Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 24 July 2026

Nvidia 800V HVDC enters production in 1Q27, Delta set for 2Q ramp

SemiAnalysis recently forecast that large-scale deployment of Nvidia's native single-ended 800V high-voltage direct current power architecture could slip from the market's previous...

Friday 24 July 2026

Realme exits China smartphone market, Oppo hands domestic focus to OnePlus

Realme has stopped producing smartphones for China and will launch no new models there, ending its domestic expansion as parent company...

Friday 24 July 2026

OpenAI compute spending to reportedly rise from US$600B to US$750B

OpenAI has increased its projected spending on compute from US$600 billion to US$750 billion by 2030. The 25% increase is meant to give its models an edge during a time of intense...

Friday 24 July 2026

Apple prepares sweeping Mac refresh, betting on AI-driven demand

Apple is gearing up for a broad update to its entire Mac lineup, aiming to ride the wave of demand for high-performance computers driven by AI. New versions of nearly every Mac model...

Friday 24 July 2026

AI data centers emerge as dynamic loads, posing new challenges for power grids

As generative AI adoption accelerates, AI data centers are becoming one of the fastest-growing sources of electricity demand worldwide. Unlike conventional data centers, however, AI...

Friday 24 July 2026

German automakers reset strategy with AI, powertrain, and alliances

Volkswagen, BMW, and Mercedes-Benz are reshaping their growth strategies as the global auto market enters a low-growth era, with profitability...

Friday 24 July 2026

AI memory crunch hits smartphones and PCs, splitting winners from losers

AI-driven memory demand is raising smartphone and PC costs, weakening mass-market sales and widening the gap between premium brands and...

Friday 24 July 2026

AI data centers push liquid cooling into core infrastructure

Rising computing demand in AI data centers is turning liquid cooling from a premium option into a core infrastructure element for high-power...

Friday 24 July 2026

TEEMA advances Mexico science park plan as Sonora offers visa and policy support

The Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) moved its event promoting investment in science parks forward on July 21 in Taipei, with Mexico's Sonora state...

Thursday 23 July 2026

IBM trims revenue outlook as hardware demand reshapes client spending

IBM lowered its full-year revenue growth target after a second-quarter miss, saying clients shifted spending toward scarce hardware...

Thursday 23 July 2026

D-Link robot line starts in 3Q26; care model due in 2027

Networking brand D-Link has set up a subsidiary, D-Link Robotics, and is officially entering the service robot market. The new unit will focus on two niche applications, "smart companionship"...

Thursday 23 July 2026

Transsion raises phone prices to offset memory-chip inflation and weaker shipments

Transsion Holdings, Africa's largest smartphone vendor, expects revenue and profit to rise sharply in the first half of 2026 after higher...

Thursday 23 July 2026

Wistron launches first US-made Nvidia GB300 compute baseboard

Wistron opened its D1 AI smart factory in Fort Worth, Texas, on July 21 local time, and began mass production of the first Nvidia GB300...

Thursday 23 July 2026

Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers

The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...

Thursday 23 July 2026

D-Link wins sole-source Starlink switch contract through 2027

Taiwanese networking equipment vendor D-Link has officially entered SpaceX's supply chain and will begin shipping network switches for Starlink data-switching nodes in September 20...

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