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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 24 July 2026
AI memory crunch hits smartphones and PCs, splitting winners from losers

AI-driven memory demand is raising smartphone and PC costs, weakening mass-market sales and widening the gap between premium brands and...

Friday 24 July 2026
AI data centers push liquid cooling into core infrastructure

Rising computing demand in AI data centers is turning liquid cooling from a premium option into a core infrastructure element for high-power...

Friday 24 July 2026
TEEMA advances Mexico science park plan as Sonora offers visa and policy support
The Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) moved its event promoting investment in science parks forward on July 21 in Taipei, with Mexico's Sonora state...
Thursday 23 July 2026
IBM trims revenue outlook as hardware demand reshapes client spending

IBM lowered its full-year revenue growth target after a second-quarter miss, saying clients shifted spending toward scarce hardware...

Thursday 23 July 2026
D-Link robot line starts in 3Q26; care model due in 2027
Networking brand D-Link has set up a subsidiary, D-Link Robotics, and is officially entering the service robot market. The new unit will focus on two niche applications, "smart companionship"...
Thursday 23 July 2026
Transsion raises phone prices to offset memory-chip inflation and weaker shipments

Transsion Holdings, Africa's largest smartphone vendor, expects revenue and profit to rise sharply in the first half of 2026 after higher...

Thursday 23 July 2026
Wistron launches first US-made Nvidia GB300 compute baseboard

Wistron opened its D1 AI smart factory in Fort Worth, Texas, on July 21 local time, and began mass production of the first Nvidia GB300...

Thursday 23 July 2026
Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers
The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...
Thursday 23 July 2026
D-Link wins sole-source Starlink switch contract through 2027
Taiwanese networking equipment vendor D-Link has officially entered SpaceX's supply chain and will begin shipping network switches for Starlink data-switching nodes in September 20...
Thursday 23 July 2026
Apple's first foldable iPhone faces production hurdles

Apple's long-rumored foldable iPhone is drawing fresh attention as supply-chain updates point to a possible debut at the company's...

Thursday 23 July 2026
Apple reportedly ramps up iPhone 18 production as Foxconn hiring surges and AI takes center stage

Apple has entered mass production of its upcoming iPhone 18 lineup, with manufacturing partners ramping output earlier than usual as...

Thursday 23 July 2026
Samsung unveils new foldables and smartwatches to sharpen health and sports focus
Samsung Electronics on July 22 introduced new Galaxy Z foldable phones and two smartwatches aimed at distinct users, underscoring how global demand is pushing wearables toward clearer...
Thursday 23 July 2026
Samsung Fold series debuts wide-screen design in strategic shift
Samsung Electronics unveiled three new foldable smartphones at its annual Galaxy Unpacked event in London on July 22, 2026, including the Galaxy Z Fold8, Galaxy Z Flip8, and Galaxy...
Thursday 23 July 2026
Apple and Klarna target sticker shock with Apple Upgrade device leasing plan
Apple plans to introduce a new device leasing program, marking a significant departure from how it has previously sold its products. The new payments scheme may help convince customers...
Thursday 23 July 2026
Samsung unveils new foldables in London as it expands lineup
Samsung Electronics used its annual Galaxy Unpacked event in London on July 22, 2026, to signal a broader push into foldable smartphones that could influence device trends worldwide...