Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 9 July 2026

Wistron backs Taiwan open source AI model and boosts compute for startups

Wistron said it would support Taiwan's first open source language model over a three-year budget and provide more AI compute capacity in 2026 for startups and academic users. The effort...

Thursday 9 July 2026

Chenbro posts record June revenue as server and AI demand accelerate

Server chassis maker Chenbro Micom reported record June and second-quarter revenue, underscoring how AI-related infrastructure spending is reshaping demand for server hardware worldwide...

Thursday 9 July 2026

Analysis: AI data centers face mounting power hurdles as Taiwan grid strain deepens

Taiwan's AI data center push is exposing a wider global problem: artificial intelligence needs vast, reliable power, but grids, permits,...

Thursday 9 July 2026

China 618 smartphone sales fall 13% as Huawei takes lead

China's smartphone sales fell 13% year over year during the 2026 618 e-commerce shopping festival, as higher memory costs and less aggressive promotions weighed on demand, according...

Thursday 9 July 2026

Foxconn's Young Liu says sovereign AI is turning data center supply chains local

Foxconn chairman Young Liu said sovereign AI is expanding beyond data residency to AI data centers and their supply chains, forcing a structural shift in global manufacturing.

Thursday 9 July 2026

Interview: UK courts Taiwan suppliers as AI hardware race shifts to chips and power

The UK is pitching itself as a new base and technology partner for Taiwanese electronics suppliers, seeking to turn its AI infrastructure push into a market and investment opportunity...

Thursday 9 July 2026

Generative AI drives enterprise content automation as Taiwan localization gains momentum

Thursday 9 July 2026

PLAUD rides AI hardware-subscription model to US$100 million ARR

Rapid advances in generative AI and AI agents are moving AI beyond software tools into everyday workflows, particularly in voice, meeting, and conversational applications, giving rise...

Thursday 9 July 2026

Compal's Rayonnant expands liquid cooling lineup for AI servers

Compal Electronics subsidiary Rayonnant Technology has launched a full line of coolant distribution unit (CDU) products for AI servers, covering liquid-to-air sidecar, in-rack, and...

Wednesday 8 July 2026

HVDC power to ramp up in 2H26, as Delta eyes momentum in AI power systems

US cloud service providers (CSPs) are continuing to expand AI-related capex, which has in turn driven up data center server rack specifications and power architectures. As a result...

Wednesday 8 July 2026

France-Taiwan tech ties move from talks to factory floor

France's push into Taiwan's tech ecosystem has entered a new phase. After three years of cultural outreach and research exchanges,...

Wednesday 8 July 2026

Microsoft starts swapping OpenAI and Anthropic models for its own in apps

Microsoft is reportedly beginning to replace OpenAI and Anthropic models in its software with its own offerings, likely a strategic...

Wednesday 8 July 2026

AI server maker MiTAC gears up for stronger 2H26 with new capacity after 44.8% revenue jump

MiTAC is set to enter a new phase of growth in the second half of 2026 as new production facilities begin mass production, providing a meaningful...

Wednesday 8 July 2026

Wistron chair: AI demand remains strong as sovereign AI broadens global market

AI demand is expanding beyond the US as sovereign AI projects gain traction in more countries, Wistron chairman Simon Lin said, arguing...

Wednesday 8 July 2026

CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera

As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While...

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