CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 22 July 2026
Explainer: Why Wistron opened a factory in Texas — why it's the first node in America's reindustrialization

When Wistron opened its 324,000-square-foot plant in Fort Worth, Texas on July 21, it was easy to read the moment as a single company's...

Wednesday 22 July 2026
Intel cuts data center jobs again despite rising AI server demand

Intel has confirmed a fresh round of job cuts in its Data Center Group (DCG), although it did not disclose the number of positions...

Wednesday 22 July 2026
Commentary: Gulf state's Sovereign Wealth Fund pours into ASEAN, eyeing stake in AI infrastructure supply chains

ASEAN's AI boom is taking on a dual role as both a "no-man's land" and an international hub from Singapore's perspective, while investors...

Wednesday 22 July 2026
Samsung's next Galaxy phones may deepen Qualcomm reliance, underscoring the limits of Exynos revival
Samsung Electronics is expected to rely heavily on Qualcomm chips in its next Galaxy phones, according to market reports, a sign that the company is still prioritizing flagship performance...
Wednesday 22 July 2026
Wistron opens first US mass-production plant; Jensen Huang says more factories needed as Nvidia capacity doubles
Wistron officially opened its Dallas, Texas plant on July 21, becoming the company's first mass-production facility in the US and the first US mass-production plant among Nvidia's...
Wednesday 22 July 2026
'Don't panic about Kimi K3': Jensen Huang claims everyone got the logic backwards

The AI industry may be riding a wave of momentum, but two clouds have recently unsettled the outlook: growing public opposition to...

Wednesday 22 July 2026
Nvidia details AI rack strategy with Vera Rubin NVL72 and custom Vera CPU

Nvidia's newly detailed Vera Rubin NVL72 is being pitched less as a faster chip and more as a cheaper unit of AI output. This shift...

Wednesday 22 July 2026
WAIC 2026: Biren's 1,024-GPU NPO super node sharpens China's AI infrastructure race

Chinese GPU developer Biren Technology unveiled a next-generation near-packaged optics (NPO) super node at the World Artificial Intelligence...

Wednesday 22 July 2026
Supermicro's record US$60 billion orders, tied to SpaceX, overshadow soft revenue
Supermicro's preliminary fourth-quarter results suggest the server maker's bet on rack-scale AI infrastructure is beginning to pay off in profitability, not just volume — and...
Wednesday 22 July 2026
Apple and Samsung drive foldables toward 4:3 displays as market enters next design cycle
The global foldable smartphone market is entering a new product cycle as Apple prepares to debut its first foldable iPhone and Samsung Electronics reportedly reshapes its foldable...
Wednesday 22 July 2026
Xiaomi raises 2026 phone target as memory prices strain brands
China's smartphone market is seeing a shift in demand trends. Xiaomi has reportedly raised its full-year 2026 smartphone shipment target from about 90 million units to 110 million,...
Wednesday 22 July 2026
Samsung disputes report of V10 NAND shipments to Nvidia
Samsung Electronics has disputed a report that it had begun supplying its 10th-generation V-NAND to Nvidia and was preparing to expand production ahead of the US chipmaker's CMX storage...
Wednesday 22 July 2026
Tesla's EV platform powers Optimus scale production edge
Tesla's humanoid robot Optimus is set to begin mass production at the end of July, according to supply chain sources. Tesla previously retooled an electric vehicle production line...
Wednesday 22 July 2026
Ablecom expands Taoyuan capacity to meet rising AI server rack demand
Ablecom Technology said it is expanding production capacity in Taoyuan, Taiwan, as demand grows for AI high-density compute and hyperscale data center buildouts. The chassis and advanced...