CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
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...
Thursday 1 October 2026
AWS Trainium 3 shipments stall as supply chain sees turnaround
AWS's latest Trainium 3 shipments appear to be running behind expectations, but the strain reflects broader pressures that global readers will recognize across the AI hardware supply...
Thursday 1 October 2026
Jabil targets 24% growth in FY27 as AI hardware ramp reshapes business
Jabil's fourth quarter of fiscal 2026 marked the point at which AI data-center hardware became the clear center of gravity for the US contract manufacturer. Revenue for the three months...
Wednesday 30 September 2026
Apple A20 Pro ditches PoP memory packaging for WMCM
Apple's A20 Pro chip has dropped traditional package-on-package (PoP) packaging in favor of Wafer-Level Multi-Chip Module (WMCM), with memory and processor dies laid out side by side...
Wednesday 30 September 2026
Chief Telecom, Google Cloud launch backup services to bolster cable resilience
Chief Telecom said on September 30 that it is working with Google Cloud to combine international submarine cable resources and deploy Cross-Site Interconnect (CSI) technology. The...
Wednesday 30 September 2026
Samsung SDI targets AI data centers with cylindrical LFP batteries and fire-propagation safeguards
Samsung SDI is accelerating its push into the artificial intelligence (AI) data center battery market, unveiling, for the first time, a cylindrical lithium iron phosphate (LFP) battery...
Wednesday 30 September 2026
ByteDance makes up a fifth of China's AI data center capacity amid growing buildout
ByteDance occupies around a fifth of data center capacity in China, according to a recent report. This makes the company the largest customer for rented compute in the country at a...
Wednesday 30 September 2026
Commentary: Garmin returns to OLED, putting Micro LED on notice
Garmin's decision to offer OLED options but no Micro LED version in its new flagship smartwatches, the fenix 9 and fenix 9 Pro, has revived debate over whether the emerging display...
Wednesday 30 September 2026
Exclusive: Advantech Korea eyes smart surgery, nursing AI PoCs
While Advantech's healthcare business in South Korea remains predominantly hardware-focused—spanning ultrasound computing platforms and medical display partnerships—Charlie...
Wednesday 30 September 2026
Meta reaches agreements with Firmus on securing AI compute in Southeast Asia
Meta reached several agreements to source AI compute capacity from Firmus, an Australian neocloud, which will lease GPU compute capacity at its AI factories in Southeast Asia. The...
Tuesday 29 September 2026
Amazon buys NT$1.59 billion stake in one of its Taiwanese AI server suppliers
Amazon will take an equity stake in Gold Circuit Electronics (GCE), a Taiwanese maker of printed circuit boards (PCBs) for AI servers and network switches. GCE's board approved the...
Tuesday 29 September 2026
GF's MIPS bets on RISC-V physical AI, expands into autos and data centers
MIPS, a GlobalFoundries (GF) unit, said it has completed its integration with the ARC unit acquired from Synopsys earlier this year and is using the move to position RISC-V for physical...
Tuesday 29 September 2026
Qualcomm, Liquid AI tout on-device AI potential at Snapdragon Summit
Qualcomm Technologies held its Snapdragon Summit 2026 in Maui, Hawaii, from September 22 to 24. During the keynote on the second day, Qualcomm president and CEO Cristiano Amon spoke...