Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 22 May 2026

As AI reshapes data center power, Liteon bets on silicon photonics

Liteon Technology is positioning 2026 as a reset year after marking its 50th anniversary in 2025, as the company pushes deeper into...

Friday 22 May 2026

French AION consortium to bid for EU funding to build ?10B AI data center campus

A French consortium called AION said it would bid for EU AI infrastructure funding to build a large AI data center campus in France worth as much as EUR10 billion (US$11.6 billion)...

Friday 22 May 2026

UiPath offers on-premises Agentic AI to help regulated firms meet security and compliance needs

UiPath announced an on-premises Agentic AI deployment service and Automation Suite designed to help regulated industries adopt AI while maintaining data security and compliance. The...

Friday 22 May 2026

Far EasTone eyes 2027 Amazon Leo launch to strengthen Taiwan network resilience

Far EasTone has secured Taiwan distribution rights for Amazon Leo, Amazon's low Earth orbit (LEO) satellite internet service formerly known as Project Kuiper, positioning the telecom...

Friday 22 May 2026

Two-year-old Chinese robotics firm claims to supply nine of world's top ten tech giants

Wayne Wang, senior director of commercialization at Robot Era, used the 5th Mobis Mobility Day in Sunnyvale to present a two-year-old Chinese robotics company that has already supplied...

Friday 22 May 2026

Tech Forum 2026: Starlink dominates LEO internet market as telecoms shift strategy

At DIGITIMES' Tech Forum 2026 this week, analysts said satellite-based internet services are rapidly emerging as one of the most fiercely...

Thursday 21 May 2026

xFusion drives CNY58.2 billion revenue as China backs domestic AI supply chain

Chinese server maker xFusion reached a revenue of CNY58.2 billion (approx. US$8.6 billion) for the year 2025. The figure indicates the company's rising profits as it benefits from...

Thursday 21 May 2026

Nvidia's China hopes dim as Beijing doubles down on domestic AI chips

Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President...

Thursday 21 May 2026

AMD commits over US$10 billion to Taiwan ecosystem to expand AI packaging and infrastructure capacity

AMD said on May 21 that it plans to invest more than US$10 billion across Taiwan's semiconductor ecosystem to deepen strategic partnerships and expand advanced packaging capacity for...

Thursday 21 May 2026

Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers

Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers...

Thursday 21 May 2026

Tech Forum 2026: Taiwan suppliers could win a critical role in humanoid robot supply chains as commercialization accelerates

AI-driven humanoid robots are entering a visible phase of commercialization. At the same time, software lags hardware, creating an opening for Taiwan component suppliers to target...

Thursday 21 May 2026

Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows

Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives...

Thursday 21 May 2026

TSMC's cautious capex is averting an AI bubble, says investor

TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides...

Thursday 21 May 2026

Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI

Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise)...

Thursday 21 May 2026

From US$10m to US$2.2bn in 17 months: Starcloud bets on orbital fix for AI's energy crisis

Philip Johnston, co-founder and CEO of Starcloud, opened the second day of the Plug and Play Silicon Valley May Summit in Sunnyvale with a proposition that would have sounded implausible...

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