CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 30 April 2026
Google's TPU shortage lays bare a widening AI infrastructure edge
The AI infrastructure race is no longer just about who builds the best model — it's about who controls the silicon beneath it. Google has spent more than a decade quietly constructing...
Thursday 30 April 2026
AI drives power interconnect surge as BizLink and JPC target high-end markets
The AI wave is driving the rapid expansion of data center infrastructure, fundamentally reshaping server rack power transmission designs amid rising power consumption. This shift is...
Thursday 30 April 2026
OpenAI stirs smartphone industry with 2028 AI agent phone plans
OpenAI is advancing the development of an AI agent smartphone, collaborating with MediaTek and Qualcomm on a customized processor, while China's Luxshare Precision Industry exclusively...
Thursday 30 April 2026
Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up
Nvidia CEO Jensen Huang recently stated that Google's Tensor Processing Units (TPUs) do not constitute a real threat to Nvidia. He made the comments during an interview on the Dwarkesh...
Thursday 30 April 2026
Taiwan launches all-photonic network to strengthen data center resilience and AI computing backup
Taiwan President Lai Ching-te has pledged to transform Taiwan into an "AI island," with a key focus on developing an all-photonic network (APN). The National Science and Technology...
Wednesday 29 April 2026
Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race
Reliance Industries is planning to invest INR1.6 trillion (over US$17 billion) to build a 1.5GW data center cluster with captive renewable energy and battery storage in Visakhapatnam,...
Wednesday 29 April 2026
FCC expands ban on non-US networking devices, raising supply chain pressure
The US Federal Communications Commission (FCC) has further clarified restrictions on non-US network equipment by officially including mobile hotspots, portable Wi-Fi devices, and home...
Wednesday 29 April 2026
Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure
Supermicro's new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises...
Wednesday 29 April 2026
Seagate tops estimates, raises outlook on cloud, AI demand
Seagate Technology reported fiscal third-quarter results above market expectations and issued a stronger-than-anticipated outlook, driven by sustained demand from cloud customers and...
Wednesday 29 April 2026
Taiwan urges early quantum computing industry involvement before standards are set
Taiwan's minister of economic affairs, Ming-hsin Kung, emphasized that the industrialization threshold for quantum computing is exceptionally high, and Taiwan's industry is currently...
Wednesday 29 April 2026
Supreme's 1Q26 server revenue surpasses mobile as CSP demand boosts memory prices
Memory distributor Supreme Electronics (Supreme) saw its revenue double in the first quarter of 2026, driven by a sharp rise in memory prices. DRAM and Flash accounted for nearly 90%...
Wednesday 29 April 2026
AI token demand drives TSMC node expansion, buoying Taiwan's economy
A global surge in artificial intelligence computing is accelerating demand for advanced semiconductors and reinforcing Taiwan's near-term economic momentum, even as leading indicators...
Wednesday 29 April 2026
Data center power and cooling overhaul will reshape global AI infrastructure
Rising AI server power density is forcing data centers to adopt centralized, higher-voltage power and upgraded cooling, with implications for operators, suppliers, and investors. Shifts...
Wednesday 29 April 2026
Taiwan logs record chip exports, AI demand outpaces geopolitical risk
As the conflict involving the US, Israel, and Iran enters its second month, a fragile ceasefire has tempered immediate market shocks, yet economists warn that prolonged tensions could...
Wednesday 29 April 2026
Oracle moves Supermicro orders to Taiwan, elevating local server makers
Outsourcing by US cloud service providers (CSPs) has become an increasingly dominant trend, with Taiwanese manufacturers taking on a larger share of global production. Oracle has not...