Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Sunday 12 April 2026

Pan-International bets on AI servers as automotive demand growth slows in 2Q26

Pan-International, a Foxconn subsidiary specializing in connectors, reported a year-over-year revenue decline in the first quarter of 2026 due to cautious customer sentiment and stagnant...

Sunday 12 April 2026

How long can the AI server ODM boom last as growth begins to slow

Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...

Saturday 11 April 2026

AdaniConneX CEO outlines gigawatt-scale India data center push amid AI infrastructure surge

At GITEX AI Asia, AdaniConneX CEO Jeyakumar Janakaraj said the company is building toward gigawatt-scale data center capacity in India,...

Saturday 11 April 2026

Beyond AI: Energy, capital and sovereignty will define Asia's next factories

Artificial intelligence is entering a capital-intensive phase, with industry executives warning that Asia's next generation of factories will be defined less by breakthroughs in algorithms...

Saturday 11 April 2026

OpenAI pauses Stargate UK, energy costs and regulation stall AI data centre plans

OpenAI has put its Stargate UK project on hold, citing high energy costs and regulatory uncertainty, in a setback for the UK's ambitions to position itself as a global artificial intelligence...

Saturday 11 April 2026

Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating

Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month...

Friday 10 April 2026

AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP

South Korean IC design firm AD Technology transitioned from the TSMC Value Chain Alliance (VCA) to become one of Samsung's Design Solution Partners (DSPs) in 2019. After overcoming...

Friday 10 April 2026

A new kind of computer emerges for the age of AI agents

As AI agents grow capable of independently operating computers, drafting documents, and managing schedules, the relationship between humans...

Friday 10 April 2026

Compal sees PC demand steady, server shipments set to double quarterly

Compal Electronics' stronger-than-expected March and first-quarter 2026 results signal supply-chain and product-mix shifts with global implications for PC supply, server capacity for...

Friday 10 April 2026

Asustek posts record March and 1Q26 revenue on strong AI server demand

Asustek's record-breaking March and first-quarter 2026 results reflect surging demand for AI servers and PCs, with broader implications for enterprise infrastructure spending and global...

Friday 10 April 2026

Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders

Oracle's surge in AI infrastructure spending is prompting global supply chains to expand capacity, with partners ramping factories in Taiwan, Vietnam and the US to serve hyperscale...

Friday 10 April 2026

Spingence and Advantech accelerate AI edge deployment plans in South Korea manufacturing

In response to strong demand for data security and on-premises AI deployment within South Korea's manufacturing and semiconductor sectors, Taiwanese AI company Spingence Technology...

Friday 10 April 2026

Amazon signals chip export ambitions as in-house silicon business tops US$20 billion run rate

Amazon's custom chip business has surpassed an annual revenue run rate of more than US$20 billion, CEO Andy Jassy said in his annual shareholder letter, according to The Information...

Friday 10 April 2026

Blaize and Nokia expand partnership to validate hybrid AI infrastructure across Asia-Pacific

Blaize and Nokia expanded their partnership to validate and build a hybrid AI infrastructure across Asia-Pacific, promising enterprises more efficient edge-to-cloud AI deployment,...

Friday 10 April 2026

Anthropic reportedly explores in-house chip design amid rapid revenue growth and evolving AI compute stack

Anthropic is exploring the possibility of designing its own AI chips, though the effort remains at a very early stage, Reuters reported, citing three sources familiar with...

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