Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 10 June 2026

Delta and Lite-On poised to benefit as AI pushes data centers toward megawatt power levels

AI's relentless expansion is forcing a structural overhaul of data-center power infrastructure, creating a new investment cycle that extends...

Wednesday 10 June 2026

India reportedly delays Starlink launch amid Iran war security concerns

India has effectively paused Starlink's commercial entry, underscoring how geopolitical tensions can shape global...

Wednesday 10 June 2026

Column: Robotics' razor's edge is finally cutting into the real world

In early June in Vienna, a robotics startup used its keynote at ICRA 2026 — the International Conference on Robotics and Automation — to show a robotic arm slowly and precisely...

Wednesday 10 June 2026

Posiflex sees orders through 3Q26, shuns price war

Posiflex said order visibility for the second and third quarters of 2026 remains relatively clear, though the industrial PC and POS hardware...

Wednesday 10 June 2026

Chenbro Micom posts May revenue jump and projects strong second-half momentum

Server chassis maker Chenbro Micom reported that May 2026 revenue reached NT$2.51 billion (approx. US$79 million), up 37.3% year-over-year and 21.8% month-over-month, and said it expects...

Wednesday 10 June 2026

Column: Computex 2026 shows Taiwan rewriting its role — from building AI to designing it

Computex Taipei 2026, held from June 2 to 5 under the theme "AI Together," drew more than 1,500 exhibitors from 33 countries and set a new record in scale. The show underscored a new...

Tuesday 9 June 2026

Adata, Macronix report record May revenue amid rising memory demand, prices

Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive...

Tuesday 9 June 2026

Commentary: COMPUTEX 2026 shows AI race moving from GPUs to ecosystems

One of the clearest shifts at COMPUTEX 2026 was that suppliers across the AI supply chain were no longer talking only about GPUs. The conversation has moved toward how CPUs, GPUs,...

Tuesday 9 June 2026

Chief Telecom eyes stronger second half on AI data center demand

Chief Telecom reported May 2026 revenue of NT$334 million (US$10.61 million), down 25.22% from a year earlier, but the decline largely reflected a high comparison base created by one-off...

Tuesday 9 June 2026

Commentary: How Nvidia turned Computex into its own annual coronation

Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending...

Tuesday 9 June 2026

Amazon, Corning strike multibillion-dollar deal to expand US fiber optic output

Amazon has reached a multiyear, multibillion-dollar agreement with Corning to supply optical fiber, cable, and connectivity equipment for its US data centers, a move that stands to...

Tuesday 9 June 2026

AMD commits up to GBP2 billion to speed AI research in the UK

AMD said on June 8 it plans to invest up to GBP2 billion (approx. US$2.67 billion) in the UK over the next five years to accelerate AI innovation and research and broaden access to...

Tuesday 9 June 2026

Jensen Huang deepens LG alliance as Nvidia expands its AI ambitions in South Korea

After concluding a meeting with SK Group on the morning of June 8, Nvidia CEO Jensen Huang traveled to LG Group's headquarters, the LG Twin Towers in Seoul's Yeouido district, for...

Tuesday 9 June 2026

Apple Intelligence expansion hits roadblocks in China and EU, raising fragmentation concerns

Apple unveiled a sweeping overhaul of its artificial intelligence offering at WWDC 2026 on June 8, but two of its most important markets — China and the EU — will not receive...

Tuesday 9 June 2026

Taiwan server makers post strong May sales as AI demand continues to drive orders

Taiwan's leading server manufacturers reported strong May sales, underscoring how global AI infrastructure spending is reshaping demand for data center hardware. The gains point to...

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