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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 20 March 2026
Microsoft considers legal action over Amazon-OpenAI cloud deal

Microsoft is considering legal action against Amazon and OpenAI over a multibillion-dollar cloud arrangement that could breach its exclusive...

Friday 20 March 2026
Apple CEO visits China at 50th anniversary event to strengthen supply chain
Apple CEO Tim Cook has officially kicked off his 2026 Asia tour with a visit to China, attending the company's 50th anniversary celebration at the Chengdu Taikoo Li Apple Store. The...
Friday 20 March 2026
The 'golden triangle': Inside Taiwan's industrial engine to win the AI robotics race
The next front in the global AI race may not be a data center. It could be a robot. Taiwan has quietly staked its claim — and it's building the industrial machinery to back it...
Friday 20 March 2026
Analysis: Memory price swings leave e-reader supply chain in the red
Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand compan...
Thursday 19 March 2026
Taiwan turns to Stargate playbook: private capital powers AI infrastructure
Foxconn (Hon Hai) plans to build an AI data center in Taiwan by 2027 with over 10,000 GPUs. That figure dwarfs the Ministry of Digital Affairs' (MODA) target of just 140 GPUs by the...
Thursday 19 March 2026
Nvidia elevates AI storage, putting NVMe SSD makers at the center
Nvidia is recasting storage as a core pillar of AI infrastructure, shifting it from a passive repository to an active extension of memory — a realignment now reshaping data center...
Thursday 19 March 2026
Intel Xeon 6 wins CPU slot in Nvidia DGX Rubin, stakes claim in AI inference stack
Intel's Xeon 6 processors have been selected as the host CPU for Nvidia's DGX Rubin NVL8 system — a move announced at GTC 2026 that gives concrete form to the two companies'...
Thursday 19 March 2026
Nvidia standardizes Vera Rubin liquid cooling, names four cold plate suppliers
Nvidia plans to launch its next-generation AI server architecture, Vera Rubin, in the second half of 2026, with liquid cooling set to become standard. The company will centralize procurement...
Thursday 19 March 2026
Taiwan's AI supply chain scales at GTC 2026: Foxconn, Wiwynn, Advantech, BizLink deepen Nvidia ties
Taiwanese hardware vendors expanded their presence at Nvidia GTC 2026, underscoring a coordinated push into AI servers, edge computing, robotics, and data center infrastructure. Foxconn,...
Thursday 19 March 2026
Foldable phone shipments may near 30 million in 2026 as Apple enters market
Apple's entry into the foldable phone market, alongside established players Samsung, Oppo, and Huawei, is set to expand consumer choice and accelerate global market growth. The shift...
Thursday 19 March 2026
Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents
As AI evolves from generating information to executing tasks, inference scenarios characterized by coding agents and requiring low latency and high throughput are ushering in the next...
Thursday 19 March 2026
AMD deepens ties with Naver in bid to expand AI infrastructure
Advanced Micro Devices (AMD) is set to deepen its collaboration with Naver Corporation after CEO Lisa Su visits South Korea, with the companies signing an MOU to jointly develop GPU...
Thursday 19 March 2026
Samsung strike vote nears, DS and DX divisions clash over bonuses
As Samsung Electronics' union members vote on whether to strike, market attention is shifting from the labor negotiations themselves to the disparities in benefits and potential conflicts...
Thursday 19 March 2026
Samsung reportedly broadens emergency management as chipflation takes off
Samsung Electronics has reportedly expanded emergency management measures across several key business units as rising semiconductor prices and component costs pressure profitability,...
Wednesday 18 March 2026
Nexcom launches humanoid robot development kit built on Nvidia IGX Thor
Nexcom Group has launched its first humanoid robot development kit based on the Nvidia IGX Thor platform, unveiling the MARS400 T20 at the Nvidia GTC 2026. The kit integrates real-time...