Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

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...

Tuesday 18 August 2026

Tech blocs of the new Cold War: US pushes allies to pick a side

The intensifying US-China technology rivalry is moving beyond export controls and semiconductor restrictions. What comes next could...

Tuesday 18 August 2026

AI server demand pushes high-end MLCC lead times toward 40 weeks

Multilayer ceramic capacitor (MLCC) supply is increasingly diverging by product specification, with mainstream components remaining relatively stable while lead times for some high-capacitance,...

Tuesday 18 August 2026

SpaceX, Nvidia push space AI from lunar exploration toward orbital data centers

As SpaceX accelerates its push into space-based AI data centers and Nvidia brings Jetson GPUs into lunar exploration missions, the race...

Tuesday 18 August 2026

South Korea telcos pass KRW1 trillion in first-half AI data center revenue

South Korea's three major telecom operators generated more than KRW1 trillion (approx. US$706 billion) in combined artificial intelligence data center revenue in the first half of...

Monday 17 August 2026

Taiwan Mobile lifts 2026 profit outlook on AI data center push

Taiwan Mobile has raised its full-year 2026 operating profit growth outlook to 7% to 9%, excluding the impact of its planned Systex...

Monday 17 August 2026

Phison CEO sees years of NAND shortage, AI growth chance

Phison Electronics CEO Pua Khein-Seng said the company is seizing a once-in-a-lifetime chance to transform into a high-growth business as AI agents drive massive demand, keeping NAND...

Monday 17 August 2026

Record orders, yet profits squeezed: Asia-Pacific electronics supply chain caught in cost crunch

Global Electronics Association survey data show that demand across the global electronics manufacturing industry maintained steady...

Monday 17 August 2026

Nvidia closing in on US$100B credit guarantee deal for OpenAI's Ohio data center

Nvidia is approaching an agreement to provide credit guarantees of around US$100 billion for OpenAI's 10GW data center in Ohio, among the largest AI infrastructure projects ever, according...

Monday 17 August 2026

Nokia axes 1,600 jobs and Hangzhou R&D center in deepening China telecom retreat

Nokia is accelerating its retreat from China, closing its Hangzhou R&D center and cutting about 1,600 jobs as shrinking market access,...

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