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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 22 September 2026
Tesla speeds up Optimus mass production with China supply chain visits
Tesla is reportedly making new progress toward mass production of its Optimus humanoid robots, with the company's robot team conducting intensive supplier audits across China's Yangtze...
Tuesday 22 September 2026
Analysis: Will AI glasses replace the iPhone? —Cook and Ternus see it differently
Following Apple's executive transition, former CEO Tim Cook and new chief John Ternus have presented contrasting visions for the next generation of mobile devices, spotlighting a key...
Tuesday 22 September 2026
EZconn eyes 2027 high-core fiber ramp as shortages persist

EZconn said global fiber and optical cable supplies remain tight as AI data center demand overtakes demand from traditional telecom...

Tuesday 22 September 2026
AI inference demand surges as training slowdown talk fades
Calls to slow frontier AI model training have sparked debate across the AI semiconductor industry, but executives at the AI Infra Summit in Santa Clara, California, said the real buildout...
Tuesday 22 September 2026
US iPhone 18 Pro Max teardown reveals Qualcomm modem, suggesting prior supply-chain commitments
Apple's latest flagship iPhone 18 Pro series is now shipping, and the choice of modem chip has drawn close market attention. A newly released teardown report has revealed an unexpected...
Monday 21 September 2026
Taiwan firms keen on investing in US manufacturing

A recent survey found that 36% of nearly 120 US manufacturers have already reshored or are actively reshoring production, while more than...

Monday 21 September 2026
Qisda leverages ICT foundation to build one-stop AI healthcare platform

Qisda is accelerating the integration of information and communications technology (ICT) with healthcare, turning its network of hospitals...

Monday 21 September 2026
Tesla AI server order puts Pegatron back alongside Asus, 18 years after split
Eighteen years after their split, Asus and Pegatron are converging on AI servers, seeking to close the gap with earlier movers including Quanta, Wistron, Foxconn and Gigabyte.
Monday 21 September 2026
Musk's Memphis move puts xAI at the center of his empire
Elon Musk is personally overseeing construction at xAI's Memphis data center, moving into an Airstream trailer beside the site as he takes a more hands-on role in the company's AI...
Monday 21 September 2026
Wiwynn chair says AI hardware is being reshaped by power, cooling, interconnect demands

AI computing is changing how global hardware is designed, built, and deployed, with implications that extend well beyond Taiwan's tech...

Monday 21 September 2026
Acer taps local health data to build sovereign healthcare AI

Acer Medical said Taiwan's and South Korea's long-standing health insurance and medical...

Monday 21 September 2026
iPhone Duo takes the baton from 18 Pro to extend Apple's upgrade wave

Apple has changed its iPhone launch cadence this year, splitting its high-end releases into two waves. The iPhone 18 Pro series went...

Monday 21 September 2026
Faraday Future says robotics, not EVs, must carry it to profitability

Faraday Future used its annual 919 launch event on September 19 to complete what it calls "Robot World 2.0," unveiling nine new embodied...

Monday 21 September 2026
IBM unit secures US$1 billion CHIPS Act award to expand quantum wafer manufacturing
Anderon LLC, an IBM company, has finalized a US$1 billion award under the US CHIPS and Science Act to expand quantum wafer manufacturing in Albany, New York. The move could help speed...
Monday 21 September 2026
AMAX expands liquid-cooled data center in push beyond hardware

Amax is expanding its self-built liquid-cooled data center as the company moves beyond hardware into infrastructure and engineering...