Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 7 May 2026

Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand

During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers...

Thursday 7 May 2026

Taiwan component maker Fositek rides AI server cooling demand

Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet...

Thursday 7 May 2026

Automakers face 2029 deadline to deploy quantum-resistant security systems

The opening of Taiwan's annual cybersecurity conference Cybersec 2026 has underscored a rapid global realignment in automotive cyber strategy, as major carmakers race to redefine security...

Thursday 7 May 2026

As AI expands, broadband upgrades fuel growth at Sercomm

Broadband equipment maker Sercomm reported a sharp surge in revenue for April, underscoring how demand for faster networks, fueled in part...

Thursday 7 May 2026

Supply chain walks pricing tightrope as AI demand lifts costs

The rapid spread of generative AI applications and rising demand for computing power have pushed global data center construction into...

Thursday 7 May 2026

Memory hikes slow telecom orders, but network chipmakers stay upbeat

Network infrastructure demand in 2026 remains broadly positive as telecom operators in Europe and the US prepare for future AI use cases. Chipmakers say the growth is not just about...

Thursday 7 May 2026

EU joins telecom coalition as 6G rivalry with China intensifies

The European Union has become the first strategic partner of the Global Coalition on Telecommunications, or GCOT, expanding a Western-led...

Wednesday 6 May 2026

'Chipflation' hits Samsung, boosts Apple results

As soaring memory prices fuel "chipflation," Samsung Electronics and Apple are taking sharply different approaches. Samsung's Mobile eXperience (MX) division is trying to protect profitability...

Wednesday 6 May 2026

Anthropic strikes massive cloud pact with Google, highlighting AI industry concentration

A sweeping new agreement between Anthropic and Google Cloud is throwing into sharp relief just how concentrated — and how enormous...

Wednesday 6 May 2026

Intel Capital leads QuantWare's US$178 million bet on hyperscale quantum computing ambitions

QuantWare's US$178 million Series B round aims to accelerate the global rollout of larger, industrial-scale quantum processors, promising hyperscale quantum compute through its VIO-40K...

Wednesday 6 May 2026

Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027...

Wednesday 6 May 2026

MediaTek unit Airoha targets AI networking surge with triple optical growth

MediaTek subsidiary Airoha Technology said its first-quarter 2026 performance met expectations, driven by continued improvement in product mix and accelerating demand across its optical...

Wednesday 6 May 2026

RichWave sees Wi-Fi 7 growth outrunning memory price pressure

Radio frequency (RF) front-end chip maker RichWave said on May 4 that Wi-Fi 7 momentum will remain very strong in the first quarter of 2026, even as rising memory and component costs...

Wednesday 6 May 2026

Explainer: Why Supermicro's margins bounced back — one customer pulled back

Supermicro's third-quarter of fiscal 2026 gross margins snapped back to 10.1% non-GAAP, up from 6.4% in the second quarter of fiscal 2026. CEO Charles Liang attributed the recovery...

Wednesday 6 May 2026

Analysis: The US$2.5 billion smuggling case hanging over Supermicro's US$40 billion year

Supermicro CEO Charles Liang used the opening of his fiscal third quarter of 2026 earnings call to address a topic unrelated to revenue or margins: the DOJ indictment of former employees...

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