Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 29 June 2026

Potens expands into AI cooling and power markets, server revenue share hits double digits

With growing demand for AI server cooling and power management solutions, power semiconductor design company Potens reported that revenue...

Monday 29 June 2026

Johor's power grid faces mounting strain as data centre pipeline expands

Malaysia's southern state of Johor could see data centers account for about 40% of its electricity demand by 2035, highlighting mounting pressure on power infrastructure as the region...

Monday 29 June 2026

Physical AI's next hurdle is not walking, but grasping

As Physical AI moves closer to commercial reality, its global impact may depend less on humanoid robots that can run or dance and more...

Monday 29 June 2026

Memory shortage drives long-term uptrend as Apple hikes prices

Micron Technology's latest outlook suggests memory shortages could affect device costs worldwide through 2027, with relief unlikely before 2028. For global consumers, that means smartphones,...

Monday 29 June 2026

Taiwan electronics sector stays upbeat as AI demand lifts exports

Taiwan's electronics-machinery sector is heading into the second half of 2026 with cautious optimism, as global demand for AI infrastructure, high-end semiconductors, and cloud services...

Monday 29 June 2026

AIC sees double-digit growth as AI infrastructure shifts to rack-level systems

AIC said the global shift from single-server AI computing to rack- and system-level integration is driving coordinated storage, compute, and networking design as a key trend in AI...

Monday 29 June 2026

LG expands data-center liquid cooling push, eyes Taiwan server partnerships amid AI infrastructure boom

As AI infrastructure pushes server power consumption to unprecedented levels, liquid cooling is rapidly moving from an alternative technology to a data-center necessity. Amid fragmented...

Monday 29 June 2026

India roundup: Global tech giants deepen India investments

India is attracting fresh technology investment as global companies expand AI, cloud and semiconductor commitments, reinforcing the country's growing role as a strategic manufacturing...

Monday 29 June 2026

Qualcomm stirs AI data center competition with CPUs, ASICs, and accelerators

Qualcomm officially unveiled its Dragonfly data center platform at this week's annual investor day, laying out a four-pronged push into cloud AI that spans SerDes, PAM4 DSP, and other...

Sunday 28 June 2026

Apple's first foldable iPhone reportedly on track for September 2026 launch

Apple's long-rumored foldable iPhone remains on schedule for a September 2026 debut, despite earlier reports that hinge-related issues could delay the device's release.

Sunday 28 June 2026

Rakuten, AST SpaceMobile JV aims to break Starlink's grip on Japan's satellite market

Japan's Rakuten Group plans to establish a new joint venture with US-based AST SpaceMobile in 2026 to build a dedicated low Earth orbit (LEO) satellite communications network for Japan,...

Sunday 28 June 2026

Kaori fuel cell orders extend to 1 year; expanding capacity in Taiwan and overseas

Fuel cells are emerging as one of the key solutions for future energy supply. Kaori Heat Treatment, one of the suppliers in the Bloom Energy supply chain, said that its fuel cell order...

Sunday 28 June 2026

Sunrise builds integrated energy platform as AI data center demand rises

Sino-American Silicon (SAS) Products' Sunrise is expanding its integrated smart energy business as artificial intelligence (AI) and data center demand for high-performance computing...

Friday 26 June 2026

Agility Robotics IPO strengthens Foxconn's long-term robotics ambitions

Humanoid robotics and physical AI pioneer Agility Robotics has announced plans to pursue a public listing, drawing significant attention from global capital markets...

Friday 26 June 2026

AuthenX targets AI data center interconnects with plug-and-play FAU for CPO

AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration...

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