Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 6 February 2026

CSPs turn to custom silicon to break Nvidia dependence

The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...

Friday 6 February 2026

Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount

Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...

Friday 6 February 2026

Foxconn sees 35% revenue increase in January on AI server demand

Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for...

Friday 6 February 2026

Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment

Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...

Friday 6 February 2026

Amazon flags US$200 billion capex as AI push overshadows record cloud-led revenue

Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its plan to spend about US$200 billion in capital expenditure in 2026. The scale of AI-driven...

Friday 6 February 2026

Qualcomm 1QFY26 earnings call: memory shortages redefine smartphones despite strong demand

Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even...

Friday 6 February 2026

China smartphone market stumbles at 2025 finish line as December shipments plunge 29%, Apple share slips below 15%

China's smartphone market ended 2025 on a weaker note than expected, despite Apple's strong fourth-quarter earnings and the early success of the iPhone 17. December shipments fell...

Friday 6 February 2026

Senao Networks warns memory shortage may cut 30% of orders and shipments in 1H26

The ongoing memory price surge and supply shortage are increasingly disrupting the networking industry's shipment schedules. Multiple network equipment manufacturers expect this supply-demand...

Friday 6 February 2026

Japan's consumer electronics decline: From mobile phones to TVs

Sony has recently chosen to partner with TCL in managing its Bravia TV brand, reflecting the long-standing downturn of the Japanese vendor's television business. In Japan, once-dominant...

Friday 6 February 2026

MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets

During MediaTek's earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman...

Thursday 5 February 2026

Asia Photonics Expo 2026 opens in Singapore, spotlighting photonics-semiconductor ties

The third edition of the Asia Photonics Expo (APE) opened on February 4, 2026, at the Sands Expo and Convention Centre, bringing together the global photonics and semiconductor ecosystem...

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...

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