Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 24 June 2026

Imoo overtakes Samsung to become No. 4 smartwatch brand

Imoo beat Samsung Electronics, Oppo, and Garmin to rank as the world's No. 4 smartwatch brand in global smartwatch sales in the first quarter of 2026. In fact, imoo's global smartwatch...

Wednesday 24 June 2026

SoftBank to build domestic AI server base as Japan pushes for sovereign compute

SoftBank, the telecom arm of SoftBank Group (SBG), is moving to localize a larger part of Japan's AI infrastructure stack, with plans to begin domestic AI server production in fiscal...

Wednesday 24 June 2026

China's LineShine supercomputer tops TOP500, but AI lead remains unclear

China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming...

Wednesday 24 June 2026

Humanoid-robot maker Agility Robotics to go public via SPAC at US$2.5 billion valuation

Agility Robotics, a maker of humanlike robots for factories and warehouses, is set to list publicly through a merger that values the company at about US$2.5 billion, executives told...

Wednesday 24 June 2026

IBM targets Anderon venture to anchor quantum wafer supply

IBM is building a foundry to produce silicon wafers used in quantum-computing processors, seeking to become an indispensable part of the quantum economy under development. Called Anderon,...

Wednesday 24 June 2026

AI server demand drives Taiwan PCB output toward NT$256.1B in 2Q26

Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources,...

Wednesday 24 June 2026

Flexible AMOLED phone panel prices face pressure amid ongoing memory cost rise

Global smartphone buyers may see continued pricing pressure across display supply chains as a weak handset recovery and rising memory costs weigh on panel makers. In China and other...

Wednesday 24 June 2026

AI server VRM shifts drive power shortages and stretch lead times past 6 months

The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads...

Wednesday 24 June 2026

VFT targets semiconductors, foldable display, energy materials

Optical film and nano-coating materials developer Victory For Technology (VFT) is focusing on three key areas — AI and semiconductor...

Wednesday 24 June 2026

AI robot paths split as humanoid prices plunge, industrial orders hit record

China's Unitree Robotics has slashed its humanoid robot prices sharply, in stark contrast to the industrial robot market, where prices...

Wednesday 24 June 2026

Foldable iPhone centers on South Korean OLEDs for supply in 2026

Samsung Display (SDC) has reportedly won Apple's production approval for the OLED modules used in its first foldable iPhone and has officially begun production for initial shipments...

Wednesday 24 June 2026

Column: Physical AI commercialization's safety gap

The race to commercialize physical AI and autonomous robots is running into a fundamental challenge: existing robot safety frameworks...

Tuesday 23 June 2026

AI data center buildout fuels optical interconnect race, but 6-inch InP wafers hit supply wall

Technology giants are continuing to expand AI computing infrastructure, driving demand for high-performance optical interconnect components...

Tuesday 23 June 2026

Kaori's Kaohsiung plant targets 2027 output for AI cooling and green energy demand

Kaori Heat Treatment held a groundbreaking ceremony for its new plant at Kaohsiung's Ciaotou Science Park on June 23. Chairman Dr. Allen Wu led the management team at the event, joined...

Tuesday 23 June 2026

Smartphone demand and chip supply pressures cloud 2H26 peak season outlook

Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of...

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