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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 1 June 2026
Delta Electronics sees AI data center power shift and manufacturing overhaul shaping future competition
Delta Electronics president and COO Simon Chang said the company's long investment cycle in power technology is positioning it for rising AI data center demand and a broader manufacturing...
Monday 1 June 2026
India's PLI 2.0 rethink signals a harder push into deeper electronics manufacturing
India is reportedly revising its smartphone incentive scheme to raise local value addition above 55%, a move that could reshape the country's electronics strategy. The shift reflects...
Monday 1 June 2026
Nvidia expects AI boom to keep supply tight beyond 2027
Nvidia chief executive Jensen Huang said the artificial intelligence industry is entering a rapid growth phase that could keep revenue rising sharply into 2027, while supply-chain...
Monday 1 June 2026
AI spillover puts CPUs and ASICs on Computex stage
Computex 2026 will open under the theme "AI Together," with attention shifting beyond Nvidia's training-focused hardware to AI computing, robotics, smart mobility, and next-generation...
Monday 1 June 2026
US moves to block Nvidia AI chips from reaching Chinese firms overseas

The US Commerce Department has moved to close a potential export-control loophole that may have allowed Chinese technology companies to...

Monday 1 June 2026
Taiwan gains partial US Section 232 relief, seeks tariff-free semiconductor quotas
Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains...
Monday 1 June 2026
Actron moves into AI servers and power infrastructure after securing 70%+ global share in auto LLD/ULLD diodes
Taiwan-based Actron Technology expects stronger growth in its automotive semiconductor business as demand for its high-efficiency diode products has exceeded expectations amid tightening...
Monday 1 June 2026
SoftBank plans up to EUR75 billion AI data center buildout in France, anchoring Europe's infrastructure
SoftBank Group said it will invest as much as EUR75 billion (US$87.43 billion) to develop 5GW of AI data center capacity in France, a move that would make the country one of its largest...
Monday 1 June 2026
Taiwan AI boom lifts server ODM valuations and pushes suppliers to chase higher margins
The AI boom is lifting valuations across Taiwan's system integration supply chain, while downstream vendors accelerate operations as the island's "electronic six giants" gain more...
Monday 1 June 2026
MediaTek eyes AI glasses, PCs, and home servers as computing shifts beyond the cloud
MediaTek said it expects artificial intelligence (AI) to move from centralized cloud systems into consumer devices, home servers, and new products such as AI glasses. The shift could...
Monday 1 June 2026
Advantech approves dividends, board election as it expands edge AI strategy
Advantech approved its 2025 financial statements and a new board at its annual shareholders' meeting in Taipei, while outlining a broader push into edge AI platforms. The industrial...
Monday 1 June 2026
Taiwan Mobile says D2C satellite services not urgent priority as AI drives data-center and power concerns
Taiwan Mobile told shareholders on May 29 that direct-to-cell satellite services are not an urgent need for Taiwan and that the satellite-to-phone business model still requires proof,...
Monday 1 June 2026
Wistron invests in quantum computing and small satellites to power AI-era growth
Wistron said it has been building capabilities in quantum computing and satellite technology as potential growth engines in the AI era, announcing the purchase of a 32-qubit quantum...
Monday 1 June 2026
AI infrastructure hits copper limits, foundries lock down silicon photonics capacity through 2028
Generative AI is moving at a speed scaling past critical computation thresholds, initiating a shift from a "chip-centric to an interconnect-centric" architecture era. The physical...
Monday 1 June 2026
Interview: Sharp CEO taps Foxconn ecosystem for brand revival
Sharp President and CEO Tetsuji Kawamura said the company has eased some long-standing management pressures, but its main challenge now is to expand its brand, develop new businesses,...