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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Wednesday 14 October 2026
Cisco, Nvidia target high-speed optical interconnects with 4x USFP density
Cisco and Nvidia announced at the 2026 OCP Global Summit that they are jointly developing an ultra-dense small form factor pluggable (USFP) optical module designed to support 400Gb/s...
Wednesday 14 October 2026
CyberTAN sells Hsinchu site in US$68B deal to fund strategy shift
CyberTAN Technology's sale of its Hsinchu Science Park factory and auxiliary facilities signals a broader shift toward higher-growth networking and AI infrastructure. The move may...
Wednesday 14 October 2026
Applied Materials CEO says AI race hinges on technology and capacity
The contest for leadership in AI computing is being fought on two fronts—technology and manufacturing capacity—and chipmakers must advance chips, memory, advanced packaging...
Wednesday 14 October 2026
Taiwan's export boom shifts toward AI servers, raising concentration risks
Taiwan's export surge is increasingly tied to high-value AI servers and pricier memory chips, a shift with implications far beyond the island. As exports climb, the outlook underscores...
Wednesday 14 October 2026
KYEC, Nvidia eye Texas site for US AI chip testing plant
King Yuan Electronics (KYEC) has signed a prepayment agreement with Nvidia to support its wholly owned US subsidiary, AeternZ, in building local testing capacity, giving Nvidia early...
Wednesday 14 October 2026
Adani and Jabil plan 50:50 JV to make AI data center hardware in India
A proposed Adani-Jabil venture could boost India's role in the global AI supply chain by adding local manufacturing of servers, racks, and cooling systems. If approved, the tie-up...
Wednesday 14 October 2026
Samsung integrates AI into daily life as LG showcases smart factories, data-center cooling
Samsung Electronics and LG Electronics showcased their AI strategies at KES 2026 in South Korea, with Samsung focusing on smartphones, TVs, and home appliances while emphasizing an...
Wednesday 14 October 2026
MiTAC spotlights liquid cooling, open platforms for AI infrastructure
MiTAC Computing Technology featured a comprehensive suite of full-stack AI infrastructure at the Open Compute Project (OCP) Global Summit in San Jose, California, centered around the...
Wednesday 14 October 2026
SEMICON West makes three-year commitment to Phoenix, home to over US$200B in chip investment
SEMI announced at a media event during SEMICON West 2026 that the exhibition will move to Phoenix, Arizona, in 2027 and shift to a spring schedule. SEMI Americas President Joe Stockunas...
Wednesday 14 October 2026
Pegatron showcases rack-scale AI infrastructure at OCP Global Summit
Pegatron showcased its end-to-end AI infrastructure capabilities at the Open Compute Project (OCP) Global Summit 2026, highlighting Nvidia-based products designed to move from engineering...
Wednesday 14 October 2026
Foxconn unveils Vera Rubin AI racks, liquid-cooling systems at OCP Summit
Foxconn Technology Group showcased rack-scale artificial intelligence infrastructure at the Open Compute Project (OCP) Global Summit 2026 in San Jose, California, combining computing...
Wednesday 14 October 2026
Apple COO visits Foxconn as iPhone Duo production ramps up
Days before preorders open for Apple's first foldable smartphone, the iPhone Duo, Apple Chief Operating Officer Sabih Khan visited China to inspect its supply chain. On October 11,...
Wednesday 14 October 2026
Starlink moves from satellite overlay to mobile challenger as SpaceX builds hybrid network
From constellation-scale satellite deployment to terrestrial network expansion, SpaceX is deepening Starlink's reach across the connectivity stack. The latest moves suggest the company...
Wednesday 14 October 2026
AI memory boom pushes smartphone market into premium-first reset
While the rapid advancement of AI has driven steadily growing investment in large-scale infrastructure, one of its downstream effects is becoming increasingly visible in the memory...
Wednesday 14 October 2026
IonQ pushes beyond quantum computing as US$1.3 billion Elisity deal targets cyber defense
IonQ is extending its quantum ambitions beyond processors and networking into enterprise cybersecurity, agreeing to acquire zero-trust security provider Elisity in an all-stock transaction...