Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 5 February 2026

Global tech firms shrink China operations: Amazon, Bosch drive major workforce cuts

As year-end nears, several multinational technology companies with deep roots in China are reshaping their local workforce structures. Following a new round of layoffs at Amazon, Bosch...

Thursday 5 February 2026

Texas Instruments to reshore Silicon Labs production in US$7.5 billion wireless play

Texas Instruments (TI) has announced that it has reached an agreement to acquire chip designer Silicon Laboratories for approximately US$7.5 billion, marking the largest deal for TI...

Thursday 5 February 2026

Singapore highlights photonics drive for chip innovation at APE 2026

Dr. Patrick Lo, Senior Fellow, Technology Development at GlobalFoundries (former Chief Technology Officer, AMF), outlined how photonic...

Thursday 5 February 2026

Flex tops fiscal 3Q26 guidance, lifts full-year outlook

EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued...

Thursday 5 February 2026

Alphabet pledges record $185 billion capital spend as AI fuels cloud boom

Alphabet Inc. capped a historic fiscal year with a record-breaking surge in infrastructure spending, signaling an aggressive bid to cement its dominance...

Thursday 5 February 2026

Repon eyes strong 2026 growth on rising server demand

Server slide rail maker Repon posted a record revenue of NT$303 million (US$9.6 million) for January 2026, up 143% year-over-year and 24% month-over-month, driven by robust orders...

Thursday 5 February 2026

CHT eyes strong 2026 growth, with US subsidiary securing AI server project

Chunghwa Telecom (CHT) announced the results of its consolidated business operations for the fourth quarter of 2025 on February 3: consolidated revenue reached NT$65.65 billion (US$2.08...

Wednesday 4 February 2026

HP CEO Enrique Lores steps down; board names interim leader

HP announced today that Bruce Broussard, who has served on the company's board of directors since 2021, has been named interim chief executive officer, effective immediately. He succeeds...

Wednesday 4 February 2026

Analysis: AMD prioritizes supply chain for second-half AI ramp

Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as...

Wednesday 4 February 2026

Alphabet reportedly plans major Bangalore expansion, bolstering India's AI ambition

Alphabet Inc., the parent company of Google, is planning a significant expansion in India, potentially taking millions of square feet of new office space in Bangalore's Whitefield...

Wednesday 4 February 2026

AMD beats estimates, flags softer 1Q26 momentum

Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its...

Wednesday 4 February 2026

Supermicro’s AI boom comes with a risk: one customer, 63% of revenue

Supermicro reported record quarterly revenue while acknowledging that a single customer accounted for 63% of its sales. The company is now implementing a strategy to diversify its...

Wednesday 4 February 2026

India wins electronics investment, but key gap threatens momentum

India's rise as an electronics manufacturing hub has been one of the fastest shifts in the global supply chain over the past decade. Geopolitical realignments, generous incentives,...

Wednesday 4 February 2026

Nvidia's Jensen Huang joins Dassault Systèmes event to unveil 3D universe vision

Dassault Systèmes opened its annual flagship conference, 3DEXPERIENCE World 2026, on February 3 in Houston. Building on the launch of its seventh-generation development framework...

Wednesday 4 February 2026

Taiwan's paper-counting academic culture is being challenged—here's why

Taiwan has long measured academic success through publication volume, a metric that has driven intense competition with China in research output. But National Science and Technology...

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