Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 2 October 2026

Huawei turns to LogicFolding to keep its flagship chip race alive

Huawei Technologies has unveiled its Mate 90 smartphone series, expanding the use of self-developed Kirin processors and HarmonyOS 7 as it looks to sustain flagship performance under...

Friday 2 October 2026

Google's first Suncatcher satellite reaches orbit to test AI chips in space

Google has moved its orbital AI data center ambitions from paper to hardware. A prototype satellite carrying the company's Tensor Processing Units (TPUs) reached orbit on October 1,...

Friday 2 October 2026

Commentary: Broadcom's US$42 billion Anthropic loan exposes AI's emerging chip-financing loop

When the underlying economics of infrastructure commitments meet the financing muscle of the companies supplying foundational compute, the traditional boundary between supplier and...

Friday 2 October 2026

Samsung launches Tab S12, Buds On, SmartTag3

Samsung Electronics on October 1 unveiled its next-generation premium Galaxy Tab S12 series, its first clip-on wireless earbuds, the Galaxy Buds On, and the Galaxy SmartTag3, which...

Friday 2 October 2026

Samsung's mobile unit faces more than KRW1 trillion loss as memory costs surge

Samsung Electronics is expected to report another operating loss at its Mobile eXperience and network business in the third quarter of 2026, even as strong Galaxy Z foldable sales...

Thursday 1 October 2026

Synopsys and Amazon sign US$1 billion-plus deal to speed custom chip development

Synopsys announced a strategic agreement with Amazon on September 30, a multi-year deal valued at more than US$1 billion that is intended to speed up Amazon's custom silicon work and...

Thursday 1 October 2026

Analysis: China's AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion

China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already...

Thursday 1 October 2026

Samsung raises Galaxy S26 prices in South Korea seven months after launch

Under pressure from rising memory prices, Samsung Electronics has raised the South Korean launch prices of its Galaxy S26 series about seven months after release. Most models went...

Thursday 1 October 2026

Huawei makes Mate 90 showcase for its Tau chip strategy

Huawei unveiled its Mate 90 smartphone series on October 1, with Richard Yu, Huawei executive director and chairman of the Consumer BG, introducing the new devices alongside a new...

Thursday 1 October 2026

Machvision's dual-track strategy enters early growth as semiconductor, substrate visibility reaches 3 years

Machvision said its "dual-track, four-line" strategy has entered an early growth phase as demand for AI servers, high-speed transmission, and advanced packaging continues to rise....

Thursday 1 October 2026

Samsung AI Forum 2026 puts agentic AI at center of transformation across devices, robotics, and chipmaking

Samsung Electronics brought global AI experts and researchers together in Seoul on September 30 for the Samsung AI Forum 2026, exploring how agentic AI and physical AI can deliver...

Thursday 1 October 2026

Jabil targets US$17.5 billion in data center revenue as it builds out power, cooling, and networking

Jabil's plan for fiscal 2027 puts a price tag on its move from building servers to building the power, cooling, and networking systems around them. The company expects about US$17.5...

Thursday 1 October 2026

Honor joins Taiwan foldable phone race with Magic V6

Honor launched its first foldable smartphone in Taiwan, the Magic V6, on September 30, about six months after formally entering the local smartphone market in April 2026. The company...

Thursday 1 October 2026

HPE secures US$1.2 B order from Vultr for first AMD Helios AI rack systems

Hewlett Packard Enterprise announced a major US$1.2 billion order from Vultr, which HPE describes as the world's largest privately held cloud infrastructure...

Thursday 1 October 2026

Google to test AI computing in space with first orbital TPU launch

Google is preparing to send its in-house AI accelerator, the Tensor Processing Unit (TPU), into low Earth orbit for the first time as it explores whether AI computing can eventually...

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