Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 10 September 2026

Taiwan chipmakers target humanoid robots beyond the 'brain,' focusing on vision, motor control

Taiwanese IC design companies have recently begun highlighting opportunities in physical AI and robotics. Arm's recently announced expansion...

Thursday 10 September 2026

AI semiconductor equipment boom redraws Taiwan IPC market: Edge AI, advanced packaging lift high-end demand

AI and high-performance computing (HPC) demand is sustaining strong investment in advanced semiconductor processes, high-bandwidth memory (HBM), and advanced packaging, lifting the...

Thursday 10 September 2026

Wistron, Wiwynn hit record August revenue as board approves US$200 Million for US, Vietnam expansion

Wistron and Wiwynn both posted record-high monthly revenue in August 2026 as shipments of artificial intelligence (AI) servers continue to expand. Both companies remain highly confident...

Thursday 10 September 2026

Firmus, OpenAI strike compute deal for Malaysia AI factories

Firmus and OpenAI have announced a multi-year strategic partnership that will add dedicated AI compute capacity in Malaysia, underscoring how Asia-Pacific is becoming central to global...

Thursday 10 September 2026

Naver pitches a Europe-facing AI factory to France as Brookfield deal moves ahead

Naver is trying to export the AI factory model it is building at home, telling French companies and institutions this week that it wants to combine France's energy base with its own...

Thursday 10 September 2026

Samsung SDS broadens AI push from software to factory robots

Samsung SDS is using its enterprise AI strategy to move beyond office automation and into factory robotics, betting that its systems-integration experience can turn fragmented robot...

Thursday 10 September 2026

JD Cloud plans 100,000-GPU cluster built on Moore Threads chips

JD Cloud said on September 9 that it plans to build a 100,000-card cluster of full-function GPUs supplied by Moore Threads, a deployment the company describes as the first time domestic...

Thursday 10 September 2026

CIOE: Morphotonics draws on display background to break AR waveguide bottlenecks

At the China International Optoelectronic Expo (CIOE), Morphotonics, a Netherlands-based nanoimprint lithography company, made the case that the quickest way to reach affordable AR...

Thursday 10 September 2026

Apple's iPhone Duo raises the stakes for foldable smartphone cameras

Apple's foldable iPhone Duo could reshape the global smartphone market, pushing Android brands to move faster on foldable handsets and...

Thursday 10 September 2026

China's 6G race starts before the first 6G phone as satellite links move into the network core

China's next-generation communications push is beginning to reveal a broader ambition than simply putting faster wireless connections...

Thursday 10 September 2026

Wiwynn sees AI server shipments to overtake general-purpose servers in 3Q26

Wiwynn Corporation said AI server shipments will overtake general-purpose server shipments in the third quarter of 2026, with the two expected to account for roughly half each, while...

Thursday 10 September 2026

Apple just put a US$700 premium on hinges — seven supply chain takeaways

These are the seven supply chain takeaways from Apple's announcements on September 10, covering new iPhone models, new AirPods, chips, and upgrades to its ecosystem.

Thursday 10 September 2026

Apple's John Ternus puts iPhone at AI center stage

Apple CEO John Ternus used his first major event as chief executive to signal where the company is headed after officially succeeding...

Thursday 10 September 2026

Apple's A20 Pro pushes mobile chips into the 2nm era — but AI may be the bigger disruption

For years, smartphone processors have competed through a familiar formula: faster CPUs, stronger graphics, and increasingly smaller...

Thursday 10 September 2026

Google plans EUR13 billion Finland investment to expand data centers, clean energy

Google said it will invest EUR13 billion (US$15.11 billion) in Finland over the next two years, underscoring how data center growth, clean power, and local skills investment are becoming...

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