Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 3 February 2026

Liquid cooling's next frontier: Data centers rethink heat management

If the first revolution in artificial intelligence (AI) data centers was the move from air cooling to liquid cooling, the second is now...

Tuesday 3 February 2026

US Judge dismisses Samsung FRAND lawsuit, strengthening ZTE's global hold

The ZTE Corporation has scored a major win in its global patent dispute with Samsung Electronics after a US federal judge dismissed Samsung's FRAND contract and antitrust lawsuit,...

Tuesday 3 February 2026

iPhone gains in China squeeze MediaTek, Qualcomm revenues

Last week, Apple released its latest financial results for the first quarter of fiscal year 2026, with the iPhone 17 series continuing to post strong sales. Overall, iPhone shipments...

Tuesday 3 February 2026

AI redraws data center power architecture as rack-level energy systems go mainstream

Generative AI (GenAI) is driving a surge in computing demand, pushing data center competition beyond server performance toward infrastructure...

Tuesday 3 February 2026

India's smartphone market posts mixed growth in 2025, premium segment drives value gains

India's smartphone market experienced a mixed trajectory in 2025, according to Counterpoint Research. The year began on a softer note, weighed down by elevated inventory and...

Tuesday 3 February 2026

King Slide and Nan Juen listed in Nvidia server rail supply chain; Fositek in promising position

Server rail maker King Slide Works benefited in 2025 from strong demand for high-end GPU/ASIC platforms, putting its server business at the forefront of its growth. Server rails account...

Tuesday 3 February 2026

Beijing officially lists 'future industries,' setting the stage for supply chain realignment

China has for the first time formally designated "future industries," with the framework for policy support now taking shape. The move signals a shift away from conceptual discussion,...

Tuesday 3 February 2026

Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales

Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok,...

Tuesday 3 February 2026

Nvidia reclaims cooling control as AI CDU ushers software-defined thermal management

AI data centers are undergoing an unprecedented thermodynamic power shift. From the semiconductor supply chain's perspective, Nvidia has quietly initiated a "cooling reform," transitioning...

Monday 2 February 2026

Nvidia GB200 fuels chassis sector pivot to liquid cooling, rack integration

With Nvidia's GB200 platform entering full-scale mass production, chassis suppliers are expanding from basic mechanical components into integrated offerings spanning thermal solutions...

Monday 2 February 2026

Apple boosts high-end iPhone share as Foxconn solidifies assembly lead

Amid a cautious recovery in the consumer electronics market, Apple highlighted the critical role of its iPhone series in driving overall operations in its fiscal first-quarter 2026...

Monday 2 February 2026

Advantech sole IPC vendor at Nvidia banquet as edge AI becomes next frontier

Nvidia CEO Jensen Huang recently hosted a banquet for key supply chain partners, where Advantech Co., Ltd. was the sole industrial PC (IPC) vendor invited. Miller Chang, president...

Monday 2 February 2026

Liquid cooling triples growth for thermal solution makers

AI computing demand is increasing the need for thermal management. To optimize space efficiency in data centers, server cooling is shifting from traditional air cooling to liquid cooling,...

Monday 2 February 2026

India's 2026–27 Union Budget boosts semiconductors, data centers and rare earths to strengthen supply chains

India's finance ministry on February 1, 2026, unveiled the Union Budget for 2026–27, placing electronics and technology manufacturing at the heart of its growth strategy, with...

Monday 2 February 2026

Column: Taiwan's cooling and power solutions rise to serve soaring AI chips demand

Nvidia continues to dominate the global AI accelerator market. But its technological moat is increasingly being tested from three directions.

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