Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 3 February 2026

Beijing officially lists 'future industries,' setting the stage for supply chain realignment

China has for the first time formally designated "future industries," with the framework for policy support now taking shape. The move signals a shift away from conceptual discussion,...

Tuesday 3 February 2026

Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales

Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok,...

Tuesday 3 February 2026

Nvidia reclaims cooling control as AI CDU ushers software-defined thermal management

AI data centers are undergoing an unprecedented thermodynamic power shift. From the semiconductor supply chain's perspective, Nvidia has quietly initiated a "cooling reform," transitioning...

Monday 2 February 2026

Nvidia GB200 fuels chassis sector pivot to liquid cooling, rack integration

With Nvidia's GB200 platform entering full-scale mass production, chassis suppliers are expanding from basic mechanical components into integrated offerings spanning thermal solutions...

Monday 2 February 2026

Apple boosts high-end iPhone share as Foxconn solidifies assembly lead

Amid a cautious recovery in the consumer electronics market, Apple highlighted the critical role of its iPhone series in driving overall operations in its fiscal first-quarter 2026...

Monday 2 February 2026

Advantech sole IPC vendor at Nvidia banquet as edge AI becomes next frontier

Nvidia CEO Jensen Huang recently hosted a banquet for key supply chain partners, where Advantech Co., Ltd. was the sole industrial PC (IPC) vendor invited. Miller Chang, president...

Monday 2 February 2026

Liquid cooling triples growth for thermal solution makers

AI computing demand is increasing the need for thermal management. To optimize space efficiency in data centers, server cooling is shifting from traditional air cooling to liquid cooling,...

Monday 2 February 2026

India's 2026–27 Union Budget boosts semiconductors, data centers and rare earths to strengthen supply chains

India's finance ministry on February 1, 2026, unveiled the Union Budget for 2026–27, placing electronics and technology manufacturing at the heart of its growth strategy, with...

Monday 2 February 2026

Column: Taiwan's cooling and power solutions rise to serve soaring AI chips demand

Nvidia continues to dominate the global AI accelerator market. But its technological moat is increasingly being tested from three directions.

Sunday 1 February 2026

LMOC ramps silicon photonics output with new MOCVD expansion plan

LandMark Optoelectronics Corporation (LMOC) reported strong fourth-quarter 2025 performance, driven by a sharp ramp in silicon photonics (SiPh) shipments, with all three profitability...

Sunday 1 February 2026

Transsion profits halved in 2025 because of memory price increases

The smartphone industry is bearing the brunt of rising memory prices, and the impact is most evident in mid- to low-end models. Transsion, the Chinese smartphone maker regarded as...

Sunday 1 February 2026

CSPs ramp up AI capex as supply chain gains confidence

The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while...

Friday 30 January 2026

Apple dominates 2025 smartphone rankings, with iPhone 16 as the world's best-seller

According to a recent report from Counterpoint Research, the Apple iPhone 16 finished 2025 as the world's best-selling smartphone,...

Friday 30 January 2026

MediaTek and Arm-backed Arbor drives layered growth with AI strategy

As generative AI gradually extends from the cloud to enterprise and edge environments, industry competition is shifting from a single high-performance computing platform toward multi-layered...

Friday 30 January 2026

Aspeed profits rise for second year on server upgrade demand

As artificial intelligence (AI) applications expand, the rising scale and density of server computing have placed a premium on system...

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