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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 19 August 2026
Alibaba's Lingxi sale shows how AI is redrawing China's Big Tech priorities

As AI infrastructure increasingly absorbs both capital and management attention across China's technology sector, even profitable businesses...

Wednesday 19 August 2026
Baidu's AI cloud engine accelerates as advertising drag deepens

Baidu's second-quarter 2026 results confirm a business in the midst of a wrenching handover: an AI-powered core that is scaling faster...

Wednesday 19 August 2026
Rattled supply chains: Over half of Taiwan firms feel the squeeze of US-Iran conflict

More than half of Taiwanese companies surveyed by TAITRA reported being negatively affected by the US-Iran conflict, with rising costs...

Wednesday 19 August 2026
China dominates optical modules but US allies hold the upstream keys
The technology rivalry between the US and China is spreading into a new part of the AI supply chain: optical transceivers, the critical devices that connect AI servers to fiber-optic...
Wednesday 19 August 2026
Airoha and MediaTek back IC Plus against Realtek in switches

Ethernet chipmaker IC Plus said on August 17 that its operations in 2026 have improved significantly after Airoha Technology took a...

Wednesday 19 August 2026
AI drives EISO high-end PCB orders as CCL shortages bite

Niche printed circuit board (PCB) maker EISO Enterprise said that 2026 industry demand has returned to post-pandemic highs as AI applications...

Tuesday 18 August 2026
Asus lifts server outlook, Supermicro orders hit record highs as Nvidia gears up to beat guidance

Concerns over whether the AI surge is a bubble continue to linger. However, recent indicators—from Nvidia's latest capital initiatives...

Tuesday 18 August 2026
Nvidia swaps credit support for exclusive chip sales in OpenAI's Ohio data center campus

Nvidia has reached a deal with OpenAI to provide up to US$105 billion in credit guarantees for the AI startup's upcoming 8GW data center...

Tuesday 18 August 2026
Nvidia's Taipei hub pushes power demand to 240MW, triggering scramble to keep lights on

Nvidia's new Taiwan headquarters will be located in the Beitou-Shilin Technology Park, with construction expected to begin by the end...

Tuesday 18 August 2026
AI drives power semiconductors into at least a two-year shortage
The cloud AI data center boom is not close to bursting, according to chip supply-chain players. They say that analog ICs, including power semiconductors, will stay tight for years...
Tuesday 18 August 2026
Eiso Enterprise's Guishan plant expansion doubles PCB capacity, eyes AI, aerospace, defense markets

Niche printed circuit board (PCB) manufacturer Eiso Enterprise has officially opened the second-phase expansion of its new plant in...

Tuesday 18 August 2026
AI server supply chain ramps up capital, talent, and capacity
The AI server supply chain continues to expand capital expenditures, pouring in cash, building factories, and hiring aggressively, to heighten barriers to entry. On top of rapid product...
Tuesday 18 August 2026
Taiwan advances national quantum computing plan as key procurement contract nears

Taiwan's National Science and Technology Council (NSTC) is preparing the second-phase quantum research program, known as the "Quantum...

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...