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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 2 June 2026
Intel unveils Xeon 6+ to power agentic AI inference, challenges GPU-centric infrastructure
Intel is expanding its data center portfolio with new Xeon 6+ processors, Ethernet E835 networking products, and fresh details on its Crescent Island AI accelerator, positioning the...
Tuesday 2 June 2026
Alphabet signals heavier AI capex cycle with US$80 billion infrastructure raise
Alphabet said it will raise US$80 billion in equity to fund a rapid expansion of artificial intelligence infrastructure as demand for its services accelerates, signaling a more capital-intensive...
Tuesday 2 June 2026
Agentic AI triggers widespread computing crunch across global supply chain
In 2026, a global compute shortage spanning chips, cloud services, servers, and data-center components is sweeping across the industry. The scarcity of compute and broad price hikes...
Tuesday 2 June 2026
Advantech and Nvidia roll out agentic AI factory brain to automate real-time operations
Advantech on June 1 said it deepened its strategic partnership with Nvidia and launched an AI-native factory architecture centered on an agentic multi-agent system called AI Factory...
Tuesday 2 June 2026
Foxconn, Nvidia advance robotaxi fleet plans, eye 2028 southern Taiwan launch
Nvidia announced at its GTC Taipei 2026 event that it will significantly expand the ecosystem of its Nvidia Drive Hyperion robotaxi-ready platform, bringing together global automakers,...
Tuesday 2 June 2026
Solomon integrates Nvidia NemoClaw to enable more autonomous humanoid robots
Solomon, an AI 3D vision company, announced at COMPUTEX 2026 that it had integrated Nvidia's NemoClaw architecture to coordinate multiple AI agents for humanoid robots, combining inference,...
Tuesday 2 June 2026
Honor launches entry-level X6d 5G in Taiwan as low-end competition heats up
Honor expanded its Taiwan lineup with the launch of the Honor X6d 5G after entering the market in April 2026 with a flagship model, the company announced, seeking to capitalize on...
Tuesday 2 June 2026
Twoway Group sees three years of growth from North America DOCSIS 4.0 upgrade cycle
Twoway Group held its shareholders meeting on June 1, during which shareholders approved the company's 2025 financial statements and profit distribution plan.
Tuesday 2 June 2026
Asus broadens its AI push as servers, AI PCs, and robots become strategic bets
Asus chairman Jonney Shih said the company is extending its AI strategy beyond servers into agentic AI, edge AI, and physical AI, while treating humanoid robots as a major future market...
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...