes Southeast Asia's energy fault lines
A blockage of the Strait of Hormuz following conflict between the US and Iran is raising energy supply risks for Southeast Asia, with import-dependent economies most exposed. If the...
Monday 13 April 2026
Taiwan ramps up science park expansion as TSMC growth pushes capacity limits
Powered by surging semiconductor investment—led by TSMC—Taiwan's science parks are nearing full capacity, accelerating government efforts to expand land, infrastructure,...
Monday 13 April 2026
Exclusive: Apple's foldable iPhone faces production delay, but 2026 launch still in sight

The timing of mass production for Apple's first foldable iPhone has become a focal point of industry scrutiny. According to sources within...

Monday 13 April 2026
AI server tracker: Taiwanese thermal solution providers entering structural AI growth phase as liquid cooling adoption accelerates
Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem in 2026, even though their absolute revenue scale remains far...
Monday 13 April 2026
Intel and SambaNova deepen alliance to capture AI infrastructure demand

As artificial intelligence moves from experimentation to full-scale production, companies are confronting the limits of GPU-only inference...

Sunday 12 April 2026
Pan-International bets on AI servers as automotive demand growth slows in 2Q26
Pan-International, a Foxconn subsidiary specializing in connectors, reported a year-over-year revenue decline in the first quarter of 2026 due to cautious customer sentiment and stagnant...
Sunday 12 April 2026
How long can the AI server ODM boom last as growth begins to slow
Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...
Saturday 11 April 2026
AdaniConneX CEO outlines gigawatt-scale India data center push amid AI infrastructure surge

At GITEX AI Asia, AdaniConneX CEO Jeyakumar Janakaraj said the company is building toward gigawatt-scale data center capacity in India,...

Saturday 11 April 2026
Beyond AI: Energy, capital and sovereignty will define Asia's next factories
Artificial intelligence is entering a capital-intensive phase, with industry executives warning that Asia's next generation of factories will be defined less by breakthroughs in algorithms...
Saturday 11 April 2026
OpenAI pauses Stargate UK, energy costs and regulation stall AI data centre plans
OpenAI has put its Stargate UK project on hold, citing high energy costs and regulatory uncertainty, in a setback for the UK's ambitions to position itself as a global artificial intelligence...
Saturday 11 April 2026
Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating
Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month...
Friday 10 April 2026
AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP
South Korean IC design firm AD Technology transitioned from the TSMC Value Chain Alliance (VCA) to become one of Samsung's Design Solution Partners (DSPs) in 2019. After overcoming...
Friday 10 April 2026
A new kind of computer emerges for the age of AI agents

As AI agents grow capable of independently operating computers, drafting documents, and managing schedules, the relationship between humans...

Friday 10 April 2026
Compal sees PC demand steady, server shipments set to double quarterly
Compal Electronics' stronger-than-expected March and first-quarter 2026 results signal supply-chain and product-mix shifts with global implications for PC supply, server capacity for...
Friday 10 April 2026
Asustek posts record March and 1Q26 revenue on strong AI server demand
Asustek's record-breaking March and first-quarter 2026 results reflect surging demand for AI servers and PCs, with broader implications for enterprise infrastructure spending and global...