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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 2 March 2026
Taiwan Mobile highlights trends toward 'AI Native' workflows, Open APIs at MWC 2026
The 2026 Mobile World Congress (MWC) is taking place from March 2-5 in Barcelona, Spain, focusing this year on how AI and smart connectivity are driving industry upgrade momentum in...
Monday 2 March 2026
Middle East escalation disrupts AWS data center, Apple retail, and Robotaxi services
US and Israeli airstrikes on Iran triggered retaliatory missile attacks on US bases in Bahrain and Qatar, with spillover disruptions hitting cloud infrastructure, logistics hubs, and...
Monday 2 March 2026
AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute
AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say...
Monday 2 March 2026
Memory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump

Memory price increases are beginning to affect the server market. Wiwynn said that in 2025, server customers and memory suppliers were protected...

Monday 2 March 2026
Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure
As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite...
Monday 2 March 2026
Nvidia confirms liquid cooling as standard, boosting supply chain revenue outlook
Nvidia delivered a strong fourth quarter fiscal year 2026 earnings report and issued an optimistic forecast, driven by robust sales of its GB architecture AI servers. Notably, liquid...
Monday 2 March 2026
Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact
AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks...
Monday 2 March 2026
Hiwin local production positioned as key supplier for South Korea semiconductor and AI-driven equipment upgrades
Hiwin Technologies has spent more than a decade building direct manufacturing and service capacity in South Korea, evolving from component sales to integrated mechatronic solutions...
Monday 2 March 2026
Chinese tech brands push premium devices and ecosystem integration at MWC 2026
Chinese suppliers at MWC 2026 are showcasing premium smartphones, AI-driven hardware, and vertically integrated ecosystems, signaling a strategic shift toward higher-end global competition...
Monday 2 March 2026
Taiwanese electronics firms showcase AI-driven connectivity and 5G infrastructure at MWC 2026
At MWC 2026 in Barcelona, Taiwanese electronics companies are highlighting how AI, edge computing, and next-generation connectivity are converging to reshape telecom and enterprise...
Monday 2 March 2026
Apple Pay eyes India launch, in talks with major local lenders
Recent media reports suggest that Apple may finally be preparing to bring its Apple Pay service to India, marking a potentially significant shift in one of the world's largest digital...
Monday 2 March 2026
Commentary: Nvidia sparks silicon photonics race, yet copper still anchors data centers?
As data center computing demand expands, high-speed transmission architectures are under pressure to upgrade. Scaling high-performance computing platforms is exposing bandwidth and...
Monday 2 March 2026
iPhone Fold reportedly cuts crease depth to one-quarter of rivals, thanks to Samsung Display OLED breakthrough
Apple has placed key display panel orders for its first foldable smartphone, widely referred to as the iPhone Fold, targeting a crease depth below 0.15mm. The device is positioned...
Monday 2 March 2026
Renewed rivalries, accelerated launches of Wi‑Fi 8, 6G visions, and satellite communications solutions will shape MWC outcomes
The Mobile World Congress (MWC) will open March 2-5, 2026, in Barcelona, where industry observers expect clearer progress on satellite communications, 6G, and Wi‑Fi 8 standards...
Monday 2 March 2026
Nvidia and major telecom carriers pledge AI-native, open platforms to guide 6G infrastructure
At Mobile World Congress (MWC), Nvidia said it and leading operators and infrastructure providers, including Booz Allen, BT Group, Cisco, Deutsche Telekom, Ericsson, MITRE, Nokia,...