Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 20 March 2026

Supermicro co-founder charged in US$2.5 billion AI chip smuggling scheme to China

US Federal prosecutors have charged a co-founder of Super Micro Computer Inc. (Supermicro) and two associates in a massive conspiracy to illegally...

Friday 20 March 2026

Analysis: Alibaba and Baidu raise AI pricing as token-based model reshapes cloud economics

Alibaba and Baidu have raised prices for AI computing services, reflecting a broader shift in how cloud providers monetize AI as demand for tokenized workloads accelerates.

Friday 20 March 2026

Alibaba outlines US$100 billion AI roadmap as cloud growth accelerates

Alibaba Group Holding set out an expansive artificial intelligence strategy targeting more than US$100 billion in combined cloud and AI revenue within five years, as strong demand...

Friday 20 March 2026

Alibaba's AI and cloud growth cushions slowing earnings but raises profit questions

Alibaba Group reported modest overall revenue growth while disclosing a sharp fall in operating income, underlining a tension between investment-led expansion in AI and near-term p...

Friday 20 March 2026

Meta's pullback on Metaverse shows the limits of the virtual world bet

Meta Platforms is retreating further from the metaverse, scaling back a once-central pillar of Chief Executive Mark Zuckerberg's long-term vision in favor of a renewed focus on artificial...

Friday 20 March 2026

Microsoft considers legal action over Amazon-OpenAI cloud deal

Microsoft is considering legal action against Amazon and OpenAI over a multibillion-dollar cloud arrangement that could breach its exclusive...

Friday 20 March 2026

Apple CEO visits China at 50th anniversary event to strengthen supply chain

Apple CEO Tim Cook has officially kicked off his 2026 Asia tour with a visit to China, attending the company's 50th anniversary celebration at the Chengdu Taikoo Li Apple Store. The...

Friday 20 March 2026

The 'golden triangle': Inside Taiwan's industrial engine to win the AI robotics race

The next front in the global AI race may not be a data center. It could be a robot. Taiwan has quietly staked its claim — and it's building the industrial machinery to back it...

Friday 20 March 2026

Analysis: Memory price swings leave e-reader supply chain in the red

Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...

Thursday 19 March 2026

Taiwan turns to Stargate playbook: private capital powers AI infrastructure

Foxconn (Hon Hai) plans to build an AI data center in Taiwan by 2027 with over 10,000 GPUs. That figure dwarfs the Ministry of Digital Affairs' (MODA) target of just 140 GPUs by the...

Thursday 19 March 2026

Nvidia elevates AI storage, putting NVMe SSD makers at the center

Nvidia is recasting storage as a core pillar of AI infrastructure, shifting it from a passive repository to an active extension of memory — a realignment now reshaping data center...

Thursday 19 March 2026

Intel Xeon 6 wins CPU slot in Nvidia DGX Rubin, stakes claim in AI inference stack

Intel's Xeon 6 processors have been selected as the host CPU for Nvidia's DGX Rubin NVL8 system — a move announced at GTC 2026 that gives concrete form to the two companies'...

Thursday 19 March 2026

Nvidia standardizes Vera Rubin liquid cooling, names four cold plate suppliers

Nvidia plans to launch its next-generation AI server architecture, Vera Rubin, in the second half of 2026, with liquid cooling set to become standard. The company will centralize procurement...

Thursday 19 March 2026

Taiwan's AI supply chain scales at GTC 2026: Foxconn, Wiwynn, Advantech, BizLink deepen Nvidia ties

Taiwanese hardware vendors expanded their presence at Nvidia GTC 2026, underscoring a coordinated push into AI servers, edge computing, robotics, and data center infrastructure. Foxconn,...

Thursday 19 March 2026

Foldable phone shipments may near 30 million in 2026 as Apple enters market

Apple's entry into the foldable phone market, alongside established players Samsung, Oppo, and Huawei, is set to expand consumer choice and accelerate global market growth. The shift...

2/1789 pages