Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 29 September 2026

GF's MIPS bets on RISC-V physical AI, expands into autos and data centers

MIPS, a GlobalFoundries (GF) unit, said it has completed its integration with the ARC unit acquired from Synopsys earlier this year and is using the move to position RISC-V for physical...

Tuesday 29 September 2026

Qualcomm, Liquid AI tout on-device AI potential at Snapdragon Summit

Qualcomm Technologies held its Snapdragon Summit 2026 in Maui, Hawaii, from September 22 to 24. During the keynote on the second day, Qualcomm president and CEO Cristiano Amon spoke...

Tuesday 29 September 2026

AI server MLCC prices rise as Chinese suppliers gain ground in generic parts

Multilayer ceramic capacitor (MLCC) prices for AI servers have continued to climb, while prices for general-purpose components used...

Tuesday 29 September 2026

Apple's foldable iPhone Duo faces low yields ahead of October launch

Apple's first foldable handset, the iPhone Duo, is nearing launch in October, but reports from China said production remains constrained by low yields in final assembly, panels, and...

Tuesday 29 September 2026

Advantech's North America expansion signals a deeper shift toward local manufacturing, services

Advantech is expanding manufacturing, engineering, and fulfillment capabilities in North America as demand grows for locally designed...

Monday 28 September 2026

Apple keeps iPhone Duo in China, exposing limits of India's phone supply chain

Apple's first foldable iPhone has become a test of how far India has come as a manufacturing base, and the answer is sobering. As India-assembled...

Sunday 27 September 2026

Meta Muse fuels agentic AI demand, tightening CPU supply

Meta's AI assistant Muse is drawing strong market response, and the rise of agentic AI is drawing attention to AI infrastructure shortages...

Friday 25 September 2026

Akamai plans US$5.5 billion cloud buildout after US$11.6 billion Anthropic deal

Akamai Technologies plans to spend about US$5.5 billion building cloud infrastructure to support a US$11.6 billion, seven-year commitment from Anthropic, as the US cloud provider expands...

Friday 25 September 2026

Interview: Intel director talks physical AI, business models, and robotics' future

Physical AI is accelerating like never before. Autonomous intelligent machines can walk, run, fly, swim, and assemble car parts in under a minute. New advances in AI models and technologies...

Friday 25 September 2026

Interview: GMI Cloud bets on Taiwan as a proving ground for global AI expansion

GMI Cloud is making Taiwan a key part of its global AI infrastructure expansion, with a US$500 million investment in an AI factory powered by Nvidia's Blackwell GPUs. Announced in...

Thursday 24 September 2026

Microsoft to invest US$10B in Middle East AI infrastructure, despite war risks

Microsoft announced that it will invest US$10 billion in expanding AI infrastructure in the Middle East by 2030. The commitment directs funding to a region facing threats from the...

Thursday 24 September 2026

ASRock Industrial revenue jumps 95% in 1H26 on North America deal

ASRock Industrial, the industrial PC (IPC) arm of ASRock, posted a 95.4% year-over-year surge in first-half 2026 revenue after winning a major North American streaming services contract...

Thursday 24 September 2026

LG sharpens focus on data centers, robotics, chip materials

LG Group is sharpening its focus on data centers, robotics, semiconductor materials, and enterprise AI as the South Korean conglomerate...

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...

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