Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 2 July 2026

Supermicro: We are cooperating with Taiwan, not under investigation

Supermicro has pushed back against media characterizations of this week's events in Taiwan, saying the company is a cooperating party...

Thursday 2 July 2026

Singapore files additional fraud and money laundering charges in Nvidia-linked server case

Singapore authorities have filed additional fraud and money laundering charges against four individuals and brought fresh charges against...

Thursday 2 July 2026

Nvidia and nuclear energy startup Valar test microreactor to power AI data center

Nuclear energy startup Valar Atomics said on July 1 it is partnering with Nvidia to develop a small data center in Utah, an effort the companies say will demonstrate how computing...

Thursday 2 July 2026

DDI makers look to smaller displays as NB and TV demand loses momentum in 2H26

Large-size display driver ICs (DDIs) were a key revenue driver for many DDI suppliers during the first half of 2026. Taiwanese manufacturers...

Thursday 2 July 2026

China ICT vendor H3C enters new AI server chapter after Unisplendour leadership reset

Unisplendour has reset its leadership as H3C, its core ICT subsidiary, enters a tougher phase in China's AI infrastructure buildout...

Thursday 2 July 2026

Android brands continue lowering lower-end smartphone shipment forecasts as pressure mounts on chip suppliers

The smartphone market's traditional peak season in the second half of 2026 remains under close watch. However, Android smartphone vendors—particularly Chinese brands—have...

Thursday 2 July 2026

India's smartwatch leader enters smartphone market despite surging memory cost

Fire-Boltt is expanding beyond wearables into smartphones, a move that could shape India's budget-device market and add another local contender to a segment dominated by Chinese brands...

Thursday 2 July 2026

AI server probe pulls back the curtain on the evolving journey of Taiwan's motherboard industry

An ongoing investigation into alleged AI server smuggling has once again put Taiwan's motherboard industry under the spotlight. Veteran...

Thursday 2 July 2026

Apple PCB suppliers press ahead with iPhone 18 buildup despite memory price shock

Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in...

Thursday 2 July 2026

Apple's reported pursuit of Chinese memory chips revives supply chain and geopolitical tensions

Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a...

Thursday 2 July 2026

SoftBank leads Japan's sovereign AI push, with Foxconn eyeing the compute backbone

Japan's sovereign AI push is moving from policy ambition to industrial buildout, with SoftBank-backed Noetra at the center, and Foxconn...

Thursday 2 July 2026

Meta's alleged turn from AI buyer to seller raises new questions about AI spending, returns, and competition

Meta Platforms' reported interest in selling excess AI computing capacity has stirred debate over whether the company is seeking a new way to monetize heavy infrastructure spending...

Thursday 2 July 2026

Ericsson says AI demand is accelerating 5G SA and FWA deployment

Ericsson Taiwan president David Chou said the rapid expansion of AI applications and sustained enterprise investment in cloud computing are making mobile networks a critical layer...

Thursday 2 July 2026

LG Electronics creates robot business center to scale physical AI and robotics supply chain

LG Electronics announced the creation of a robot business center to accelerate its physical AI and robotics efforts, the company said. The new organization will consolidate development,...

Thursday 2 July 2026

Huawei raises prices despite China smartphone gains, exposing AI cost squeeze

Huawei's planned July price increase shows that China's smartphone cost crunch has moved from supplier negotiations to consumer pricing, even for a domestic brand gaining market sh...

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