Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 18 August 2026

SpaceX-Cursor acquisition closes the loop between AI compute, models and applications

As the AI race increasingly evolves around who can secure the most compute, develop the strongest models and convert them into commercially viable applications, SpaceX has moved another...

Tuesday 18 August 2026

MediaTek widens ASIC services as market share surges

MediaTek has reportedly landed major orders for Google TPU products in recent years, even appearing to challenge Broadcom's position...

Tuesday 18 August 2026

Tech blocs of the new Cold War: US pushes allies to pick a side

The intensifying US-China technology rivalry is moving beyond export controls and semiconductor restrictions. What comes next could...

Tuesday 18 August 2026

AI server demand pushes high-end MLCC lead times toward 40 weeks

Multilayer ceramic capacitor (MLCC) supply is increasingly diverging by product specification, with mainstream components remaining relatively stable while lead times for some high-capacitance,...

Tuesday 18 August 2026

SpaceX, NVIDIA push space AI from lunar exploration toward orbital data centers

As SpaceX accelerates its push into space-based AI data centers and NVIDIA brings Jetson GPUs into lunar exploration missions, the race...

Tuesday 18 August 2026

South Korea telcos pass KRW1 trillion in first-half AI data center revenue

South Korea's three major telecom operators generated more than KRW1 trillion (approx. US$706 billion) in combined artificial intelligence data center revenue in the first half of...

Monday 17 August 2026

Taiwan Mobile lifts 2026 profit outlook on AI data center push

Taiwan Mobile has raised its full-year 2026 operating profit growth outlook to 7% to 9%, excluding the impact of its planned Systex...

Monday 17 August 2026

Phison CEO sees years of NAND shortage, AI growth chance

Phison Electronics CEO Pua Khein-Seng said the company is seizing a once-in-a-lifetime chance to transform into a high-growth business as AI agents drive massive demand, keeping NAND...

Monday 17 August 2026

Record orders, yet profits squeezed: Asia-Pacific electronics supply chain caught in cost crunch

Global Electronics Association survey data show that demand across the global electronics manufacturing industry maintained steady...

Monday 17 August 2026

Nvidia closing in on US$100B credit guarantee deal for OpenAI's Ohio data center

Nvidia is approaching an agreement to provide credit guarantees of around US$100 billion for OpenAI's 10GW data center in Ohio, among the largest AI infrastructure projects ever, according...

Monday 17 August 2026

Nokia axes 1,600 jobs and Hangzhou R&D center in deepening China telecom retreat

Nokia is accelerating its retreat from China, closing its Hangzhou R&D center and cutting about 1,600 jobs as shrinking market access,...

Monday 17 August 2026

OCP APAC 2026: When AI starts running the hardware that runs it

The tech industry has long been fixated on one persistent bottleneck: the physical limitations of high compute in the AI era. But what if the industry's focus, rather than pouring...

Monday 17 August 2026

Topoint's high-end drill bits hit 56% share ahead of schedule, aims to double capacity by end of 2028

Printed circuit board (PCB) drill bit manufacturer Topoint Technology stated during its second-quarter 2026 earnings call that strong...

Monday 17 August 2026

AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test

Taiwan's top six original design manufacturers are seeing AI servers become the main revenue engine in 2026, but the boom is also bringing heavier exposure to expensive GPUs, CPUs,...

Monday 17 August 2026

Weekly news roundup: AI expansion fuels supernodes, post-HBM memory, liquid cooling and supply-chain shifts

This week's most-read stories traced the AI boom across the stack, from supernodes and next-generation memory to liquid cooling, solar power, telecom services and PCB demand. Below...

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