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Global supply chain: Mobile, telecom, computing
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Thursday 26 February 2026
Samsung pushes Galaxy S26 output despite chipflation headwinds
On February 26, 2026, Samsung Electronics officially launched its latest flagship Galaxy S26 smartphone series alongside the new Galaxy Buds4 wireless earbuds, signaling a renewed...
Thursday 26 February 2026
As US-China trade frays, Taiwan emerges at the center of America's AI supply chain

Amid a deepening structural decoupling between the US and China and the full-scale launch of the artificial intelligence (AI) investment...

Thursday 26 February 2026
Nvidia says space data centers are feasible but uneconomic for now
At the latest earnings call on February 25, Nvidia chief executive Jensen Huang said deploying data centers in space is technically feasible but currently uneconomic. However, he expects...
Thursday 26 February 2026
Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture
At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained...
Thursday 26 February 2026
Coretronic turns a corner as robotics and MEMS units hit profitability
Coretronic Corp. has accelerated its transformation from a traditional backlight module supplier into a diversified technology group spanning AI sensing, drones, and automated logistics...
Thursday 26 February 2026
Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters
Nvidia said uncertainty over China shipments and tight product supply remain key constraints, even as generative AI drives record capital spending by hyperscalers and sovereign customers...
Thursday 26 February 2026
Insight: Qualcomm ships rack-scale AI systems built on 2019 AI 100 chip; analyst sees structural barriers
Qualcomm has begun delivering rack-scale AI hardware and software systems for data centers, built around its AI 100 inference chip. The move signals a renewed push into a market where...
Thursday 26 February 2026
Nvidia says AI monetization supports sustained CSP capex
During the earnings call on February 25, Nvidia said record capex plans by major cloud service providers reflect a structural shift toward monetizable AI workloads, with management...
Thursday 26 February 2026
Nvidia's strong quarter and outsized guidance soothe fears of an AI investment bubble
On February 25, Nvidia's blowout fourth-quarter results and bullish fiscal-2027 guidancehelped dispel recent market worries that the AI spending boom may be an unsustainable bubble,...
Wednesday 25 February 2026
Nvidia deploys AI-driven cybersecurity to protect critical infrastructure
Nvidia is extending its enterprise infrastructure strategy into operational technology (OT) cybersecurity, applying accelerated computing and AI to protect energy grids, manufacturing...
Wednesday 25 February 2026
Trump touts tariffs, AI push as pillars of economic revival
On the evening of February 24, 2026, at the State of the Union address, President Trump urged major tech firms to build their own power plants for AI data centers and said American...
Wednesday 25 February 2026
Taiwan Mobile to sign AI and ESG MOU with Nokia at Mobile World Congress Barcelona 2026
Taiwan Mobile has said it will send a delegation led by President Jamie Lin to MWC Barcelona 2026 in early March, where it plans to sign a new memorandum of understanding with Nokia...
Wednesday 25 February 2026
Korean suppliers brace for Apple's staggered iPhone 18 rollout
Emerging reports suggest that Apple is preparing its most significant shift in iPhone release strategy in more than a decade — a recalibration shaped not only by product ambition...
Wednesday 25 February 2026
Unitree launches As2 quadruped robot with longer range, higher payload and all-weather capability
Chinese robotics firm Unitree Robotics unveiled its latest quadruped robot, the Unitree As2, on February 24, 2026, positioning the new model as a more capable platform for industrial...
Wednesday 25 February 2026
Apple's pricy foldable iPhone looms over smartphone panel market
The smartphone market has been sluggish since the Lunar New Year holiday and into the traditional off-season. Prices for smartphone panels across various technologies have declined...