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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 19 February 2026
OpenAI brings Stargate to India with Tata AI data center build-out partnership
OpenAI has designated the Tata Group as its foundational partner for a major sovereign AI push in India, positioning the conglomerate's HyperVault unit as the first domestic anchor...
Thursday 19 February 2026
Supermicro explores local manufacturing in India amid AI push
US-based server maker Supermicro is evaluating local manufacturing options in India as it seeks to expand its footprint in one of the world's fastest-growing artificial intelligence...
Thursday 19 February 2026
AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge
Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms...
Wednesday 18 February 2026
Nvidia expands AI partnerships in India under US$1 billion national mission
India is using this week's AI Impact Summit in New Delhi to advance a national strategy that combines large-scale compute deployment, sovereign AI model development, and industrial...
Wednesday 18 February 2026
Vietnam grants Starlink licence to deploy 600,000 satellite internet terminals

Vietnam has granted Starlink an operating licence to provide satellite internet services in the country, clearing the way for the SpaceX...

Wednesday 18 February 2026
Meta locks in millions of Nvidia GPUs and CPUs in multiyear AI infrastructure pact
Nvidia and Meta have signed an expanded multiyear agreement under which Meta will deploy millions of Nvidia AI chips across its global data centers, securing long-term GPU, CPU and...
Wednesday 18 February 2026
India-based Adani to invest US$100 billion in renewable-powered AI data centres by 2035
Adani Group said it will invest US$100 billion by 2035 to build renewable-powered, AI-ready data centres in India, aiming to expand domestic computing capacity and support the country's...
Wednesday 18 February 2026
Analysis: Singapore's neutrality lures Chinese tech fleeing Western crackdowns
As global geopolitics continue to shift, Singapore is emerging from its image as a garden city to become a safe harbor for Chinese companies expanding overseas. With competition between...
Tuesday 17 February 2026
Humanoid robots dazzle at China's Spring Festival Gala amid technical and supply-chain challenges
Under stage lights, humanoid robots walked, waved, and turned in a flawless sequence at a Lunar New Year gala in China, a brief demonstration that industry observers say highlights...
Tuesday 17 February 2026
Thailand's BOI approves WD project to develop HAMR hard drives
Thailand's Board of Investment (BoI) has approved a THB2.3 billion (US$73.81 million) research and development project for WD's Thai unit, Western Digital Storage Technology (Thailand)...
Tuesday 17 February 2026
AMD, TCS expand partnership to deploy 200MW AI infrastructure in India
Advanced Micro Devices (AMD) and Tata Consultancy Services (TCS) have expanded their strategic collaboration to develop rack-scale artificial intelligence infrastructure in India,...
Monday 16 February 2026
AI supply chain tracker: Power, substrate, and thermal split on momentum
Revenue data for January 2026 highlights uneven momentum across Taiwan's AI server supply chain, spanning power, substrate, and thermal management suppliers, and reflects shifting...
Monday 16 February 2026
India roundup: India bets on RISC-V amid local ecosystem building

RISC-V gains traction in automotive and industrial markets despite ecosystem risks, while India's...

Sunday 15 February 2026
Taiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push
Taiwan's export value in January 2026 surged 69.9% year-on-year, surpassing the NT$2 trillion (US$63.7 billion) mark for the first time, largely due to differences in the number of...
Saturday 14 February 2026
Nvidia deepens South Korea ties in smart factory push
Nvidia outlined its role in advancing two major manufacturing trends—AI Factory and Physical AI—at SEMICON Korea 2026, emphasizing that it views South Korea as an important...