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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Saturday 12 September 2026
Charts: Taiwan's AI supply chain growth moves from cooling to rack hardware
King Slide Works posted the fastest revenue growth in August among the 50 Taiwan-listed AI supply chain companies tracked by DIGITIMES, with sales up 318% from a year earlier...
Friday 11 September 2026
Apple phones drive premium upgrade wave for carriers
Apple's newly unveiled iPhone 18 Pro series and the company's first foldable phone, the iPhone Duo, have prompted Taiwan's three major telecom operators to roll out pricing plans and...
Friday 11 September 2026
Huawei stakes out the AI optics rulebook with 7.2Tbps NPO
Huawei Technologies has unveiled a 7.2-terabit-per-second near-packaged optics (NPO) module for AI data centres, coupling a high-bandwidth product launch with an effort to shape emerging...
Friday 11 September 2026
CIOE: Hitachi relies on partnerships, not proprietary tech, to ride China's optical boom

At an optoelectronics trade expo in China, Hitachi High-Tech used its booth not to unveil a flagship product of its own, but to showcase...

Friday 11 September 2026
CIOE 2026: Automotive optical-module demand could rival FTTx shipments by 2030
Automotive optical-module demand could approach the scale of the established FTTx market by around 2030 as increasingly data-intensive vehicles shift high-bandwidth connections from...
Friday 11 September 2026
Nvidia expands Australian AI factory push as global demand rises
Nvidia's latest partnerships in Australia could reshape where AI capacity is built and who can access it. The plan links power, data centers, and open models to local innovation, while...
Friday 11 September 2026
Apple's new chip packaging boosts A20 Pro AI power, pushing MediaTek, Qualcomm to follow suit
Apple has unveiled its latest iPhone 18 Pro and the A20 Pro, its first 2nm chip. According to Apple's official specifications, the A20 Pro features a six-core CPU, seven-core GPU,...
Friday 11 September 2026
Huawei, Xiaomi, Apple take different bets on foldables

Competition in the foldable smartphone market is intensifying as Huawei, Xiaomi, and Apple roll out or prepare next-generation foldable...

Friday 11 September 2026
FCC closes a chip-level loophole while media debate another White House retreat

A rule published in the Federal Register on September 11 pushes US communications supply-chain...

Friday 11 September 2026
AI server tracker: Taiwan's rack supply chain reveals where the AI buildout is accelerating

The three Taiwanese supply chain categories closest to the physical AI rack — thermal, power supply, and rail kits — booked...

Friday 11 September 2026
Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset

Jensen Huang used a Goldman Sachs conference appearance to argue that the constraints on AI's build-out are expanding from silicon into...

Friday 11 September 2026
Oracle's AI cloud build-out is now rewriting its cost structure

Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...

Friday 11 September 2026
Oracle turns its AI build-out into a delivery number, the cost lands where management said it would

Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...

Friday 11 September 2026
AI server tracker: Taiwan's August filings say demand is still accelerating
The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies...
Friday 11 September 2026
iPhone Duo leads Apple's new lineup as market stays split

Apple's latest iPhone launch could reshape premium phone demand, but the bigger question is whether the company can answer growing AI...