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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 29 October 2026
Microsoft's cloud growth outpaces infrastructure spending delays
Microsoft's latest results suggest that enterprise demand for cloud computing and artificial intelligence is supporting stronger operating earnings even as some infrastructure capacity...
Thursday 29 October 2026
iPhone Duo sales beat expectations as first batch sells out
Apple's first foldable smartphone, the iPhone Duo, saw strong demand despite a typhoon disrupting its launch day. Telecom operators said sales have remained robust since the launch,...
Thursday 29 October 2026
Satellite industry faces major shake-up as data connectivity set to capture 68% of service revenue by 2035
Global satellite service revenue is projected to grow 44% over the next decade, reaching US$145 billion by 2035, according to the 33rd edition of Novaspace's Satellite Connectivity...
Thursday 29 October 2026
Kentec sees strong AI data center orders despite financing concerns
Kentec, a subsidiary of Kenmec Group and an engineering integrator providing complete AI data center infrastructure solutions, continues to see strong order visibility for its containerized...
Thursday 29 October 2026
LG Innotek revenue tops KRW6T in 3Q26, profit halves
LG Innotek’s 2026 third-quarter revenue topped KRW6 trillion (approximately US$4.52 billion) for the first time, driven by new mobile-device launches and technology adoption...
Wednesday 28 October 2026
Oracle accelerates AI chip diversification with Cerebras, Google, and SambaNova deals
Oracle has signed partnerships with Cerebras and other chipmakers to host their chips in its cloud infrastructure. The Cerebras deal gives the chipmaker a new large customer to anchor...
Wednesday 28 October 2026
Cloud AI costs drive demand for on-premises computing, squeezing Asus RTX Spark supply
Asus and Intel on October 27 unveiled the new commercial laptop Asus ExpertBook A7 in Taiwan, as on-premises AI computing devices gain attention from enterprises and creators alongside...
Wednesday 28 October 2026
AMD to invest US$1 billion in Meta's stock sale as Helios racks enter testing
AMD is backing one of its largest AI customers with capital and chips. Alongside an update on its hardware work with Meta, the chipmaker said on October 27 that it will invest US$1...
Wednesday 28 October 2026
Google TPUs land Oracle, with OpenAI reportedly next
Google's tensor processing unit (TPU) business has gained one confirmed and one reported major customer within a week, adding pressure on Nvidia, whose graphics processors still dominate...
Wednesday 28 October 2026
Celestica says awarded programs already put 2028 demand above its 2027 outlook
Celestica said customer demand forecasts for 2028, based solely on programs it has already won, are "meaningfully higher" than its 2027 revenue outlook, as it used its October 27 Investor...
Wednesday 28 October 2026
Nvidia DSX POD targets AI factories as Microsoft and AWS push modular data centers to the edge
Nvidia's newly unveiled DSX POD promises to accelerate AI data-center deployment from months to weeks, joining earlier modular offerings from Microsoft and Amazon Web Services (AWS)...
Wednesday 28 October 2026
Huawei elevates consumer chief Gang He to board as consumer unit gains strategic weight
Huawei Technologies has reshuffled its top leadership, appointing Consumer Business Group (BG) CEO Gang He to its 17-member board. The move follows the departure of former board member...
Wednesday 28 October 2026
FarEasTone, Elveo Mobile expand satellite-to-phone connectivity in Taiwan
FarEasTone Telecommunications signed a cooperation agreement with Direct-to-Device (D2D) satellite communications provider Elveo Mobile on October 27 to expand satellite-to-phone services...
Wednesday 28 October 2026
SpaceX turns Nvidia GPUs into long-duration assets with US$40 billion Apollo deal
The momentum surrounding chip financing is being met with a subtler but increasingly consequential shift in how AI infrastructure is funded, as technology giants expand compute commitments...
Wednesday 28 October 2026
Analysis: 3M's investment in Genius Electronic Optical puts EBO mass production to the test
US materials giant 3M recently entered into a strategic partnership with Taiwanese optical component manufacturer Genius Electronic Optical (GSEO), with plans to acquire a 4.7% stake...