Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 16 July 2026

Apple reportedly explores AI chip acquisitions as it races to strengthen its infrastructure

Apple is exploring acquisitions of semiconductor companies to accelerate development of AI server chips, reflecting mounting pressure to improve the computing infrastructure behind...

Thursday 16 July 2026

Nvidia doubles down on the land of the rising GPU, wiring Blackwell into Japan's science, banks, factories and cars

Nvidia has laid out a sweeping expansion of its Japanese footprint. The company is moving beyond one-off supercomputer wins to embed...

Thursday 16 July 2026

Memory and CPU supply gaps threaten server shipments in 3Q26

Component shortages that began with PCs and smartphones are now spreading to servers. Inventec, a leading server motherboard maker, said supply gaps will continue widening from the...

Thursday 16 July 2026

Samsung may scale back foldable storage upgrades as memory costs rise

Samsung Electronics is reportedly preparing to reduce a long-running preorder perk for its next Galaxy foldables as memory prices climb. According to ChosunBiz, the South...

Thursday 16 July 2026

Foxconn deepens humanoid robotics bet with US$9 million stake in Agility-linked SPAC

Foxconn's latest investment in a US special-purpose acquisition company linked to humanoid robot developer Agility Robotics underscores how the global race in AI-driven automation...

Thursday 16 July 2026

AI, ICT projects, and 5G upgrades power Taiwan telecom trio's strong June results

Taiwan's three major telecom operators delivered stronger June 2026 results than a year earlier, supported by robust demand for ICT services, continued 5G migration and expanding digital-service...

Thursday 16 July 2026

Chip inflation drives phone prices higher, clouds 2027 demand

Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and...

Wednesday 15 July 2026

AI server tracker: Power and thermal suppliers lead June revenue growth

Taiwan's AI server component suppliers generally maintained healthy revenue momentum in June, with power supply, thermal solution and baseboard...

Wednesday 15 July 2026

LimX Dynamics raises US$200B in fundraising round as it prepares for public listing

LimX Dynamics Technology, a general-purpose humanoid robot and embodied AI company, has announced the completion of its pre-IPO round of financing, raising nearly US$200 million. The...

Wednesday 15 July 2026

MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second...

Wednesday 15 July 2026

Memory-cost squeeze is reshaping China's smartphone market, and only Huawei and Apple are winning from it

China's smartphone market is being reordered by the cost of the parts inside the phone rather than by any loss of appetite for the devices, and the second quarter of 2026 showed that...

Wednesday 15 July 2026

Apple reportedly explores PrismML's AI compression technology to bring larger models onto iPhones

Apple is reportedly evaluating AI model compression technology from Silicon Valley startup PrismML as it seeks to run more capable AI models...

Wednesday 15 July 2026

Taiwan and Japan expand all-photonic network ties for AI and research

Taiwan and Japan are expanding deployment of the IOWN all-photonic network to improve research connectivity and provide backup AI computing capacity. The effort comes as Taiwan promotes...

Wednesday 15 July 2026

Japan ramps up AI and quantum investment to strengthen technology leadership

Japan's new growth strategy could ripple well beyond its borders as it channels public investment into AI, quantum technologies, and advanced networks that align with priorities already...

Wednesday 15 July 2026

IBM issues rare mid-quarter warning as AI-driven memory shortage shifts enterprise spending away from software

A rare mid-quarter warning from IBM triggered the sharpest single-day decline in the company's 115-year history on Tuesday, and the reasons chief executive Arvind Krishna gave point...

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