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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 3 November 2026
Nvidia uses 8,192 GPUs to set fault-tolerant quantum simulation record, targeting error correction costs
Nvidia CEO Jensen Huang's latest European trip has highlighted another strategic priority: using massive computing resources to simulate quantum systems and establish a foothold in...
Tuesday 3 November 2026
Apple's iPhone Duo launch lifts Samsung Galaxy Z Fold 8 sales in South Korea
Samsung Electronics' Galaxy Z Fold 8 weekly sales in South Korea increased by more than 20% in the week after Apple launched its first foldable iPhone Duo, according to Seoul Economic...
Tuesday 3 November 2026
Mitsui Kinzoku raises ultrathin copper foil capacity target for third time as optical demand surges
Japan's Mitsui Kinzoku has announced its third capacity expansion plan since the start of fiscal 2026 for MicroThin, its ultrathin copper foil used in optical communications equipment...
Tuesday 3 November 2026
Motorola taps Taboola to bring trusted-media AI to smartphones
Performance advertising company Taboola is partnering with Motorola to bring its DeeperDive AI question-and-answer engine to the Moto G series of smartphones, offering users a new...
Tuesday 3 November 2026
Memory price surge hits smartphones, cutting 2026 mobile SoC shipments nearly 20%
The AI infrastructure boom has driven up memory prices across consumer electronics, dampening sales of smartphones and notebooks while hitting upstream system-on-chip (SoC) developers...
Tuesday 3 November 2026
Oracle to sell US$20 billion in stocks and bonds as concerns grow over debt-fueled expansion
Oracle aims to raise US$20 billion through selling stock and issuing bonds to fund its AI build-out. Its stock value dropped after the company filed the plans, a sign that investors...
Tuesday 3 November 2026
Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter

Apple's record fiscal 2026 performance left a central question unresolved: can premium-priced iPhones, AI, and expanding services sustain enough...

Tuesday 3 November 2026
Metaage posts 17% revenue growth through 3Q26, eyes AI expansion
Metaage, a subsidiary of Qisda, posted consolidated revenue of approximately NT$19 billion (US$583 million) for the first three quarters of 2026, up 17% from NT$16.2 billion in the...
Tuesday 3 November 2026
Analysis: Beyond iPhone growth, Apple's spending reveals broader cost challenge
Apple is committing more money to research and securing supplies while reducing cash spending on fixed assets, a combination that shows how its AI ambitions and component shortages...
Tuesday 3 November 2026
Malaysia sets 30% renewable energy rule for data centers as it tightens grid, water access
Malaysia is attaching tougher conditions to its data center boom, pairing a newly approved renewable energy quota with stricter screening of power and water requests and pressure on...
Tuesday 3 November 2026
Sumitomo Electric raises InP substrate capacity target to 4.5 times 2024 levels by FY2029
Surging demand for optical communications driven by AI and data center expansion has prompted Japan's Sumitomo Electric Industries to accelerate production capacity expansion for indium...
Tuesday 3 November 2026
AI spending surge puts tech giants’ cash flow under scrutiny
Amazon, Microsoft, Google, and Meta are expected to spend more than US$720 billion on capital expenditures in 2026 to build out AI infrastructure, nearly three times the level of two...
Tuesday 3 November 2026
High inventories threaten Taiwan manufacturing PMI expansion
The Chung-Hua Institution for Economic Research (CIER) released Taiwan's purchasing managers' index (PMI) for October 2026 on November 2, showing continued expansion, with the outlook...
Tuesday 3 November 2026
Marvell pays up for Lumentum, 33 times forward earnings, to match Broadcom on lasers
Marvell Technology's agreement to buy Lumentum Holdings would give the custom chip designer its own supply of indium phosphide (InP) lasers, one of the scarcest components in AI data...
Tuesday 3 November 2026
Nuvoton expects BMC shipments to expand in 2027 as CSPs, startups join
Nuvoton expects its baseboard management controller (BMC) business to grow faster in 2027 than in 2026, driven by strong AI demand, higher orders from existing customers, and new customers...