Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 2 June 2026

India's corporate giants race to build backbone of its AI economy

India's biggest business groups are ramping up spending on digital infrastructure, with Reliance Industries and Adani Group focusing on data centers, energy, and artificial intelligence...

Tuesday 2 June 2026

Lenovo expands Tianjin AI server hub with 2027 mass production plan

Lenovo Group is stepping up its AI infrastructure push. Lenovo chairman and CEO Yuanqing Yang said on May 28 at the 2026 World Intelligence Expo that the company will invest in Tianjin...

Tuesday 2 June 2026

Nvidia's Jensen Huang says no need to compare or choose between Taiwan and South Korea

At a Korea Partner Night event held in Taipei, Taiwan, ahead of Computex 2026, Nvidia CEO Jensen Huang said Taiwan and South Korea occupy distinctly different positions in the technology...

Monday 1 June 2026

Nvidia confirms Vera Rubin in full production with 150 Taiwan suppliers powering the ramp

Nvidia CEO Jensen Huang announced at GTC Taipei on June 1st that the Vera Rubin platform has entered full production, with Taiwan's server makers and global supply chain partners manufacturing...

Monday 1 June 2026

LianDe Holdings to mass produce liquid-cooling floating fittings for US chipmaker supply chain

LianDe Holdings-KY moved into AI server liquid-cooling components and secured a spot in a US chipmaker supply chain, the firm announced, with product validation underway and volume...

Monday 1 June 2026

ByteDance reportedly developing Groq-style chip with InnoStar

ByteDance is creating a new chip similar to those made by Nvidia partner Groq to help the Chinese creator of TikTok handle its AI inference loads, according to The Information...

Monday 1 June 2026

Foxconn expands France push with Tessalia chip-packaging venture, Bull AI project

Foxconn is expanding its footprint in France through two projects spanning artificial intelligence infrastructure and semiconductor packaging,...

Monday 1 June 2026

Delta Electronics sees AI data center power shift and manufacturing overhaul shaping future competition

Delta Electronics president and COO Simon Chang said the company's long investment cycle in power technology is positioning it for rising AI data center demand and a broader manufacturing...

Monday 1 June 2026

India's PLI 2.0 rethink signals a harder push into deeper electronics manufacturing

India is reportedly revising its smartphone incentive scheme to raise local value addition above 55%, a move that could reshape the country's electronics strategy. The shift reflects...

Monday 1 June 2026

Nvidia expects AI boom to keep supply tight beyond 2027

Nvidia chief executive Jensen Huang said the artificial intelligence industry is entering a rapid growth phase that could keep revenue rising sharply into 2027, while supply-chain...

Monday 1 June 2026

AI spillover puts CPUs and ASICs on Computex stage

Computex 2026 will open under the theme "AI Together," with attention shifting beyond Nvidia's training-focused hardware to AI computing, robotics, smart mobility, and next-generation...

Monday 1 June 2026

US moves to block Nvidia AI chips from reaching Chinese firms overseas

The US Commerce Department has moved to close a potential export-control loophole that may have allowed Chinese technology companies to...

Monday 1 June 2026

Taiwan gains partial US Section 232 relief, seeks tariff-free semiconductor quotas

Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains...

Monday 1 June 2026

Actron moves into AI servers and power infrastructure after securing 70%+ global share in auto LLD/ULLD diodes

Taiwan-based Actron Technology expects stronger growth in its automotive semiconductor business as demand for its high-efficiency diode products has exceeded expectations amid tightening...

Monday 1 June 2026

SoftBank plans up to EUR75 billion AI data center buildout in France, anchoring Europe's infrastructure

SoftBank Group said it will invest as much as EUR75 billion (US$87.43 billion) to develop 5GW of AI data center capacity in France, a move that would make the country one of its largest...

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