Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Sunday 7 June 2026

South Korea data center market to hit KRW11T by 2029

South Korea's private data center market is set to expand rapidly as generative AI demand drives a global investment boom, with AI infrastructure, power supply, geographic dispersion,...

Sunday 7 June 2026

Aspeed sees 2027 demand surge as agentic AI tightens supply chain capacity

Aspeed chairman Chris Lin said on June 3 that rapid growth in agentic AI is boosting demand for AI and general-purpose servers, with the chip maker's main constraint now supply-chain...

Sunday 7 June 2026

Taiwan Mobile and GMI Cloud sign MOU to expand AI data center services into SEA and beyond

Taiwan Mobile announced at Computex 2026 that it signed a memorandum of understanding (MOU) with GMI Cloud to expand AI data center and high-end compute services across emerging markets...

Friday 5 June 2026

From 10kW to 1MW per rack in five years: Flex CTO says the hardest leap is still ahead

AI rack power density has increased 50 times in five years — and the next jump may be the hardest yet.

Friday 5 June 2026

AI servers and MLCC recovery drive growth at Ample Electronic

As artificial intelligence fuels demand across the electronics supply chain, Taiwanese conductive paste supplier Ample Electronic is seeing a rebound in one of the industry's most...

Friday 5 June 2026

Nvidia's Jensen Huang to meet South Korean business leaders beyond HBM sector

Nvidia CEO Jensen Huang is visiting South Korea on June 5 for meetings with major Korean business leaders, as the company's cooperation...

Friday 5 June 2026

Foxconn deepens AI push with Intel on inference racks

Intel and Foxconn have signed a memorandum of understanding (MoU) to cooperate on AI rack infrastructure, edge AI, physical AI platforms, and custom chip design services. The deal...

Friday 5 June 2026

Compal's server business surges, non-PC revenue eyes 50% by 2027

Compal Electronics is accelerating a shift away from its long-standing PC business as AI servers and other non-PC lines gain momentum. The move could have broad implications for global...

Friday 5 June 2026

Analysis: Intel turns to Foxconn partnership to strengthen position in evolving AI market

Foxconn and Intel have announced a strategic partnership focused on AI racks, Edge AI, and Physical AI. The move signals Intel's effort to rebuild competitiveness in a market increasingly...

Friday 5 June 2026

AI cooling demand is pushing server pumps into sharper focus

As AI pushes liquid cooling into mainstream server thermal design, suppliers are widening their focus beyond Nvidia's benchmark thermal designs. Industry players say pumps are emerging...

Friday 5 June 2026

Memory crunch pushes low-end smartphones toward 2026 breaking point

The global smartphone market performed better than expected in the first quarter of 2026 after some brands pulled forward orders, but shipments still fell by about 3.1% from a year...

Friday 5 June 2026

AI energy demand drives a shift to vertical power delivery and smaller modules

As the global demand for AI accelerates, a new industrial challenge has emerged: the sheer scale of energy required to power the "AI factories" of the future. This concern was the...

Friday 5 June 2026

Foxconn, Intel link chips, racks and systems in AI infrastructure push

Foxconn announced on June 4 a strategic partnership with Intel to explore end-to-end AI solutions spanning chips, racks, systems, and applications, with cooperation covering AI rack...

Friday 5 June 2026

Foxconn says Nvidia's Vera Rubin AI products remain on track for 2026 shipment

Foxconn and Foxconn Industrial Internet (FII) said at Computex that production of Nvidia's next-generation AI products is progressing smoothly, with shipments expected before the end...

Thursday 4 June 2026

Foxconn, SK Group eye deeper AI infrastructure ties in Asia

Foxconn chairman Young Liu met SK Group chairman Chey Tae-won on June 3, as the two companies explore broader cooperation in AI servers,...

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