Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 9 June 2026

Taiwan server makers post strong May sales as AI demand continues to drive orders

Taiwan's leading server manufacturers reported strong May sales, underscoring how global AI infrastructure spending is reshaping demand for data center hardware. The gains point to...

Tuesday 9 June 2026

Cooling parts maker Global PMX wins AI server liquid-cooling supply and expects high-margin shipments in second half

Automotive power and safety parts manufacturer Global PMX said it secured placements in the supply chains of leading AI chip and rack makers and expected a wave of high-margin liquid-cooling...

Tuesday 9 June 2026

Panasonic raises SP-Cap prices as AI drives passive component demand

Passive component prices are staying elevated as AI continues to drive demand, with industry sources saying pricing in 2026 will remain at high levels. Panasonic is set to launch a...

Tuesday 9 June 2026

Microsoft shifts AI cost burden toward devices as cloud bills climb

Microsoft is rethinking how the costs of artificial intelligence (AI) are distributed, with global implications for enterprise software pricing, cloud spending, and device strategy...

Monday 8 June 2026

Beijing backs orbital computing in bid for AI leadership

China is accelerating its push into space-based computing, betting that the next frontier of artificial intelligence infrastructure may lie beyond Earth.

Monday 8 June 2026

Dreame under scrutiny for breakneck expansion pace and state-owned funding

A city in China has begun investigating the connections between its local companies and Dreame Technology, a Chinese company known for its robot vacuum cleaners that has reportedly...

Monday 8 June 2026

Uneec breaks into IT, liquid cooling racks on AI demand

Demand for artificial intelligence (AI) is pushing server chassis manufacturers to expand into the server rack business. Chenming Electronic Tech (Uneec) is optimistic about its rack...

Monday 8 June 2026

China launches prefabricated power hub to speed data centers, cut costs

China has launched what state media described as the world's first prefabricated computing-power hub, a modular power system designed...

Monday 8 June 2026

Microloops May revenue rises 54% as CSP cooling module shipments start

Cooling module maker Microloops reported May 2026 consolidated revenue of NT$330 million (approx. US$10.45 million), up 54.97% from a month earlier and down 10.76% from a year earlier...

Monday 8 June 2026

NTT taps Korean, Taiwanese partners for JPY70 billion-plus IOWN fund

NTT plans to establish an investment fund of more than JPY70 billion (approx. US$440 million), with major South Korean and Taiwanese...

Monday 8 June 2026

SpaceX's Google deal highlights shift from AI model ambitions to infrastructure monetization

SpaceX's multibillion-dollar cloud agreement with Google underscores a growing shift in the AI industry from building proprietary models to monetizing computing infrastructure. The...

Monday 8 June 2026

Weekly news roundup: Taiwan ecosystem strengthens AI chip supply chain as MediaTek, Nvidia deepen cooperation

Below are the most-read DIGITIMES Asia stories from the week of June 1-7, 2026:

Monday 8 June 2026

Nvidia and SK Hynix announce multiyear memory partnership covering AI servers, PCs, and robotics

Nvidia and SK Hynix formally announced a multiyear technology partnership on June 7 at SK's Seorin Building in Seoul, during Jensen Huang's third public meeting with SK Group chairman...

Monday 8 June 2026

Nvidia and Doosan expand ties to target robotics and AI factory infrastructure

Nvidia and Doosan Group are widening their collaboration to develop physical AI, robotics, and AI factory infrastructure that could shape industrial automation worldwide. The effort...

Monday 8 June 2026

Nvidia, SK Telecom plan gigawatt-scale AI cloud in Korea

According to Nvidia's press release, SK Telecom plans to build a gigawatt-scale AI cloud in Korea, with the first AI factory set to go online in 2027. The project signals how telecom...

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