Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 26 May 2026

Huawei eyes AI storage breakthrough with DoB packaging, 245TB SSD roadmap

Huawei has released its Data Storage 2030 white paper, setting out a technology roadmap for the global storage industry over the next five to...

Tuesday 26 May 2026
Taiwan's quantum research enters second phase, eyeing Finland for HPQC collab
Taiwan's state-funded quantum technology research team will enter a second phase running from 2027 to 2031, with a focus on accelerating the transfer of research results to leading...

Tuesday 26 May 2026
Lightmatter joins TSMC on COUPE for 3D optical engines
AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter...

Tuesday 26 May 2026
Advantech deepens partnerships in South Korea to push hybrid edge for manufacturing AI
Advantech has deepened partnerships with Nvidia, AMD, and South Korean startups to push a hybrid edge architecture for manufacturing AI, promising faster on-site inference and continuous...

Tuesday 26 May 2026
Recharge Power to list and partner with J&V to pursue millisecond-response storage for AI data centers
J&V Energy Technology announced the launch of a subsidiary focused on supercomputing. It said its system-level energy storage unit, Recharge Power, will list on the emerging stock...

Tuesday 26 May 2026
TECO completes Malaysia's Dynaciate acquisition to boost data center build capacity
TECO Electric & Machinery announced on the 25th that it signed an agreement to acquire about 78% of Malaysian engineering firm Dynaciate Engineering Sdn. Bhd. for roughly 200 million...

Tuesday 26 May 2026
FSP Group partners at COMPUTEX 2026 for AI power opportunities
As Artificial Intelligence (AI) applications rapidly expand from cloud computing to edge computing, smart manufacturing, networking equipment, and AI PCs, stable and...

Tuesday 26 May 2026
Analysis: Nvidia's Vera CPU opens new front in data center chip race
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth...

Monday 25 May 2026
Physical AI boosts edge demand, lifting IPC order visibility
According to market research firms, the global edge AI market is forecast to post a compound annual growth rate of 26% through 2032, while the overall edge computing market is expected...

Monday 25 May 2026
Zeng Hsing boosts robotics and smart manufacturing push to underpin midterm growth
Zeng Hsing Industrial held its annual general meeting on May 25. It approved the 2025 business report and financial statements, the earnings distribution plan, amendments to the articles...

Monday 25 May 2026
Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war
Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments...

Monday 25 May 2026
Kawasaki opens Silicon Valley physical AI center, deepening Nvidia ties
Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate real-world deployment of physical AI and strengthen Japan–US collaboration in AI...

Monday 25 May 2026
Interview: Low-cost Chinese AI servers are redrawing the global infrastructure map
Geopolitics and price are reshaping who builds the world's AI infrastructure. Across emerging markets in Southeast Asia, Africa, and Latin America, governments and enterprises are...

Monday 25 May 2026
AUO eyes MicroLED for short-range optical interconnects, potentially shifting data center wiring and power dynamics
MicroLED short-range optical interconnects are attracting global R&D investment for their low power consumption and high-speed modulation, and AUO has formed a supply-chain alliance...

Monday 25 May 2026
Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains
Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a...

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