Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 24 March 2026

TSMC's Wei draws battle lines between US AI and China's hardware in robotics race

TSMC chairman C.C. Wei's recent remarks on the global robotics landscape have sparked an industry debate over whether the US or China holds the upper hand in the race to commercialize...

Tuesday 24 March 2026

US FCC adds foreign-produced routers to national security 'Covered List'

The US Federal Communications Commission's (FCC) Public Safety and Homeland Security Bureau announced on March 23, 2026, that it has officially added routers produced in foreign countries...

Tuesday 24 March 2026

Nvidia opens server racks to rival chips, expanding cloud infrastructure role

Nvidia is expanding its role in artificial intelligence (AI) infrastructure by designing server racks that can accommodate processors...

Tuesday 24 March 2026

Huawei's Ascend 950PR debuts with nearly 3x H20 performance, targets China's AI compute gap

Huawei has officially launched its Ascend 950PR processor and introduced the Atlas 350 AI accelerator card equipped with this chip, marking the commercial debut of its next-generation...

Tuesday 24 March 2026

Small nations face structural limits in AI sovereignty, Swiss expert says

As global momentum builds around "sovereign AI," smaller economies face structural constraints in achieving technological independence, particularly in compute infrastructure and semiconductor...

Tuesday 24 March 2026

Ghost Robotics seeks Taiwan supply chain ties for quadruped robots

Ghost Robotics, a US-based developer of quadrupedal unmanned ground vehicles (UGVs), has expressed interest in collaborating with Taiwan's supply chain as it moves to enter the local...

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...

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