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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 23 June 2026
AI data center buildout fuels optical interconnect race, but 6-inch InP wafers hit supply wall

Technology giants are continuing to expand AI computing infrastructure, driving demand for high-performance optical interconnect components...

Tuesday 23 June 2026
Kaori's Kaohsiung plant targets 2027 output for AI cooling and green energy demand
Kaori Heat Treatment held a groundbreaking ceremony for its new plant at Kaohsiung's Ciaotou Science Park on June 23. Chairman Dr. Allen Wu led the management team at the event, joined...
Tuesday 23 June 2026
Smartphone demand and chip supply pressures cloud 2H26 peak season outlook
Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of...
Tuesday 23 June 2026
South Korea takes physical AI push from policy to practice

South Korea has moved its Physical AI Alliance from a policy-setting body into an operational platform, as the government and companies...

Tuesday 23 June 2026
AWS Trainium 3 ramp set to boost Taiwan suppliers in the second half of 2026

Amazon Web Services (AWS) is moving into volume production of AI servers built around its latest custom chip, Trainium 3, setting up Taiwan...

Tuesday 23 June 2026
Samsung Electro-Mechanics rides Qualcomm's data center push into servers

Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator,...

Tuesday 23 June 2026
Wonderful Hi-Tech targets LEO satellites and AI gear to lift margins and growth
Wonderful Hi-Tech held an investor briefing stating that the first quarter of 2026 was likely the operating trough for the year as the company pivoted toward higher-margin products...
Monday 22 June 2026
AI demolishes traditional tech: how NPUs and AI RAN are rewriting European infrastructure

AI is no longer a localized software novelty. It is now aggressively wiping out traditional hardware infrastructure across Europe....

Monday 22 June 2026
AI server supply chain expansion accelerates across Southeast Asia
AI server orders are surging, and suppliers across the global supply chain are rapidly expanding capacity in Southeast Asia. Thailand, Malaysia, and Vietnam have emerged as the main...
Monday 22 June 2026
Tesla files Megapod trademark in modular AI data center push

According to a trademark application filed with the United States Patent and Trademark Office (USPTO), Tesla has submitted an intent-to-use application...

Monday 22 June 2026
Memory costs push Samsung Galaxy A37 pricier as S26 holds steady

AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the...

Monday 22 June 2026
Apple's foldable iPhone supply chain reportedly gears up for 2026 launch

Apple's long-rumored foldable iPhone appears to be moving closer to reality, with reports from multiple Chinese media outlets suggesting...

Monday 22 June 2026
Jio Platforms files draft paper for IPO
Jio Platforms Limited (JPL), the technology and digital services arm of Reliance Industries Limited, has formally initiated its public listing process by filing a Draft Red Herring...
Monday 22 June 2026
China's InP export relief falls short, suppliers race to secure 2027 supply

China began approving a new batch of indium phosphide (InP) substrate exports in late May 2026, but optical communications supply chain...

Monday 22 June 2026
Huawei expands Vietnam footprint through energy, AI, and 5G partnerships
China's Huawei Technologies is deepening its presence in Vietnam through a series of partnerships spanning digital energy, artificial intelligence (AI), telecommunications infrastructure,...