Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 27 February 2026

Nobel laureate John Martinis explains quantum computing's industrial revolution from lab to fab

As AI dominance drives computing costs to unprecedented heights, a surprising truth is emerging at the front of quantum technology: the future of AI may depend not on replacing classical...

Thursday 26 February 2026

BizLink sees HPC and semiconductor revenue surpass 50% with AI data center upgrade wave

As generative AI drives rapid expansion in data centers and high-performance computing (HPC) infrastructure, the importance of interconnect technology is evolving from traditional...

Thursday 26 February 2026

Nvidia constrained in China as local AI players strengthen market position

Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...

Thursday 26 February 2026

King Slide says GenAI-driven density surge will raise slide rail demand and reshape supply footprints

King Slide, a manufacturer of server slide rails, told investors on its fourth-quarter 2025 earnings call on February 25 that generative AI-driven upgrades to data center architectures...

Thursday 26 February 2026

Cloud AI's ripple effect: A comeback for 8-inch wafers

The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.

Thursday 26 February 2026

Samsung pushes Galaxy S26 output despite chipflation headwinds

On February 26, 2026, Samsung Electronics officially launched its latest flagship Galaxy S26 smartphone series alongside the new Galaxy Buds4 wireless earbuds, signaling a renewed...

Thursday 26 February 2026

As US-China trade frays, Taiwan emerges at the center of America's AI supply chain

Amid a deepening structural decoupling between the US and China and the full-scale launch of the artificial intelligence (AI) investment...

Thursday 26 February 2026

Nvidia says space data centers are feasible but uneconomic for now

At the latest earnings call on February 25, Nvidia chief executive Jensen Huang said deploying data centers in space is technically feasible but currently uneconomic. However, he expects...

Thursday 26 February 2026

Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture

At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained...

Thursday 26 February 2026

Coretronic turns a corner as robotics and MEMS units hit profitability

Coretronic Corp. has accelerated its transformation from a traditional backlight module supplier into a diversified technology group spanning AI sensing, drones, and automated logistics...

Thursday 26 February 2026

Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters

Nvidia said uncertainty over China shipments and tight product supply remain key constraints, even as generative AI drives record capital spending by hyperscalers and sovereign customers...

Thursday 26 February 2026

Insight: Qualcomm ships rack-scale AI systems built on 2019 AI 100 chip; analyst sees structural barriers

Qualcomm has begun delivering rack-scale AI hardware and software systems for data centers, built around its AI 100 inference chip. The move signals a renewed push into a market where...

Thursday 26 February 2026

Nvidia says AI monetization supports sustained CSP capex

During the earnings call on February 25, Nvidia said record capex plans by major cloud service providers reflect a structural shift toward monetizable AI workloads, with management...

Thursday 26 February 2026

Nvidia's strong quarter and outsized guidance soothe fears of an AI investment bubble

On February 25, Nvidia's blowout fourth-quarter results and bullish fiscal-2027 guidancehelped dispel recent market worries that the AI spending boom may be an unsustainable bubble,...

Wednesday 25 February 2026

Nvidia deploys AI-driven cybersecurity to protect critical infrastructure

Nvidia is extending its enterprise infrastructure strategy into operational technology (OT) cybersecurity, applying accelerated computing and AI to protect energy grids, manufacturing...

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