Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 12 August 2026

Power, not GPUs, is now AI data centers' real bottleneck: Wistron CTO

Surging demand for AI computing is accelerating server and data center infrastructure deployment. Speaking at Delta Electronics' Sustainable...

Wednesday 12 August 2026

As renewables overtake coal, microgrids become AI's next frontier

AI-driven power demand is surging, and Delta Electronics Chairman Ping Cheng said microgrids and energy resilience are becoming the...

Wednesday 12 August 2026

Everlight starts Thailand plant to boost AI server and auto supply chains

Everlight Electronics has broken ground on a new manufacturing base in Chachoengsao, Thailand, with construction starting in August and mass production planned for the second half...

Tuesday 11 August 2026

Taiwan telecom trio posts strong July on 5G, roaming, AI gains

Taiwan's three major telecom operators — Chunghwa Telecom, Taiwan Mobile and Far EasTone Telecommunications — all reported...

Tuesday 11 August 2026

Google readies Pixel 11 lineup, market breakthrough still under question

Google has officially announced that it will unveil its annual Pixel 11 flagship smartphone series on August 13, 2026, with the lineup...

Tuesday 11 August 2026

Microsoft seeks expanded Maia 300 production to tap into demand for cheaper compute

Microsoft plans to unveil its new Maia 300 accelerator chip this fall, with a public announcement possible as early as next month, according to The Information. Although Microsoft...

Tuesday 11 August 2026

Taiwan's AI server supply chain posts record July as growth spreads down the component tier

The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly...

Tuesday 11 August 2026

Anthropic's US$9.1B Riot deal underscores its scramble for AI computing power

Anthropic PBC has agreed to pay US$9.1 billion over 20 years for computing capacity from Riot Platforms Inc., a Bitcoin miner turned...

Tuesday 11 August 2026

LiteOn teams with Wolfspeed on 800VDC power systems for AI data centers

LiteOn Technology plans to begin trial production of its 800V high-voltage direct current (HVDC) solutions in August as it prepares...

Tuesday 11 August 2026

Iron Force Industrial expands into AI server cooling as auto market stays uneven

Automotive parts makers are looking beyond cars as global demand shifts and AI infrastructure grows. Iron Force Industrial is joining that move by developing liquid-cooling components...

Tuesday 11 August 2026

Climax Technology breaks ground on NT$2.3 billion Neihu plant, capacity set to rise 60%

Taiwanese wireless security systems maker Climax Technology held a groundbreaking ceremony at the site of its new plant in the Jiuzong section of Neihu District, Taipei, on August...

Tuesday 11 August 2026

Asus posts record July revenue on strong AI server demand

Asustek Computer (Asus) reported July 2026 group revenue of NT$84.13 billion (approx. US$2.61 billion), a record high for the period, up 53.3% from a year earlier but down 21% from...

Tuesday 11 August 2026

TSMC affiliate VisEra scales AI optics with 1.6T silicon photonics

VisEra, the TSMC-affiliated optical components supplier, is expanding into AI optical interconnects and silicon photonics, with its MicroLens products for 800G pluggable transceivers...

Monday 10 August 2026

Nvidia invests up to US$3B in Lancium as energy becomes new AI bottleneck

Nvidia will reportedly invest US$2 billion into energy technology and infrastructure developer Lancium, which is building the Stargate data center campus in Texas. This deal illustrates...

Monday 10 August 2026

Chenbro stays bullish on AI demand, flags seven indicators to watch in 2H26

Chenbro CEO Corona Chen said the company's July 2026 revenue experienced some fluctuations due to shipment scheduling, shipping logistics, and the timing of revenue recognition.

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