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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 29 May 2026
Foxconn tops 40% AI server share, CPO leadership in sight
Foxconn said its AI server business is scaling rapidly as global cloud spending rises and demand for computing infrastructure spreads worldwide. Chairman Young Liu said the company...
Friday 29 May 2026
Nvidia's Vietnam hiring signals push into high-end AI server manufacturing alongside expanding Taiwan ODMs
Nvidia's expanding recruitment activity in Vietnam signals a potential shift in the country's role within advanced AI infrastructure manufacturing, as Taiwanese server and EMS players...
Friday 29 May 2026
AWS lands US$6 billion Snowflake deal as AI shift brings CPUs into chip battleground
Amazon Web Services (AWS) won a US$6 billion AI infrastructure agreement with Snowflake, announcing expanded deployment of its in-house Graviton CPUs and AI compute capacity as cloud...
Friday 29 May 2026
Dell posts record results and lifts full-year outlook on AI demand
Dell reported a record first quarter for fiscal 2027, with revenue rising 88% to US$43.8 billion and diluted earnings per share climbing 214% to US$4.86. The company said demand was...
Friday 29 May 2026
Dell's AI Factory strategy gains traction with enterprise and cloud customers
Dell reported a sharp jump in first-quarter revenue and profit, saying customers moved quickly to secure supply across both traditional and AI infrastructure. The company said revenue...
Friday 29 May 2026
Analysis: ASIC market tightens as capacity becomes key battleground for cloud chips
Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply...
Friday 29 May 2026
MediaTek brings Wi-Fi 8, 6G and optical interconnects to COMPUTEX
MediaTek will bring a broad slate of next-generation connectivity and compute technologies to COMPUTEX 2026, highlighting Wi-Fi 8, 6G concepts, optical data-center interconnects and...
Friday 29 May 2026
Export controls cast a shadow over AI's optical communications supply chain
The Taiwanese semiconductor materials company Visual Photonics Epitaxy, a supplier of compound semiconductor wafers used in optical communications, said demand tied to artificial intelligence...
Friday 29 May 2026
Column: Embodied reasoning brings robots closer to deeper thinking
Over the past year and a half, reasoning in large language models (LLMs) has become a mainstream capability, with measurable gains across programming, mathematics, law, and healthcare...
Friday 29 May 2026
Nvidia CEO says Huawei's Tau Scaling Law not a threat to TSMC
Nvidia CEO Jensen Huang gave a media interview after the "trillion-dollar dinner" in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence...
Thursday 28 May 2026
Nvidia CEO Jensen Huang hosts trillion-dollar dinner for Taiwan AI suppliers
Nvidia CEO Jensen Huang hosted another "trillion-dollar dinner" at Juan Yau Restaurant in Taipei, Taiwan, on May 28, with chairmen and presidents from multiple Taiwanese artificial...
Thursday 28 May 2026
Iteq sees AI data center demand lift M7+ CCL shipments
Copper clad laminate (CCL) maker Iteq held its 2026 annual general meeting on Thursday, with Chairman Dennis Chen saying that the continued deepening of generative AI applications,...
Thursday 28 May 2026
EU plans satellite spectrum shift that could open door to Starlink and Amazon
Brussels is preparing to redraw the competitive landscape for satellite communications in Europe. This move could reshape the balance of power between European space ambitions and...
Thursday 28 May 2026
Nvidia's Rubin CPX plans clouded as Groq gains bigger inference role
Nvidia's plan to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become increasingly uncertain as supply-chain activity around the...
Thursday 28 May 2026
China smartphone shipments rebound in April 2026 as Apple and foreign brands gain ground
China's smartphone market showed signs of stabilization in April 2026, with both overall handset shipments and smartphone shipments returning to year-over-year growth, according to...