Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 7 May 2026

Alphabet's global debt blitz underscores explosive AI funding boom across tech industry

Alphabet has significantly expanded its global borrowing program to finance artificial intelligence (AI) infrastructure, raising nearly US$17 billion through euro- and Canadian dollar-denominated...

Thursday 7 May 2026

From market leader to exit: Samsung pulls out of China's home appliances market

Samsung Electronics' decision to withdraw from China's home appliance market marks the end of a long and gradual erosion of its once-dominant...

Thursday 7 May 2026

From chips to telecoms, South Korea faces an AI-era labor reckoning

Labor tensions across South Korea's technology sector are intensifying, and the conflict is no longer confined to traditional disputes between workers and management. Increasingly,...

Thursday 7 May 2026

Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates

Yotta Data Services is considering an initial public offering in Mumbai that could raise as much as US$900 million, according to sources familiar with the matter, as reported by Bloomberg...

Thursday 7 May 2026

Inventec sees strong NB and server demand but warns of component-driven margin pressure

Inventec reported April 2026 revenue of NT$84.786 billion (US$2.68 billion), down 3.17% month on month but up 36.53% year on year, signaling continued momentum in its notebook and...

Thursday 7 May 2026

Flex says separate AI infrastructure company will better address hyperscaler power and thermal needs

Flex has announced a strategic plan to spin off its Cloud and Power Infrastructure (CPI) segment into an independent, publicly-traded company, with the transaction expected to be completed...

Thursday 7 May 2026

Nvidia, AMD and Intel starve the PC market to feed the AI boom

The AI boom is beginning to cannibalize the very consumer hardware market that once fueled the PC industry's growth.

Thursday 7 May 2026

Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand

During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers...

Thursday 7 May 2026

Taiwan component maker Fositek rides AI server cooling demand

Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet...

Thursday 7 May 2026

Automakers face 2029 deadline to deploy quantum-resistant security systems

The opening of Taiwan's annual cybersecurity conference Cybersec 2026 has underscored a rapid global realignment in automotive cyber strategy, as major carmakers race to redefine security...

Thursday 7 May 2026

As AI expands, broadband upgrades fuel growth at Sercomm

Broadband equipment maker Sercomm reported a sharp surge in revenue for April, underscoring how demand for faster networks, fueled in part...

Thursday 7 May 2026

Supply chain walks pricing tightrope as AI demand lifts costs

The rapid spread of generative AI applications and rising demand for computing power have pushed global data center construction into...

Thursday 7 May 2026

Memory hikes slow telecom orders, but network chipmakers stay upbeat

Network infrastructure demand in 2026 remains broadly positive as telecom operators in Europe and the US prepare for future AI use cases. Chipmakers say the growth is not just about...

Thursday 7 May 2026

EU joins telecom coalition as 6G rivalry with China intensifies

The European Union has become the first strategic partner of the Global Coalition on Telecommunications, or GCOT, expanding a Western-led...

Wednesday 6 May 2026

'Chipflation' hits Samsung, boosts Apple results

As soaring memory prices fuel "chipflation," Samsung Electronics and Apple are taking sharply different approaches. Samsung's Mobile eXperience (MX) division is trying to protect profitability...

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