Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Sunday 26 April 2026

AI data centers hit interconnect limits, boosting optical module demand

The surge in optical module stocks reflects a deeper shift in AI infrastructure: the bottleneck is no longer computing power alone, but...

Sunday 26 April 2026

BizLink expands optical interconnect push, sees uncertain CPO ramp timing

The artificial intelligence boom continues to drive demand for related hardware, particularly as server power delivery and high-speed...

Saturday 25 April 2026

China's Horizon Robotics aims at Tesla with new self-driving platform

As competition in intelligent electric vehicles shifts from incremental feature upgrades to full system-level redesign, China's Horizon...

Saturday 25 April 2026

Taiwan's industrial production surges on AI infrastructure demand

Data released by Taiwan's Ministry of Economic Affairs (MOEA) on April 23 showed that major global cloud service providers continue to expand procurement of artificial intelligence...

Friday 24 April 2026

STMicroelectronics tops 1Q26 guidance, sees data center revenue surpass US$1 billion by 2027

STMicroelectronics reported first-quarter 2026 revenue of US$3.10 billion, up 23% year over year, with results coming in above the midpoint of its guidance as growth in personal electronics...

Friday 24 April 2026

Microsoft and Meta announce workforce reductions amid heavy AI investment

Microsoft and Meta have recently announced job cuts or buyouts impacting possibly 23,000 jobs. The staff reductions come as the tech giants funnel massive resources into building out...

Friday 24 April 2026

Zhen Ding to invest CNY40 billion in Huai'an to expand high-end PCB capacity

Zhen Ding Technology has broken ground on its HD campus at the Huai'an Technology City in China, as it accelerates investment to expand...

Friday 24 April 2026

MODA encourages Taiwanese firms to invest in computing power; Foxconn submits project proposal

The government has included AI computing infrastructure within the scope of major digital public construction projects, using tax incentives to boost private-sector investment. Minister...

Friday 24 April 2026

Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share

Google's unveiling of its eighth-generation tensor processing unit (TPU) at Cloud Next 2026 is expected to drive the next wave of growth...

Friday 24 April 2026

Intel keeps capex steady as it shifts spending toward capacity expansion

Intel is holding its 2026 capex broadly flat year over year, not because of reduced ambition, but because of a strategic reallocation of spending toward equipment that directly boosts...

Friday 24 April 2026

Largan, Sunny Optical target FAU in push toward CPO and AI optics

Largan Precision and Sunny Optical have recently announced plans to enter the fiber array unit (FAU) market, positioning it as a priority development area. Industry sources say the...

Friday 24 April 2026

Global PMX drives smart driving transformation with three key engines

Global PMX's shift from components maker to technology integrator could affect supply chains worldwide, as its push into electro-mechanical brakes, AI server cooling, and surgical...

Thursday 23 April 2026

Chinese smartphone shipments to fall below 600 million units in 2026, lowest level since 2021

Rising upstream component costs and weak retail promotions in China, combined with traditional off-season demand overseas, are denting global smartphone supply and pricing. Consumers...

Thursday 23 April 2026

AI shifts and soaring costs drive PC brands to cut jobs in 2026

Several PC companies have been conducting rounds of layoffs in recent months, which echoes the downsizing trend across the tech industry. While some point to AI adoption as a culprit,...

Thursday 23 April 2026

Shenzhen launches China's first full-stack domestic 14,000P AI cluster

Shenzhen has brought online what project materials describe as China's first 14,000P, 10,000-card AI computing cluster built around a fully domestic technology stack, marking a new...

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