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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
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Wednesday 4 November 2026
Commentary: Apple's results mask uncertain demand as supply constraints ease
Apple reported record revenue for its latest fiscal quarter and forecast another record for the current quarter, attributing nearly all hardware-related pressure to supply constraints...
Wednesday 4 November 2026
AMD expands server CPU ambitions as Helios moves its AI business to rack scale
AMD is pursuing a larger role in AI infrastructure by combining its growing server CPU franchise with rack-scale systems, broadening its offering beyond individual processors. The...
Wednesday 4 November 2026
AMD expects more than 80% revenue growth in 2027, led by data centers
AMD expects company-wide revenue to grow more than 80% in 2027, an expansion increasingly dependent on delivering AI systems and server processors at scale. Data centers already generate...
Wednesday 4 November 2026
AMD plans for a weaker PC market in 2027 as embedded growth gains momentum
AMD is preparing for another difficult year in PCs even as demand for its data center products exceeds available supply. The company's earnings call exposed the widening gap between...
Wednesday 4 November 2026
Why Marvell's Lumentum deal could send more AI optics orders to Taiwan
Marvell's proposed US$115 billion acquisition of Lumentum could bring Taiwanese optical component makers more orders, industry sources in Taiwan say. The deal, due to close in the...
Wednesday 4 November 2026
Supermicro's record AI server sales put margins and cash conversion in focus
Supermicro's latest results show its expansion into complete AI data center systems gaining scale, while leaving open how much of that growth can translate into durable profitability...
Wednesday 4 November 2026
USI to launch Wi-Fi 8 SiP modules in 1Q27 for AI devices
Universal Scientific Industrial (USI), a subsidiary of ASE, plans to launch Wi-Fi 8 (IEEE 802.11bn) products in the first quarter of 2027, building on its experience developing and...
Wednesday 4 November 2026
Taiwan eyes US FDPR alignment to block AI transshipment
As US export controls make it increasingly difficult for China and other restricted nations to obtain advanced chips and AI servers, Taiwan is taking proactive measures to tighten...
Wednesday 4 November 2026
Foxconn's AI infrastructure edge goes beyond assembly — precision manufacturing, vertical integration set a higher bar
Foxconn is leveraging its precision manufacturing and vertical integration capabilities to strengthen its position in AI infrastructure, where rapid server upgrades increasingly demand...
Tuesday 3 November 2026
Nvidia uses 8,192 GPUs to set fault-tolerant quantum simulation record, targeting error correction costs
Nvidia CEO Jensen Huang's latest European trip has highlighted another strategic priority: using massive computing resources to simulate quantum systems and establish a foothold in...
Tuesday 3 November 2026
Apple's iPhone Duo launch lifts Samsung Galaxy Z Fold 8 sales in South Korea
Samsung Electronics' Galaxy Z Fold 8 weekly sales in South Korea increased by more than 20% in the week after Apple launched its first foldable iPhone Duo, according to Seoul Economic...
Tuesday 3 November 2026
Mitsui Kinzoku raises ultrathin copper foil capacity target for third time as optical demand surges
Japan's Mitsui Kinzoku has announced its third capacity expansion plan since the start of fiscal 2026 for MicroThin, its ultrathin copper foil used in optical communications equipment...
Tuesday 3 November 2026
Motorola taps Taboola to bring trusted-media AI to smartphones
Performance advertising company Taboola is partnering with Motorola to bring its DeeperDive AI question-and-answer engine to the Moto G series of smartphones, offering users a new...
Tuesday 3 November 2026
Memory price surge hits smartphones, cutting 2026 mobile SoC shipments nearly 20%
The AI infrastructure boom has driven up memory prices across consumer electronics, dampening sales of smartphones and notebooks while hitting upstream system-on-chip (SoC) developers...
Tuesday 3 November 2026
Oracle to sell US$20 billion in stocks and bonds as concerns grow over debt-fueled expansion
Oracle aims to raise US$20 billion through selling stock and issuing bonds to fund its AI build-out. Its stock value dropped after the company filed the plans, a sign that investors...