Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 6 August 2026

China smartphone shipments fall 5.5% as 5G models gain share

China smartphone shipments fell 5.5% year-over-year in the first half of 2026 even as 5G handset shipments rose 1.7%, according to the China Academy of Information and Communications...

Thursday 6 August 2026

iBase Solution unit lands U.S. optical module cooling orders after July launch

Industrial computer maker iBase Solution said its new subsidiary, which began operations in July 2026, has already moved into production after completing qualification with US customers...

Thursday 6 August 2026

US curbs on Chinese optical modules cloud Taiwan suppliers despite LMOC revenue record

The US Federal Communications Commission is reportedly drafting rules to prohibit imports of new Chinese optical transceiver modules,...

Thursday 6 August 2026

Analysis: SpaceX's first earnings call reveals the machinery behind its infrastructure empire

SpaceX's first earnings disclosure delivered a stronger-than-expected quarterly performance, but the greater significance of the call...

Thursday 6 August 2026

Commentary: Why China's AI optical-module dominance is Washington's next target

The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into the next globally scrutinised supply...

Thursday 6 August 2026

Chunghwa Precision Test posts record July revenue on AI chip demand

Chunghwa Precision Test Tech. reported record monthly revenue in July 2026, as demand for AI and high-performance computing (HPC) testing products rose across data center and cloud...

Thursday 6 August 2026

Jeter says AI shipping demand and geopolitics lifted first-half profit

Jeter reported stronger first-half 2026 earnings and said it expected momentum to continue in the second half as AI server shipments, semiconductor cargo, and tariff-related restocking...

Thursday 6 August 2026

SpaceX earnings strengthen Win Semiconductors' outlook for satellite-driven GaN demand

SpaceX's first quarterly earnings release has offered fresh evidence that Starlink's expansion is moving beyond subscriber growth and...

Thursday 6 August 2026

Auras Technology sees July 2026 revenue more than double on liquid cooling demand

Auras Technology reported a sharp rise in July 2026 revenue, more than doubling from a year earlier. The increase was mainly driven by customers expanding the adoption of liquid cooling...

Thursday 6 August 2026

US curbs on Chinese data-center optics open orders to non-China suppliers

The US Federal Communications Commission is reportedly considering restrictions on new models of Chinese-made optical transceivers used in data centers, potentially exposing suppliers...

Thursday 6 August 2026

India proposes extension for electronics manufacturing tax breaks and loosening data center rules in new bill

India's Taxation and Other Laws (Amendment) Bill, 2026, gives foreign suppliers to the country's electronics contract manufacturers a decade of extra tax certainty and removes some...

Thursday 6 August 2026

US weighs Chinese optical transceiver ban, putting AI data center supply at risk

The Trump administration is preparing to extend US technology restrictions deeper into the artificial intelligence supply chain, with the...

Thursday 6 August 2026

Memory shortages squeeze smartphone shipments, leaving Chinese brands to sell the AI upgrade

The global smartphone market is approaching an unusual turning point in the second half of 2026. Artificial intelligence has become...

Thursday 6 August 2026

Dark fiber essential for next-gen distributed AI centers

All-photonic networks (APN) are emerging as critical infrastructure for 6G, AI computing and smart cities. Nvidia's plan to expand...

Thursday 6 August 2026

Fositek lifts server revenue mix to 56% and plans capacity expansion

Fositek said AI-driven demand increased the share of server-related products in its revenue mix in the second quarter of 2026 and helped improve profitability even as overall sales...

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