Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 3 June 2026

Delta highlights power gap as AI expansion pressures data centers worldwide

Global AI growth is increasingly colliding with electricity limits, a shift that could slow data center buildouts and reshape infrastructure planning from the US to Asia. Delta Electronics...

Wednesday 3 June 2026

Nvidia to accelerate Vera Rubin production; Quanta Computer to add three US plants by end of 2026

Quanta Computer executive vice president and Quanta Cloud Technology (QCT) president Mike Yang said GPU applications are expanding across training, edge computing, and storage, as...

Wednesday 3 June 2026

xMEMS sees 2027 debut for cooling chips as AI glasses, SSDs face heat limits

xMEMS Labs is preparing to move its MEMS-based µCooling technology toward commercial production in 2027, with AI glasses and data-center...

Wednesday 3 June 2026

Lightmatter joins Nvidia NVLink Fusion ecosystem to expand optical AI connectivity

Lightmatter has joined Nvidia's NVLink Fusion ecosystem, a move that could accelerate the rollout of high-performance optical links for AI infrastructure worldwide. The collaboration...

Wednesday 3 June 2026

AI cooling demand keeps booming, lifting suppliers' outlook through 2029

Strong demand for AI server cooling is extending visibility for the industry, with Asia Vital Components (AVC) and Auras Technology both forecasting sustained growth through 2029....

Wednesday 3 June 2026

Exclusive: SK Group and Foxconn talks could signal deeper Taiwan-Korea AI supply chain ties

COMPUTEX drew major AI supply chain players to Taiwan, and industry sources said SK Group chairman Chey Tae-won was set for a private meeting with Foxconn chairman Young Liu, alongside...

Wednesday 3 June 2026

Pegatron expands Nvidia ties from AI servers to robot dogs

Pegatron is expanding its work with Nvidia from AI servers into physical AI, digital twins, and robot simulation, using its second-generation...

Wednesday 3 June 2026

Tech giants step up investments in Taiwan as government vows supply chain stability

As Computex 2026 opened in Taipei on June 2, Taiwanese President Ching-te Lai said major international tech companies are increasing investment in Taiwan, underscoring confidence in...

Wednesday 3 June 2026

Largan makes first Computex appearance with CPO push for AI data centers

Largan Precision's debut at Computex 2026 signals a broader push into optical communications that could matter for AI data center supply chains worldwide. The Taiwan company is seeking...

Wednesday 3 June 2026

Delta Electronics unveils prefabricated AI modular data center that cuts deployment time by 60%

Delta Electronics said at COMPUTEX 2026 that it has launched a prefabricated AI modular data center designed to speed deployment of AI infrastructure by cutting IT build time by about...

Wednesday 3 June 2026

Microsoft details Azure and AI roadmap to build, run, and govern agents at Build 2026

At Microsoft Build 2026 on June 2, Microsoft outlined how its Azure cloud and broader AI portfolio are being re-engineered for agentic AI — software agents that reason, retrieve...

Wednesday 3 June 2026

Ampak pushes AI SOM, 5G RedCap and drone edge solutions as revenue mix shifts

Ampak Technology unveiled plans to further pivot into AIoT and Edge AI integrated solutions at COMPUTEX 2026, announcing product launches including an AI system-on-module, 5G Reduced...

Wednesday 3 June 2026

AI inference and agents push data centers to secure on-site power and storage

At COMPUTEX 2026, energy and data center executives warned that the industry shift from AI training to inference and agentic AI has driven a sharp rise in electricity demand and tightened...

Wednesday 3 June 2026

Analysis: Lenovo hops on board Nvidia's AI train, but server profits still look thin

Nvidia CEO Jensen Huang's frequent appearances with global tech chairmen and CEOs signal more than AI hype. They point to a redistribution of influence across the next generation of...

Wednesday 3 June 2026

Kentec aims to shorten the timeline for AI data center deployment

As artificial intelligence (AI) infrastructure grows larger and more complex, the challenge is no longer simply building data centers. It is building them fast enough.

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