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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 9 June 2026
Adata, Macronix report record May revenue amid rising memory demand, prices
Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive...
Tuesday 9 June 2026
Commentary: COMPUTEX 2026 shows AI race moving from GPUs to ecosystems
One of the clearest shifts at COMPUTEX 2026 was that suppliers across the AI supply chain were no longer talking only about GPUs. The conversation has moved toward how CPUs, GPUs,...
Tuesday 9 June 2026
Chief Telecom eyes stronger second half on AI data center demand
Chief Telecom reported May 2026 revenue of NT$334 million (US$10.61 million), down 25.22% from a year earlier, but the decline largely reflected a high comparison base created by one-off...
Tuesday 9 June 2026
Commentary: How Nvidia turned Computex into its own annual coronation
Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending...
Tuesday 9 June 2026
Amazon, Corning strike multibillion-dollar deal to expand US fiber optic output
Amazon has reached a multiyear, multibillion-dollar agreement with Corning to supply optical fiber, cable, and connectivity equipment for its US data centers, a move that stands to...
Tuesday 9 June 2026
AMD commits up to GBP2 billion to speed AI research in the UK
AMD said on June 8 it plans to invest up to GBP2 billion (approx. US$2.67 billion) in the UK over the next five years to accelerate AI innovation and research and broaden access to...
Tuesday 9 June 2026
Jensen Huang deepens LG alliance as Nvidia expands its AI ambitions in South Korea
After concluding a meeting with SK Group on the morning of June 8, Nvidia CEO Jensen Huang traveled to LG Group's headquarters, the LG Twin Towers in Seoul's Yeouido district, for...
Tuesday 9 June 2026
Apple Intelligence expansion hits roadblocks in China and EU, raising fragmentation concerns
Apple unveiled a sweeping overhaul of its artificial intelligence offering at WWDC 2026 on June 8, but two of its most important markets — China and the EU — will not receive...
Tuesday 9 June 2026
Taiwan server makers post strong May sales as AI demand continues to drive orders
Taiwan's leading server manufacturers reported strong May sales, underscoring how global AI infrastructure spending is reshaping demand for data center hardware. The gains point to...
Tuesday 9 June 2026
Cooling parts maker Global PMX wins AI server liquid-cooling supply and expects high-margin shipments in second half
Automotive power and safety parts manufacturer Global PMX said it secured placements in the supply chains of leading AI chip and rack makers and expected a wave of high-margin liquid-cooling...
Tuesday 9 June 2026
Panasonic raises SP-Cap prices as AI drives passive component demand
Passive component prices are staying elevated as AI continues to drive demand, with industry sources saying pricing in 2026 will remain at high levels. Panasonic is set to launch a...
Tuesday 9 June 2026
Microsoft shifts AI cost burden toward devices as cloud bills climb
Microsoft is rethinking how the costs of artificial intelligence (AI) are distributed, with global implications for enterprise software pricing, cloud spending, and device strategy...
Monday 8 June 2026
Beijing backs orbital computing in bid for AI leadership
China is accelerating its push into space-based computing, betting that the next frontier of artificial intelligence infrastructure may lie beyond Earth.
Monday 8 June 2026
Dreame under scrutiny for breakneck expansion pace and state-owned funding
A city in China has begun investigating the connections between its local companies and Dreame Technology, a Chinese company known for its robot vacuum cleaners that has reportedly...
Monday 8 June 2026
Uneec breaks into IT, liquid cooling racks on AI demand
Demand for artificial intelligence (AI) is pushing server chassis manufacturers to expand into the server rack business. Chenming Electronic Tech (Uneec) is optimistic about its rack...