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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 20 July 2026
China's AI smartphone race pits ZTE, StepFun, and Honor against limits of agentic computing

China's smartphone industry is turning agentic AI into its next growth narrative, with ZTE's Nubia, StepFun and Honor presenting sharply...

Monday 20 July 2026
Alibaba open-sources AI chip software, launches Zhenwu cloud supernode service
Alibaba Group's chip design unit, T-Head, has open-sourced the software stack behind its Zhenwu AI processors while extending the platform from individual accelerators into rack-scale...
Monday 20 July 2026
Oracle's New Mexico data center reportedly hits cost overruns

Oracle's US$165 billion data center project in New Mexico is running into higher-than-expected costs due to local concerns about its...

Monday 20 July 2026
Samsung to cut over 800 US jobs amid market headwinds

Samsung Electronics is cutting over 800 jobs in the US from its smartphone, display, and consumer electronics business units. The division,...

Monday 20 July 2026
Musk brands US$52 billion SpaceX-Foxconn Nvidia server order 'fake news'
Elon Musk has publicly rejected reports that SpaceX placed a roughly US$52 billion order with Foxconn for Nvidia GB300 AI servers, calling the widely circulated claim "fake news" in...
Monday 20 July 2026
3GPP sets 6G Release 21 timeline as industry begins preparing for next-gen networks

The global race toward 6G has entered a new phase after the 3rd Generation Partnership Project (3GPP) finalized the development timeline...

Monday 20 July 2026
Meta, Anthropic in talks over potential US$10 billion compute deal

Meta Platforms is in early talks to lease computing power to Anthropic in a potential deal worth up to US$10 billion over two years,...

Monday 20 July 2026
Beyond Taipower: AI, semiconductors, and overseas grids reshape Taiwan's electromechanical supply chain
Taiwan's heavy-electrical and electromechanical industry is entering a new growth phase as demand expands beyond its long-standing reliance on Taiwan Power (Taipower). While Taipower's...
Monday 20 July 2026
Nvidia shrugs off HBM shortage, bets on AI infrastructure to sustain explosive growth
Nvidia CEO Jensen Huang has delivered a clear message ahead of his trip to Japan: the chipmaker's growth is still accelerating, even with quarterly revenue approaching US$100 billi...
Monday 20 July 2026
MiTAC packs 96 AMD GPUs into 52U liquid-cooled rack
MiTAC Computing Technology, a subsidiary of MiTAC Holdings, showcased its server lineup and high-density liquid-cooled rack solutions at the 2026 World Artificial Intelligence Conference...
Sunday 19 July 2026
Memory must adopt foundry model to fix AI inference bottleneck, says Korean scholar

AI development is driving larger data transfers and higher GPU efficiency demands, pushing memory toward customization and prompting...

Saturday 18 July 2026
China's AI sector pivots to system-level "super-nodes" as chip curbs bite at WAIC 2026
The largest World Artificial Intelligence Conference (WAIC) to date opened in Shanghai on July 17, and its dominant signal was strategic: China's answer to US limits on advanced chips...
Friday 17 July 2026
Exclusive: SiPearl turns to Taiwan ODMs to bring Rhea-based servers to market

SiPearl has powered on and begun validating Rhea1, its first-generation server CPU designed in Europe. Its next challenge is convincing...

Friday 17 July 2026
AI server tracker: Taiwan's testing and design service leaders surge on global chip demand

The surge in AI and high-performance computing (HPC) technologies continues to reshape the semiconductor landscape, as demonstrated by the June...

Friday 17 July 2026
Oppo cuts OnePlus from North America and Europe, and Realme from China

OnePlus is exiting the North American and European markets for its future product launches, while sales of new Realme products will...