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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 7 October 2026
AI server smuggling cases expose gap between export compliance and due diligence
A string of AI server smuggling prosecutions is showing that following US export-control rules to the letter has not stopped advanced Nvidia hardware from reaching China. The weak...
Wednesday 7 October 2026
India nears 2GW of data center capacity, but its racks were built for a pre-AI power load
India is joining the top tier of Asia Pacific data center markets with a stock of facilities designed for a fraction of the power AI hardware draws. That gap is turning the country's...
Wednesday 7 October 2026
AI data center expansion is hitting new limits on power, land, and public consent
The global race to build data centers for artificial intelligence is entering a more difficult phase. Demand for computing capacity remains strong, but new projects increasingly face...
Wednesday 7 October 2026
Exclusive: GaN defends fast-charging turf, eyes AI power as low-cost SiC pushes into consumer electronics
The traditional market divide between the third-generation semiconductors gallium nitride (GaN) and silicon carbide (SiC) is seeing greater overlap in 2026, with SiC increasingly encroaching...
Wednesday 7 October 2026
Marvell raises 2028 revenue outlook to US$20 billion as AI connectivity expands
Marvell Technology is betting that the next phase of AI infrastructure growth will require substantially more networking and optical connectivity, raising its fiscal 2028 revenue outlook...
Wednesday 7 October 2026
iPhone Duo shines on GIS September revenue; 4Q26 set to challenge full-year high
Touch panel maker General Interface Solution (GIS) saw its business rebound in the second half of the year. September consolidated revenue reached NT$6.164 billion (approx. US$194...
Wednesday 7 October 2026
Repon revenue slips in September as Vera Rubin, ASIC slide rail shipments ramp up
The AI server supply chain is poised for a stronger quarter as Nvidia's Vera Rubin and AWS's Trainium 3 gradually ramp up, with momentum expected to strengthen across the supply chain...
Wednesday 7 October 2026
Chunghwa Telecom, New Taipei fire department launch drone-based medical supply transport pilot program
Chunghwa Telecom's New Taipei operations division and the New Taipei City Fire Department signed a memorandum of understanding on October 6 to promote drone-based emergency blood transport...
Wednesday 7 October 2026
Transcend September revenue rebounds on IPC, networking project shipments
Transcend reported a sharp recovery in September 2026 revenue as shipments for industrial PC and networking customer projects picked up. The memory module maker said monthly consolidated...
Tuesday 6 October 2026
Cerebras' stock slide stops after Sam Altman calls it 'close partner'
Cerebras' stock rebounded by 9% after OpenAI CEO Sam Altman gave reassurance that the two companies are close partners days after a report cast doubt on their relationship, causing...
Tuesday 6 October 2026
LG lands 5GW North American data center cooling deal
LG Electronics has signed a long-term agreement to supply chillers for data center projects totaling more than 5GW of capacity in the US and Canada, giving the South Korean company...
Tuesday 6 October 2026
ITRI sees hardware, AI, sensing drive quadruped robot rollout
As AI advances rapidly, the robotics industry is evolving from traditional automation equipment into a productivity tool for every industry, Taiwan's Industrial Technology Research...
Tuesday 6 October 2026
Taiwan bets on SiPh, CPO to tackle AI data center power bottlenecks
Taiwan's National Science and Technology Council (NSTC) has launched two research programs targeting silicon photonics (SiPh) and next-generation AI data center power systems, seeking...
Tuesday 6 October 2026
Taiwan's NSTC seeks AI data center power tech to reduce grid impact of load spikes
Taiwan's National Science and Technology Council (NSTC) has recently issued a call for proposals on "high-performance power conversion and system management technologies for next-generation...
Tuesday 6 October 2026
Apple, Qualcomm renew patent deal, iPhone modem shift deepens
Qualcomm announced on September 24 that it has renewed its global patent licensing agreement with Apple, with the new contract set to take effect on April 1, 2027. The terms and value...