Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 9 January 2026

Taiwan accelerates infrastructure expansion to fortify AI and chip supply chains

As Taiwan's semiconductor and AI server industries rapidly expand—led by TSMC and major hardware manufacturers—the government is accelerating infrastructure planning to...

Friday 9 January 2026

Quanta hits record monthly, quarterly, and annual revenue on AI server boom

Powered by continued AI server momentum, Quanta delivered record revenue in December 2025, the fourth quarter, and the full year. The company is optimistic about 2026, citing higher...

Friday 9 January 2026

Commentary: OpenAI's AI devices could force a 5G SA reckoning

Recent supply-chain signals suggest that OpenAI has shifted hardware orders from Luxshare to Foxconn, a move widely interpreted as preparation...

Thursday 8 January 2026

CES 2026: Lenovo unveils cloud-to-device strategy

Lenovo detailed a Hybrid AI strategy at the CES 2026 technology conference, outlining plans to integrate artificial intelligence (AI)...

Thursday 8 January 2026

Nvidia overhauls server design as Vera Rubin gears up for volume shipments

Nvidia CEO Jensen Huang announced that the company's new Vera Rubin has entered mass production and is preparing for widespread shipments. The design represents a rare major engineering...

Thursday 8 January 2026

China's cheap lithium batteries reshape the global AI data center landscape amid rising US tariffs

At CES 2026, amidst the spotlight on AI breakthroughs such as autonomous vehicles and humanoid robots, a crucial battle simmers quietly in the global AI data center (AIDC) industry...

Thursday 8 January 2026

CES 2026: Nvidia CEO declares robotics has reached breakthrough

At CES 2026, Nvidia CEO Jensen Huang identified physical AI as the next significant evolution in artificial intelligence. Huang categorized physical AI into two main types: one involving...

Thursday 8 January 2026

Nvidia's Vera Rubin servers drive data centers to full liquid cooling

Nvidia's next-generation Vera Rubin server architecture is expected to drive a fundamental shift in data center cooling and system design, according to server supply chain sources,...

Thursday 8 January 2026

CES 2026: MediaTek targets end-2026 mass production for Wi-Fi 8 Filogic 8000 as telecoms drive early demand

MediaTek is preparing to commence large-scale manufacturing of its new Wi-Fi 8 solution, the Filogic 8000, by the end of 2026, in response to heightened demand from telecom operators...

Thursday 8 January 2026

Cooling module suppliers see record revenues in 2025 on AI server liquid cooling demand

Cooling module manufacturers delivered strong operational results in 2025, driven by rising demand for liquid cooling solutions for artificial intelligence (AI) servers. Industry...

Thursday 8 January 2026

China reportedly tells firms to pause Nvidia H200 orders to push domestic AI chips

Chinese authorities have reportedly asked domestic tech companies to halt orders for Nvidia's H200 AI chips, according to Reuters, signaling tighter oversight even as US...

Thursday 8 January 2026

AI server exports boost Taiwan air cargo market

To widen its lead over China, US President Donald Trump is actively promoting AI and high-tech infrastructure development. According to Taiwanese air freight operators, strong demand...

Thursday 8 January 2026

Johor seeks broader collaboration with ByteDance beyond data centers

The Johor state government in Malaysia is urging ByteDance to expand its role beyond data centers. The state aims to position itself as a strategic partner for the company's long-term...

Wednesday 7 January 2026

Huawei spin-off xFusion launches IPO process, targets US$7bn revenue

China's leading server maker, xFusion Digital Technologies, has taken its first formal step toward an IPO. The company began regulatory...

Wednesday 7 January 2026

CES 2026: Nvidia's Alpamayo promises smarter, safer autonomous driving

On the eve of CES 2026, Nvidia CEO Jensen Huang unveiled the company's Alpamayo series of open AI models, simulation tools, and datasets, signaling what he called a new era in autonomous...

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