Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 24 September 2026

Alibaba Cloud accelerates AI infrastructure buildout with 20GW target, eight-market expansion

AI adoption is accelerating, prompting global cloud providers to step up data center investment. Alibaba Cloud, the cloud computing...

Thursday 24 September 2026

Nscale's biggest customer: a Singapore unit with US$1,000 in capital, owned by ByteDance's AI brand holder

Nscale, the UK AI cloud company preparing a US listing at a reported US$35 billion valuation, got nearly three-quarters of its 2025 sales from a Singapore company. Singapore and US...

Thursday 24 September 2026

South Korea chip, panel lines stay on as AI, iPhone demand surges

South Korea's major semiconductor, display, and electronics parts factories are staying open through the Chuseok holiday as AI-driven...

Thursday 24 September 2026

IEI sees network security, video growth through 2028

Industrial PC maker IEI Integration said on September 23 that it remains upbeat on full-year 2026 revenue, expecting double-digit growth...

Thursday 24 September 2026

Commentary: Apple's M8 Ultra AI server plan could pull Apple Silicon into Nvidia's enterprise infrastructure game

After more than a decade away, Apple may be preparing to return to the enterprise server market. According to

Thursday 24 September 2026
Supermicro begins shipping Nvidia Vera Rubin NVL72 AI racks
Supermicro has begun shipping Nvidia's next-generation Vera Rubin NVL72 systems, moving the rack-scale platform from product demonstrations into customer deployments as AI infrastructure...

Thursday 24 September 2026
Qualcomm's PickNik deal brings robotics software to its edge AI push
MoveIt's integration with Qualcomm's Dragonwing and Arduino platforms could give robot builders a more direct route from on-device AI to motion planning and control, while also testing...

Thursday 24 September 2026
How Apple's iPhone Duo uses a 10-layer architecture to minimize crease
Apple's long-rumored first foldable phone, the iPhone Duo, has finally been unveiled alongside the iPhone 18 Pro series, marking new CEO John Ternus's debut at the company. In interviews...

Thursday 24 September 2026
GMI AI compute leasing business sells out in US as big users lock in long contracts
GMI Technology, a Taiwan-based electronics component distributor and application solutions provider, said its AI computing rental business...

Thursday 24 September 2026
ASRock Industrial's game-streaming win signals longer revenue tail, but supply risks remain
ASRock Industrial has secured a large North American game-streaming services project that could extend well into 2027, according to...

Wednesday 23 September 2026
LG Electronics, Microsoft enter partnership on AI data centers, physical AI
LG Electronics entered a partnership with Microsoft to cooperate on a range of AI initiatives. The two firms agreed to work together on AI data centers, LG Electronics' AI data transformation,...

Wednesday 23 September 2026
Qualcomm and Google eye Agentic AI, expand partnership to GoogleBook, automotives
During his keynote at Snapdragon Summit 2026, Qualcomm President and CEO Cristiano Amon invited Rick Osterloh, Senior Vice President of Platforms and Devices at Google, on stage to...

Wednesday 23 September 2026
ZDT prices US$800M ECB to expand AI server PCB push
Printed circuit board (PCB) maker Zhen Ding Technology (ZDT) Group completed pricing of its sixth overseas convertible bond issue on...

Wednesday 23 September 2026
LG Energy enters Nvidia's ecosystem as it pivots batteries to data centers
LG Energy's battery energy storage system (BESS) has entered Nvidia's AI Factory ecosystem. Its qualification by the chipmaker comes as LG Energy is reorienting its North American...

Wednesday 23 September 2026
Gigabyte's Giga Computing sets up AI factory in Taiwan to accelerate rack validation
Gigabyte's AI server shipments continue to accelerate, lifting revenue and profit while prompting capacity expansion. For the first...

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