Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 13 August 2026

Lightmatter white paper targets fragmented supply chain, barriers to photonic interconnect deployment

Bijan Nowroozi, Head of Ecosystem Development at Lightmatter, announced at the OCP APAC Summit 2026 that the company has released an infrastructure white paper aimed at building a...

Thursday 13 August 2026

Nvidia's compute financing push signals a new phase for AI spending

Nvidia's plan to assemble more than US$500 billion in third-party capital for AI infrastructure could reshape how the industry pays for compute. By bringing major Wall Street firms...

Thursday 13 August 2026

Foxconn buys new land for optical communications expansion

Foxconn approved the purchase of an industrial property in New Taipei City's Tucheng District for NT$1 billion (US$31.08 million),...

Thursday 13 August 2026

OCP APAC 2026: Intel sees agentic AI shifting bottlenecks toward CPUs, memory

Intel sees agentic AI changing the balance of AI servers, as CPU orchestration, memory capacity and data movement emerge as performance constraints even when more GPU capacity is a...

Thursday 13 August 2026

409.6T switches could push industry toward CPO, Arista says

Co-packaged optics (CPO) has become a major focus of the optical networking industry, but pluggable modules remain the mainstream choice for optical interconnects. At a silicon photonics...

Thursday 13 August 2026

India's L&T transfers data center and cloud business to Vyoma.AI for INR14 billion

Larsen & Toubro (L&T) has agreed to transfer its data center and cloud services business to Vyoma.AI, a wholly owned subsidiary, for INR14 billion (approx. US$146.7 million)...

Thursday 13 August 2026

Taiwanese makers see humanoid robot supply-chain gains as technical hurdles linger

The humanoid robot market is opening new AI supply-chain opportunities for Taiwanese manufacturers, while lifting broader robotics...

Thursday 13 August 2026

Anli-KY lifts July revenue on AI server and drone product shipments

Anli International reported its first-half results on August 11 after announcing the previous day that increased shipments of AI server and drone-related products had pushed July consolidated...

Thursday 13 August 2026

Inventec posts record second-quarter profit as notebook margins narrow

Inventec reported record net profit and earnings per share in 2Q26, even as gross margin declined and supply constraints intensified. The Taiwan-based electronics manufacturer said...

Wednesday 12 August 2026

OCP APAC 2026: Google says 48V hits wall as AI racks head toward megawatt scale

Google used its keynote at the OCP APAC Summit in Taipei on August 11 to argue that the 48V power architecture widely used in data centers is running out of headroom as AI racks move...

Wednesday 12 August 2026

OCP APAC 2026: AMD sees AI agents pushing CPU-GPU ratio toward 1:1

AMD expects the shift from chatbots to agentic AI to sharply increase CPU demand alongside GPU acceleration, potentially moving the traditional CPU-to-GPU ratio from roughly 1:4 toward...

Wednesday 12 August 2026

Sercomm expands beyond broadband into 5G, edge AI and IoT as 2Q26 revenue hits record high

Taiwan's Sercomm Corporation is repositioning itself for the next phase of network infrastructure demand by expanding beyond traditional broadband equipment into 5G, fixed wireless...

Wednesday 12 August 2026

Nvidia reportedly planning trillion-parameter Nemotron 4 in open-source push

Nvidia is intensifying its open-source strategy through its upcoming trillion-parameter model in the Nemotron 4 family, which is meant...

Wednesday 12 August 2026

OCP APAC 2026: Cloud AI's growth hits a new bottleneck— networking, not compute

At the 2026 OCP APAC Summit, debate over networking architectures in cloud AI data centers sharpened as industry players said the main...

Wednesday 12 August 2026

FocalTech expects demand to improve in the second half of 2026

Touch controller and display driver IC maker FocalTech Systems said it saw revenue regain quarter-on-quarter momentum in the second quarter of 2026 as the 618 shopping festival, new...

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