Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 20 May 2026

Microsoft advances India data center timeline within expanded regional investment framework

Microsoft's data center expansion in India represents the continuation of a strategic regional investment trajectory, updating previously announced capital commitments rather than...

Wednesday 20 May 2026

Amazon's AI chip push gains ground as Nvidia remains central to AWS

Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements,...

Wednesday 20 May 2026

FarEasTone named Amazon Leo distributor in Taiwan, targets 2027 launch

FarEasTone Telecommunications has signed a formal cooperation agreement with Amazon Leo, Amazon's low-Earth-orbit satellite network service, to become its authorized distributor in...

Wednesday 20 May 2026

Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices

Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become...

Wednesday 20 May 2026

Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028

The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of...

Wednesday 20 May 2026

Google and Blackstone could lift ASIC demand with TPU leasing joint venture

Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build...

Wednesday 20 May 2026

Far EasTone posts revenue and profit growth and signs collaboration with Amazon LEO satellite service

Far EasTone Telecommunications held its 2026 shareholders meeting on May 20. They announced that it had achieved year-on-year growth in consolidated revenue and profit in 2025, while...

Wednesday 20 May 2026

Commentary: China hardens AI self-reliance push after Trump-Xi talks

After the Trump-Xi meeting in Beijing, China's senior leadership has stepped up inspections of artificial intelligence, smart manufacturing and computing infrastructure, offering a...

Wednesday 20 May 2026

Taiwan robotics hub aims to move suppliers beyond components

Taiwan has opened a new robotics R&D center in southern Taiwan, aiming to help local manufacturers move beyond component supply and...

Wednesday 20 May 2026

Nvidia earnings set to beat again on AI rack boom

Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.

Wednesday 20 May 2026

South Korea turns defense contracts into quantum's commercialization launchpad

South Korea's leading defense contractor, LIG Defense & Aerospace, and the state-backed Agency for Defense Development are accelerating efforts to move quantum defense technologies...

Wednesday 20 May 2026

China's OSATs chase bigger role as AI chips strain packaging supply

China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging...

Wednesday 20 May 2026

Phison taps overseas bond market for US$800 million storage push

Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller...

Wednesday 20 May 2026

Commentary: Musk, Huang, and H200—Nvidia's last chip in China

US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's...

Tuesday 19 May 2026

Dell AI Factory crosses 5,000 enterprise clients on Nvidia-fueled demand

Dell Technologies has added 1,000 customers over the past quarter for its AI Factory servers, which use Nvidia chips and software to power AI applications for enterprises. The hardware...

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