Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 17 June 2026

WinWay buys California property to support US expansion in AI and HPC

WinWay Technologies has bought real estate in California for US$2.28 million to create a local manufacturing and office base, a move that underscores how Asian suppliers are expanding...

Wednesday 17 June 2026

Bull and Foxconn to build Nvidia's latest AI servers in Europe

Bull, the French computing company, and Foxconn announced Tuesday that they will manufacture systems based on Nvidia's Vera Rubin NVL72...

Wednesday 17 June 2026

Apple's foldable iPhone launch may slip to early 2027

Apple's first foldable iPhone could arrive later than some market expectations, with supply chain sources indicating the device may...

Wednesday 17 June 2026

Exclusive: Largan taps Han's Laser equipment as optics makers target FAU growth

Taiwan optical leader Largan Precision has disclosed an equipment order worth about NT$650 million (US$20.6 million) from Chinese laser-processing...

Wednesday 17 June 2026

Nvidia highlights role of optical networking as Coherent breaks ground on Texas AI chip facility

AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could...

Wednesday 17 June 2026

Superior Plating Technology turns to AI liquid cooling and CPO

Superior Plating Technology chairman Lei-Je Hua said the company is shifting more resources into AI liquid cooling, CPO communication...

Wednesday 17 June 2026

Tata Electronics pollution probe closure highlights lingering risks for Apple's India supply chain

Reuters reported on June 16 that Tamil Nadu's pollution control board closed its probe into Tata Electronics' Hosur iPhone component plant after the company addressed violations...

Wednesday 17 June 2026

Hiwin unit Matrix Precision deepens Japan cooperation as demand for high-precision gears rises

Matrix Precision, a unit of Hiwin Technologies, said it deepened cooperation with Japan after a delegation from the Japan Gear Manufacturers Association visited its facilities as gear...

Wednesday 17 June 2026

China cuts AI compute prices, revealing pressure to fill supercomputing capacity

China's state-backed National Supercomputing Internet has launched a 618 computing-power promotion, offering low-priced token packages, free tokens, and discounts on optical character...

Wednesday 17 June 2026

Space data centers face cooling hurdles and cost barriers

As SpaceX's listing has sparked discussion of space data centers, SpaceX CEO Elon Musk said the concept requires no magic and is simpler than existing Starlink systems. But supply...

Wednesday 17 June 2026

China's six-network plan signals a long-term infrastructure and technology self-reliance push

China's elevation of six infrastructure categories to national strategic priority status could reshape its industrial base, reduce...

Tuesday 16 June 2026

Nvidia sells US$25 billion in bonds as investors seek foothold in AI boom

Nvidia launched a sale of US$25 billion worth of high-grade bonds on June 15, ultimately garnering up to US$85 billion in orders, or more than triple the bond's original size. This...

Tuesday 16 June 2026

China mass produces silicon-28 amid quantum computing race with US

China has achieved mass production of ultra-pure silicon, according to the state-owned China National Nuclear Corporation (CNNC) —...

Tuesday 16 June 2026

AMD opens EFB front beyond CoWoS, putting Taiwan substrate trio in play

The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility...

Tuesday 16 June 2026

Qualcomm weighs Tenstorrent deal that could reach US$10 billion

Qualcomm has been in talks to acquire Tenstorrent, an AI chip startup, The Information reported, citing a person with direct...

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