Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 22 June 2026

Apple's foldable iPhone supply chain reportedly gears up for 2026 launch

Apple's long-rumored foldable iPhone appears to be moving closer to reality, with reports from multiple Chinese media outlets suggesting...

Monday 22 June 2026

Jio Platforms files draft paper for IPO

Jio Platforms Limited (JPL), the technology and digital services arm of Reliance Industries Limited, has formally initiated its public listing process by filing a Draft Red Herring...

Monday 22 June 2026

China's InP export relief falls short, suppliers race to secure 2027 supply

China began approving a new batch of indium phosphide (InP) substrate exports in late May 2026, but optical communications supply chain...

Monday 22 June 2026

Huawei expands Vietnam footprint through energy, AI, and 5G partnerships

China's Huawei Technologies is deepening its presence in Vietnam through a series of partnerships spanning digital energy, artificial intelligence (AI), telecommunications infrastructure,...

Monday 22 June 2026

Tongtai expands aerospace, AI and semiconductor push under new board

Taiwan-based Tongtai Machine & Tool is accelerating its transformation toward high-value manufacturing, leveraging growing opportunities...

Saturday 20 June 2026

Surging AI power demand pushes data centers toward higher-voltage designs

As AI computing continues to scale, power systems are facing sharper load swings, along with rising requirements for power density and...

Friday 19 June 2026

China chip supply chain feels squeeze from AI server MLCCs to 8-bit MCUs

China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity,...

Friday 19 June 2026

Samsung Foundry to make Claros power-management chips for AI data centers

Samsung Electronics' foundry business has signed a strategic manufacturing collaboration with Claros, a US power-management startup,...

Thursday 18 June 2026

Smart glasses race pulls Taiwan and China optical suppliers into waveguide battle

Smart glasses shipments are rising steadily, making the category one of the most closely watched consumer electronics growth drivers after notebooks and smartphones. Taiwanese optical...

Thursday 18 June 2026

SiC cuts AI data center costs; 5% efficiency gain saves US$5 billion

Power is now compute, and it is becoming a major driver of AI data center build costs. Renesas technical director Mu-Sen Lin said traditional data centers rely on low-voltage AC (LVAC),...

Thursday 18 June 2026

SpaceX acquires Cursor to bolster xAI and court AI developers

SpaceX has agreed to acquire AI coding tool developer Cursor for US$60 billion, in a deal that underscores how competition in the AI...

Thursday 18 June 2026

AI glasses race turns into a battle of devices, LLMs, and user interfaces

AI glasses are gaining momentum as Meta, Rokid, RayNeo, Xreal, Viture, HTC, and other vendors step up their efforts, with Google and...

Thursday 18 June 2026

Taiwan 2026 GDP could top 10%, says Minister of Economic Affairs

Taiwan's 2026 GDP growth is on track to exceed 10% as AI demand powers the island's economy, Minister of Economic Affairs Ming-hsin Kung said, adding that this level of growth may...

Thursday 18 June 2026

China launches probe into Beidou infrastructure quality scandal

China has launched a probe into a Beidou high-precision smart monitoring project in Shandong, after reports of severe construction...

Thursday 18 June 2026

WUS and its subsidiary keep complementary AI partnership

A recent open letter from the UK-based fund Palliser Capital called Taiwanese printed circuit board (PCB) maker WUS Printed Circuit one of the most undervalued AI PCB companies in...

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