CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 19 October 2026
Lens Technology enters AI server cooling market with US$25 million PMG takeover
China's precision manufacturing giant Lens Technology is expanding into AI server infrastructure through a proposed US$25 million acquisition of a controlling stake in PMG International,...
Monday 19 October 2026
iBase Solution targets AI data center EPC contracts with modular liquid cooling, energy storage expertise
Taiwan-based iBase Solution is expanding from industrial computers (IPCs) and energy storage into liquid-cooled prefabricated modular data centers, targeting AI infrastructure construction...
Monday 19 October 2026
Research: SpaceX moves closer to independent mobile network as Starlink expands spectrum holdings beyond satellites
SpaceX announced on October 8, 2026, that it would acquire US 800MHz low-band spectrum licenses held by Grain Management, covering up to 14MHz of paired bandwidth. The transaction...
Monday 19 October 2026
Nvidia backs OpenClaw, putting robotics potential, agent security in focus
OpenClaw is drawing renewed attention after Nvidia CEO Jensen Huang endorsed the open-source AI agent framework as a foundation for future technology, especially robotics. His remarks...
Monday 19 October 2026
AI data-center expansion shifts focus to time-to-power
Artificial intelligence data-center expansion is intensifying a global race for electricity, as cloud providers increasingly prioritize how quickly power can be secured over cost and...
Monday 19 October 2026
TECO's modular data center validation nears completion
TECO Electric and Machinery chairman Morris Li said the company has entered the final stage of testing its modular data center (MDC) solution. The company is targeting opportunities...
Monday 19 October 2026
Semiconductor equipment demand rises as risks curb AI bubble
SEMI's latest 12-inch fab outlook projects double-digit annual growth in equipment spending from 2026 through 2029, with forecasts revised upward from its previous edition. However,...
Monday 19 October 2026
Taiwan seeks international quantum collaboration in critical 5-year push
Taiwan's National Science and Technology Council (NSTC) has opened applications for the country's second five-year quantum technology program lasting from 2027 to 2031, with international...
Saturday 17 October 2026
TECO targets AI data center growth with energy storage, transformers
TECO Electric and Machinery participated in Energy Taiwan on October 14, showcasing its smart microgrid solutions and outlining the future development of its power and energy business...
Saturday 17 October 2026
Singapore's AI bet shifts from model race to deployment, resilience and trusted adoption
Singapore is moving its AI strategy beyond pilot-heavy experimentation toward a more deployment-focused model centered on enterprise adoption, sector transformation and resilient access...
Friday 16 October 2026
Gemtek partners with Starman to make optical transceivers in US
On October 15, network equipment maker Gemtek Technology announced a strategic partnership with Starman New Photonics, a subsidiary of Starman Holdings, to form a joint venture in...
Friday 16 October 2026
Telco giant builds Taiwan's high-speed computing network for AI agent era
Chunghwa Telecom president Rong-shy Lin said the shift from conversational AI to autonomous AI agents is reshaping enterprise adoption, making data governance, access controls and...
Friday 16 October 2026
Supermicro appoints Mark Long as chief financial officer
Supermicro Computer has appointed Mark Long as chief financial officer, bringing an experienced technology finance executive to lead the company as it expands its artificial intelligence...
Friday 16 October 2026
Taiwan's Chun Yuan Steel sees 4Q26 auto surge, expands into AI robotics
Chun Yuan Steel expects Taiwan's auto market to deliver its strongest quarter of 2026 in the final three months, lifting full-year new-vehicle sales to 430,000 units from 411,000 in...
Friday 16 October 2026
Nvidia-backed CoreWeave bond spike highlights debt risks in the AI infrastructure boom
A sharp sell-off across artificial intelligence infrastructure stocks has turned a quiet worry about debt into a main concern for Wall Street. The sudden drop in stock and bond prices...