Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 15 July 2026

IBM issues rare mid-quarter warning as AI-driven memory shortage shifts enterprise spending away from software

A rare mid-quarter warning from IBM triggered the sharpest single-day decline in the company's 115-year history on Tuesday, and the reasons chief executive Arvind Krishna gave point...

Wednesday 15 July 2026

Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates

Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence...

Wednesday 15 July 2026

QBit Semiconductor June revenue hits record as SoC and ASIC demand rises

QBit Semiconductor reported a June consolidated revenue of NT$132 million (US$4.1 million) in 2026, a record high marking a rise of 108.5% from the previous month and 41.1% from a...

Wednesday 15 July 2026

AI image sensor chip makers accelerate shift to algorithms, modules

AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as...

Tuesday 14 July 2026

Nvidia cuts list of approved Asian chip buyers by more than half to prevent diversion to China

Nvidia has removed more than half of the Asian customers it previously authorized to buy its advanced chips, after creating a new internal...

Tuesday 14 July 2026

Rambus unveils DDR5 9600 chipset for next-generation AI servers

Rambus has introduced a new DDR5 9600 server RDIMM chipset aimed at faster, denser data center memory systems. The move matters beyond one supplier because higher bandwidth and better...

Tuesday 14 July 2026

Huaqin expects first-half net profit to jump over 50%, but core earnings growth stays modest

Chinese contract-manufacturing giant Huaqin Technology expects its net profit for the first half of 2026 to rise between 53.5% and 61.5% year-over-year, to a range of CNY2.9 billion...

Tuesday 14 July 2026

Global smartphone shipments fall to the lowest 2Q level since 2013 amid memory shortage

According to Counterpoint's latest market tracker, global smartphone shipments fell sharply in the second quarter of 2026, underscoring...

Tuesday 14 July 2026

Google reportedly ramps up TPU push to court Nvidia-backed cloud providers

Google is intensifying its effort to expand adoption of its in-house Tensor Processing Units (TPUs), taking direct aim at Nvidia's...

Tuesday 14 July 2026

Gemtek says optical module ramp will drive growth from 2027

Gemtek Technology said its high-speed optical module business is set to become a major growth driver from 2027, after a business model transition weighed on first-half revenue. The...

Tuesday 14 July 2026

Agility Robotics-backed Mantis Robotics sets 2027 rollout for dual-arm MR-X robot

US robotics startup Mantis Robotics, backed by Agility Robotics, has unveiled its MR-X dual-arm industrial robot and said it will target manufacturing, logistics, warehousing and smart...

Tuesday 14 July 2026

Aurotek posts record first-half revenue on semiconductor automation demand

Aurotek Corp. said revenue in the second quarter and first half of 2026 reached record highs as demand from semiconductors and smart automation accelerated. The Taiwanese automation...

Tuesday 14 July 2026

Academia Sinica lifts Taiwan 2026 growth outlook to 10.16% on AI demand

Academia Sinica's Institute of Economics raised Taiwan's 2026 real GDP growth forecast to 10.16% on July 13, citing strong AI-related demand, exports, private investment and consumer...

Tuesday 14 July 2026

Taiwan raises 2026 growth outlook as AI demand drives exports and investment

Taiwan's economy has continued to outperform expectations as research institutions repeatedly lifted growth forecasts over the past two years. According to Academia Sinica's Institute...

Tuesday 14 July 2026

China quantum research wins UNESCO, IEEE honors

China's quantum technology research has drawn renewed international academic recognition. The University of Science and Technology of China (USTC) said Chinese Academy of Sciences...

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