CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
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...
Wednesday 7 January 2026
CES 2026: Nvidia, AMD turn keynotes into robotics showcase
Ahead of the official opening of CES 2026, keynote speeches by Nvidia CEO Jensen Huang and AMD CEO Lisa Su focused attention on Physical AI and its application in real-world systems,...
Wednesday 7 January 2026
Nvidia CEO downplays memory supply concerns, highlights exclusive use of HBM4
Nvidia CEO Jensen Huang addressed concerns regarding recent memory supply shortages during a press conference at CES 2026, stating that Nvidia will be the exclusive consumer of sixth-generation...
Wednesday 7 January 2026
CES 2026: Boston Dynamics and Google DeepMind partner to bring Gemini AI models to humanoid robots
Boston Dynamics and Google DeepMind announced a new AI partnership at CES 2026 in Las Vegas, aiming to integrate advanced AI foundation models into humanoid robots and accelerate...
Wednesday 7 January 2026
Quanta sees a decade-long AI server cycle, warns growth isn't instant
Mike Yang, executive vice president of Quanta Computer and president of Quanta Cloud Technology (QCT), said AI demand differs fundamentally from notebooks and traditional servers,...
Wednesday 7 January 2026
Taiwan seeks deeper Europen cooperation in 6G, smart manufacturing
As the Russia-Ukraine war continues into its fourth year, Taiwan is looking to strengthen its partnership with Europe. The government aims to expand cooperation across investment,...
Wednesday 7 January 2026
Column: US political economy enters new era of industrial revival and strategic decoupling
The global economic landscape underwent three major transformations in 2025: the Great Rebalancing, the evolution of the AI supercycle, and a US industrial revival driven by national...