Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 19 February 2026

AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge

Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms...

Wednesday 18 February 2026

Nvidia expands AI partnerships in India under US$1 billion national mission

India is using this week's AI Impact Summit in New Delhi to advance a national strategy that combines large-scale compute deployment, sovereign AI model development, and industrial...

Wednesday 18 February 2026

Vietnam grants Starlink licence to deploy 600,000 satellite internet terminals

Vietnam has granted Starlink an operating licence to provide satellite internet services in the country, clearing the way for the SpaceX...

Wednesday 18 February 2026

Meta locks in millions of Nvidia GPUs and CPUs in multiyear AI infrastructure pact

Nvidia and Meta have signed an expanded multiyear agreement under which Meta will deploy millions of Nvidia AI chips across its global data centers, securing long-term GPU, CPU and...

Wednesday 18 February 2026

India-based Adani to invest US$100 billion in renewable-powered AI data centres by 2035

Adani Group said it will invest US$100 billion by 2035 to build renewable-powered, AI-ready data centres in India, aiming to expand domestic computing capacity and support the country's...

Wednesday 18 February 2026

Analysis: Singapore's neutrality lures Chinese tech fleeing Western crackdowns

As global geopolitics continue to shift, Singapore is emerging from its image as a garden city to become a safe harbor for Chinese companies expanding overseas. With competition between...

Tuesday 17 February 2026

Humanoid robots dazzle at China's Spring Festival Gala amid technical and supply-chain challenges

Under stage lights, humanoid robots walked, waved, and turned in a flawless sequence at a Lunar New Year gala in China, a brief demonstration that industry observers say highlights...

Tuesday 17 February 2026

Thailand's BOI approves WD project to develop HAMR hard drives

Thailand's Board of Investment (BoI) has approved a THB2.3 billion (US$73.81 million) research and development project for WD's Thai unit, Western Digital Storage Technology (Thailand)...

Tuesday 17 February 2026

AMD, TCS expand partnership to deploy 200MW AI infrastructure in India

Advanced Micro Devices (AMD) and Tata Consultancy Services (TCS) have expanded their strategic collaboration to develop rack-scale artificial intelligence infrastructure in India,...

Monday 16 February 2026

AI supply chain tracker: Power, substrate, and thermal split on momentum

Revenue data for January 2026 highlights uneven momentum across Taiwan's AI server supply chain, spanning power, substrate, and thermal management suppliers, and reflects shifting...

Monday 16 February 2026

India roundup: India bets on RISC-V amid local ecosystem building

RISC-V gains traction in automotive and industrial markets despite ecosystem risks, while India's...

Sunday 15 February 2026

Taiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push

Taiwan's export value in January 2026 surged 69.9% year-on-year, surpassing the NT$2 trillion (US$63.7 billion) mark for the first time, largely due to differences in the number of...

Saturday 14 February 2026

Nvidia deepens South Korea ties in smart factory push

Nvidia outlined its role in advancing two major manufacturing trends—AI Factory and Physical AI—at SEMICON Korea 2026, emphasizing that it views South Korea as an important...

Saturday 14 February 2026

WD says 2026 capacity sold out as HDD prices post sharpest rise in two years

Hard disk drive (HDD) contract prices rose approximately 4% sequentially following the conclusion of fourth-quarter 2025 negotiations,...

Saturday 14 February 2026

After US deal, Taiwan pushes economic resilience into Europe and the global south

Taiwan has officially signed a final trade agreement with the US, concluding bilateral negotiations. Under the deal, Taiwan will receive most-favored-nation (MFN) treatment if Washington...

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