Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Sunday 19 July 2026

Memory must adopt foundry model to fix AI inference bottleneck, says Korean scholar

AI development is driving larger data transfers and higher GPU efficiency demands, pushing memory toward customization and prompting...

Saturday 18 July 2026

China's AI sector pivots to system-level "super-nodes" as chip curbs bite at WAIC 2026

The largest World Artificial Intelligence Conference (WAIC) to date opened in Shanghai on July 17, and its dominant signal was strategic: China's answer to US limits on advanced chips...

Friday 17 July 2026

Exclusive: SiPearl turns to Taiwan ODMs to bring Rhea-based servers to market

SiPearl has powered on and begun validating Rhea1, its first-generation server CPU designed in Europe. Its next challenge is convincing...

Friday 17 July 2026

AI server tracker: Taiwan's testing and design service leaders surge on global chip demand

The surge in AI and high-performance computing (HPC) technologies continues to reshape the semiconductor landscape, as demonstrated by the June...

Friday 17 July 2026

Oppo cuts OnePlus from North America and Europe, and Realme from China

OnePlus is exiting the North American and European markets for its future product launches, while sales of new Realme products will...

Friday 17 July 2026

ABB to buy Rotork in US$5.5 billion cash deal

ABB said it has agreed to acquire Rotork in a recommended all-cash offer that would deepen the Swiss industrial group's push into electrification and automation, with potential implications...

Friday 17 July 2026

Nvidia unveils Thor-based modules for robots and edge AI

Nvidia has introduced new Thor-based modules aimed at powering robots and autonomous machines as they move into broader commercial use...

Friday 17 July 2026

Hygon forecasts higher first-half 2026 revenue and profit

Hygon Information Technology said its first-half 2026 results are expected to rise sharply, signaling continued demand for domestic high-end chips as AI, cloud computing, and localization...

Friday 17 July 2026

Shopee pushes in-house data centers, boosts Southeast Asia supply chain

Sea Group's data center push in Southeast Asia is creating new demand for servers, components, and integration services, with global supply chains likely to feel the effects. Singapore...

Friday 17 July 2026

SOFC gains traction in AI data centers, opening three paths for Taiwan suppliers

As AI ushers in an era in which computing capacity increasingly translates directly into power demand, energy has become the foundational layer of the "five-layer cake" framework outlined...

Friday 17 July 2026

Aurora Group expands enterprise AI services with 12 workplace use cases

On July 15, Aurora Group expanded its enterprise AI push, unveiling 12 use cases through Aurora Cloud and GPI for companies looking to match AI tools with specific business problems...

Thursday 16 July 2026

AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story

Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the...

Thursday 16 July 2026

Taiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June

Taiwan suppliers linked to the AI server market posted broad revenue growth in June, with rail-kit and server-chassis makers recording the fastest year-over-year gains as demand for...

Thursday 16 July 2026

Apple Intelligence edges closer to China with Alibaba Qwen integration

Apple Intelligence has passed a key regulatory milestone in China, bringing the iPhone maker closer to launching generative AI features for mainland users after a prolonged delay.

Thursday 16 July 2026

InP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle

As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power continuous-wave (CW) lasers are becoming a strategic battleground for global technology companies...

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