Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 12 June 2026

5G upgrades, AIDC projects boost Taiwan telcos in May

Strong 5G upgrade momentum, Mother's Day handset promotions, and a wave of enterprise ICT projects tied to AI data center buildouts...

Friday 12 June 2026

AI server tracker: Taiwan's AI server build chain widens as rack suppliers outpace peers

Taiwan's server supply chain continues to benefit from AI infrastructure, with growth spread across connectors, cables, cabinets, rails, and system assembly. But the pace varies, as...

Friday 12 June 2026

Taiwan AI infrastructure suppliers see broad sales gains in May

Taiwan's AI infrastructure technology suppliers posted stronger sales in May, led by firms tied to artificial intelligence servers,...

Friday 12 June 2026

Powerlogic says AI server demand and rising memory costs hit May 2026 revenue

Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales,...

Friday 12 June 2026

Lite-On posts May 2026 revenue jump as AI server power demand boosts sales

Lite-On Technology reported consolidated revenue of NT$17.4 billion (US$550 million) in May 2026, up 4% month-over-month and 30% year-over-year, driven by strong demand for AI and...

Friday 12 June 2026

Taiwan advances next-generation communications plan for 6G

Taiwan's next-generation communications program, one of the Five Trusted Industry Sectors designated by President Lai Ching-te, is helping companies position early for the 6G market...

Friday 12 June 2026

J&V Energy moves into AI data center power infrastructure to tap Taiwan's AI electricity boom

J&V Energy Technology is deepening its push into green power trading, energy storage, and overseas markets, while moving to capture new opportunities in AI energy infrastructure...

Friday 12 June 2026

Anthropic reportedly eyes direct data center leases, deepens infrastructure bet with Google support

Anthropic is moving to take greater control of the infrastructure powering its AI models, signing more than a dozen preliminary agreements...

Friday 12 June 2026

SuperAI Singapore: Arm and Cerebras push system-wide fixes to cut inference AI bottlenecks

Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway...

Friday 12 June 2026

Power semiconductors race to cut resistance for GPU cooling

Power semiconductors are taking on a central role as AI data centers move from 800V high-voltage input down through multiple power-conversion stages to the ultra-low voltages used...

Friday 12 June 2026

Sharp lays out 2026 growth strategy with AI servers as top priority

Foxconn affiliate Sharp said in Tokyo that it has moved beyond restructuring and onto a new growth phase, with global implications for customers, suppliers, and enterprise buyers watching...

Friday 12 June 2026

SuperAI Singapore: Physical AI accelerates as cheaper hardware and AI models drive robot data demand

Robotics has progressed rapidly in the past few years, but major obstacles — including data collection and trust infrastructure...

Thursday 11 June 2026

MSI sees CPU shortages easing as margins recover

Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange...

Thursday 11 June 2026

Transsion turns from Africa phones to energy storage, but the harder fight is just starting

Transsion Holdings, Africa's long-time "king of mobile phones," is turning to energy storage as smartphone profits weaken. The question is whether its African channel empire can become...

Thursday 11 June 2026

China unveils Long March 12B, a key step toward reusable space launches

China has successfully launched a new commercial heavy-lift rocket designed to support the country's rapidly expanding satellite-constellation ambitions, marking another step in Beijing's...

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