Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 25 August 2026

Energy law amendments lift AI data center storage demand in Taiwan

AI data centers will increasingly rely on energy storage because of its fast response and grid impact mitigation capabilities, according to Recharge Power, a Taiwan-based battery energy...

Tuesday 25 August 2026

China opens satellite IoT to private players as Geespace wins two-year commercial trial

China's Ministry of Industry and Information Technology (MIIT) has approved Geely-backed Zhejiang Geespace Technology to conduct a two-year...

Tuesday 25 August 2026

Foxconn scales AI server production in US and Mexico, keeps Asia expansion diversified

AI server demand and the continued regionalisation of global supply chains are keeping Foxconn's capital spending on an upward trajectory in 2026, with the company maintaining its...

Tuesday 25 August 2026

Commentary: Nvidia's 15% hike piles pressure on the AI supply chain, lifts ASIC prospects

Nvidia has reportedly notified major customers that server systems using its AI chips will rise by more than 15%, with the new pricing set to apply to models shipping from early 2027,...

Tuesday 25 August 2026

Novosense encoder launch highlights China's push into robot joint sensing

Chinese analog and mixed-signal chipmaker Novosense Microelectronics has introduced the NSM350x series, a Hall-based magnetic encoder designed for high-precision angular measurement...

Tuesday 25 August 2026

AI infrastructure boom drives Taiwan export orders, exposing power bottleneck, net-zero tech needs

Global artificial intelligence infrastructure buildouts and rising capex by cloud service providers pushed Taiwan's July export orders...

Tuesday 25 August 2026

Taipower pushes 'information flow' strategy to ease northern Taiwan's AI data center power crunch

As artificial intelligence chip power consumption continues to rise, server racks are moving toward the megawatt (MW) scale. Amid the "electrical power is computing power" trend, the...

Tuesday 25 August 2026

Nvidia Groq 3 LPX enters full production for faster agentic AI inference

Nvidia said its Groq 3 LPX inference accelerator is now in full production, a move that could speed up agentic AI systems used worldwide...

Tuesday 25 August 2026

SpaceXAI to use Nvidia Vera CPUs for faster agentic AI at scale

SpaceXAI plans to deploy Nvidia's new Vera CPUs to speed up agentic AI workloads, a move that could influence how advanced AI systems...

Tuesday 25 August 2026

Broadcom's debt push signals AI compute is becoming Wall Street asset class

The AI infrastructure race is entering a phase where access to silicon is no longer the only constraint. As compute demand expands into multi-gigawatt projects, the industry is increasingly...

Tuesday 25 August 2026

SK Hynix and Alibaba tackle the next AI bottleneck: getting more value per chip

The AI infrastructure race has been marked by a near-fixated drive to expand AI-powered buildouts, as demand for increasingly complex chip configurations pushes against the physical...

Tuesday 25 August 2026

Inergy server share hits 47% on cooling, BBU demand

Inergy Technology said strong demand for AI server cooling and power management pushed the share of server-related applications to 47%...

Monday 24 August 2026

YouTube offers funding to keep creators from streaming with Netflix

YouTube is preparing offers of millions of dollars in funding and brand revenue sharing to keep major creators from taking simultaneous streaming deals with Netflix, according to Bloomberg...

Monday 24 August 2026

Xiaomi taps TSMC to make chips for foldables, AI and autonomous driving

Xiaomi is expanding its in-house semiconductor push from smartphones into AI acceleration and autonomous driving, unveiling three Xring processors that deepen its reliance on TSMC...

Monday 24 August 2026

How Nvidia's whitelist was beaten: 74 B300 servers, Taiwan to China

Taiwan's Keelung District Prosecutors Office has indicted nine people over the illegal export of high-end AI servers built on Nvidia's B300 GPUs. The indictment lays out, step by step,...

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