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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 23 March 2026
Zenitron warns memory shortages will reverberate across global tech supply chains
Zenitron president YY Chou warned that surging demand for AI servers, data centers, and robotics is driving memory shortages that will affect global supply chains and pricing, with...
Monday 23 March 2026
Kinpo targets product mix upgrade in 2026 with server, EV charger, and automotive electronics growth
Kinpo Group held an investor conference on March 19, where General Manager Chen Wei-Chang expressed optimism for the second half of 2026 and projected a balanced revenue distribution...
Monday 23 March 2026
Memory supply squeeze dents IPC profits
The semiconductor market's supply-demand imbalance is affecting more than consumer gadgets, with industrial PC (IPC) makers reporting component shortages and price hikes that dented...
Monday 23 March 2026
Taiwan central bank revise 2027 GDP growth upward
Taiwan's central bank sharply raised its 2026 GDP forecast to 7.28%, citing substantial capex from international cloud service providers and aggressive investment expansion by domestic...
Monday 23 March 2026
IEI Integration eyes strong 2026 growth as networking projects scale up
Industrial computer (IPC) maker IEI Integration held an investor briefing on March 18, during which IEI president Jordan Jiang stated that several projects the company has been developing...
Sunday 22 March 2026
Delta targets next-gen AI data centers with 800V DC power and liquid cooling solutions
At the Nvidia GTC 2026 conference, CEO Jensen Huang emphasized that power delivery and liquid cooling will become core elements requiring co-design. He said that future AI racks and...
Sunday 22 March 2026
MediaTek, Microsoft Research crack AOC power barrier with Micro LED, 50% reduction

A joint R&D team, including MediaTek, Microsoft Research, and other suppliers, has developed a next-generation active optical cable...

Saturday 21 March 2026
Chunghwa Telecom, Far EasTone accelerate 5G SA trials ahead of 6G rollout
As 6G is expected to enter commercial use by 2030, the 5G standalone (SA) architecture is regarded as a crucial technological foundation for the transition to next-generation communications...
Saturday 21 March 2026
Analysis: Samsung's Exynos chip rebounds with mixed performance in 2nm era
Samsung Electronics' self-developed mobile application processor (AP) series, Exynos, long criticized for poor performance and overheating issues, is showing signs of revival. The...
Friday 20 March 2026
Nvidia and AWS strike massive GPU supply deal through 2027

On March 19, senior executives at Nvidia said the company has reached an agreement with the cloud computing division of Amazon to supply...

Friday 20 March 2026
Samsung reportedly ceasing TriFold smartphone sales

Samsung Electronics is reportedly discontinuing its premium Galaxy Z TriFold smartphone just months after launch, underscoring the device's...

Friday 20 March 2026
Nvidia strategy at GTC 2026 blocks ASIC rivals with Groq deal
At GTC 2026, Nvidia unveiled a strategic US$20 billion partnership with AI chip startup Groq, licensing its LPU technology and hiring key team members to integrate advanced inference...
Friday 20 March 2026
Samsung signals AI memory shift with HBM showcase at 2026 shareholders meeting
Samsung Electronics held its 57th annual shareholders meeting on March 18 in Suwon, South Korea, where it unveiled advanced memory products, including high-bandwidth memory (HBM),...
Friday 20 March 2026
Nvidia to supply 1 million GPUs to Amazon through 2027 in landmark AI cloud deal
Nvidia will supply 1 million graphics processing units (GPUs) to Amazon.com's cloud computing division by 2027 in one of the largest artificial intelligence infrastructure agreements...
Friday 20 March 2026
Nvidia Vera Rubin servers to drive liquid cooling demand
Nvidia has revealed more details about its next-generation Vera Rubin (VR) servers at Nvidia GTC 2026, confirming a full transition to liquid cooling architecture. Thermal module makers...