Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 17 April 2026

OpenAI reportedly to spend over US$20 billion on Cerebras chips, reducing reliance on Nvidia

OpenAI has reportedly entered into a multi-year agreement to pay chip startup Cerebras Systems more than US$20 billion for AI server capacity,...

Friday 17 April 2026

Foxconn Industrial Internet surpasses Huawei in 2025 revenue, driven by AI servers

Foxconn's industrial arm, Foxconn Industrial Internet (FII), has ridden the AI server boom to become a revenue leader, illustrating to global manufacturers how advanced production...

Friday 17 April 2026

Sivers and Jabil partner on 1.6T optics to tackle AI power demands

Sivers Semiconductors and Jabil have announced a collaboration to develop a 1.6T optical transceiver module aimed at addressing the growing energy demands of AI data center interconnects...

Friday 17 April 2026

CPU shortage more acute than memory; industry awaits Intel 18A yield improvement

A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity...

Friday 17 April 2026

TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity

TSMC delivered an above-expectations financial performance in the first quarter of 2026 and remains optimistic about continued strong demand for advanced process technologies entering...

Friday 17 April 2026

Taiwan paves the way for stablecoin adoption as landmark law advances amid global trends

Taiwan is edging closer to a regulated stablecoin ecosystem, with policymakers signaling support for fiat-linked digital assets and advancing landmark legislation that could reshape...

Thursday 16 April 2026

China smartphone market shifts to premium, Huawei and Apple lead in 1Q26

China's smartphone market contracted in the first quarter of 2026, but stronger-than-expected demand for premium devices from Huawei and Apple helped cushion the decline and reshape...

Thursday 16 April 2026

Kbro enters 10G era with NT$10 billion investment, advocates heterogeneous network backup to replace price wars

Taiwan's Kbro Broadband on April 15 unveiled its next-generation 10G broadband service, backed by a planned NT$10 billion (approx. US$316.45 million) investment to upgrade network...

Thursday 16 April 2026

Rising component costs could shrink smartphone shipments by over 10% in 2026

Rising upstream component costs and higher new-phone prices are expected to slow global smartphone shipments in 2026, fueling stronger demand for used devices internationally and prompting...

Thursday 16 April 2026

Mobile manufacturers adapt to soaring key component prices with strategic measures

Memory and component cost surges may curb global phone sales growth in 2026, prompting firms worldwide to adjust prices, marketing, and retail approaches to protect margins. Brands...

Thursday 16 April 2026

Amazon cuts AI data center build time from 15 weeks to 3

Amazon is pushing to compress AI data center build times through an internal initiative known as Project Houdini, shifting...

Thursday 16 April 2026

Tata steps up iPhone manufacturing investments with fresh capital infusion

India's Tata Group has injected fresh capital into its electronics manufacturing arm, Tata Electronics, as it accelerates efforts to scale up iPhone production and strengthen its role...

Wednesday 15 April 2026

Nscale redirects OpenAI's Stargate Norway capacity to Microsoft

Hyperscaler Nscale has agreed to rent data center capacity to Microsoft at its campus in Narvik, Norway. Located in the Arctic Circle, the site was previously intended for OpenAI as...

Wednesday 15 April 2026

China ICT firm Tsinghua Unigroup grows revenue, scales AI infrastructure through H3C

China's Tsinghua Unigroup reported full-year 2025 revenue of CNY96.75 billion (US$13.4 billion), up 22.43% year on year, with net profit rising a more modest 7.19% to CNY1.69 billion,...

Wednesday 15 April 2026

Amazon to acquire Globalstar for US$11.6 billion, escalating space internet race

Amazon said on April 14 it would acquire Globalstar for US$90 a share, in a deal valued at about US$11.57 billion, accelerating its push...

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