Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 30 July 2026

Microsoft raises AI infrastructure spending outlook as Azure growth tops expectations

Microsoft reported stronger-than-expected fiscal fourth-quarter results, driven by accelerating Azure cloud growth and rising adoption...

Thursday 30 July 2026

Samsung device business swings to loss in 2Q26 as memory boom drives up component costs

While record memory earnings powered Samsung Electronics to an all-time-high quarter — consolidated revenue of KRW171.5 trillion...

Thursday 30 July 2026

Arm readies AGI CPU shipments, eyes 3Q stream in fiscal 2028

Arm Holdings is preparing its first self-designed data center CPU, the Arm AGI CPU, for shipments by the end of calendar 2026, and...

Thursday 30 July 2026

Meta forecasts higher AI spending as legal costs weigh on profit despite strong revenue growth

Meta Platforms reported strong second-quarter revenue growth driven by its Family of Apps business, but lower profit and a higher spending outlook highlighted the mounting costs of...

Thursday 30 July 2026

Samsung says rising memory costs will lift Taiwan smartphone market value more than 8% in 2026

Rising prices for memory and other key components are weighing on smartphone demand in Taiwan, but the overall market value is still expected to grow in 2026, according to Samsung...

Thursday 30 July 2026

Research Insight: German automakers shift strategy as AI powers next-gen cars

Global automakers are facing slower market growth, the rapid rise of Chinese carmakers, and sustained EV investment, with Volkswagen,...

Thursday 30 July 2026

AMD's Helios gains ground in challenge to Nvidia's CUDA

AI infrastructure competition is intensifying, but the market is no longer focusing only on GPU performance and is instead re-evaluating the entire computing system. For AMD, the chance...

Thursday 30 July 2026

Kinko says Taiwan optics can cut AR glasses weight and cost for mainstream adoption

AR smart glasses are shaping up as the next revolutionary device after PCs, smartphones, and smartwatches, but the global optics supply chain still faces a major hurdle: making them...

Thursday 30 July 2026

Nvidia invests US$1B in Naver's sovereign AI push

Nvidia plans to invest in South Korean internet and cloud giant Naver through a US$1 billion third-party share issue for about a 4.5% stake, a move that could make it Naver's third-largest...

Thursday 30 July 2026

Less hardware, smarter AI: how a Taiwan startup is making smart glasses weightless

A Taiwan startup says it has found a way to hide advanced eye-tracking technology inside what looks like an ordinary pair of glasses...

Thursday 30 July 2026

Taiwan smartphone shipments fell below 400,000 in June as seasonal slowdown hits

Taiwan's smartphone market slipped into its usual June sales lull, pushing monthly shipments back below 400,000 units. A handset distribution source said total shipments reached 395,000...

Wednesday 29 July 2026

Quanta buys AUO Taoyuan factory for NT$19.7B to expand AI server capacity

Quanta has agreed to buy AUO's Taoyuan factory in Guishan Hwa Ya Park for NT$19.7 billion, moving to add server production capacity as its Taiwan lines run at full utilization. The...

Wednesday 29 July 2026

Nvidia's Jensen Huang warns US officials about banning Chinese open-weight models

Nvidia CEO Jensen Huang once again voiced his support for open-weight and open-source AI, a form of model that has caught official...

Wednesday 29 July 2026

NXP finds new AI data center role beyond GPUs

NXP Semiconductors' physical AI strategy extends beyond vehicles, factories and robots. The same control, connectivity and real-time...

Wednesday 29 July 2026

Smartphone chip earnings will gauge 2026 demand as prices rise

Major smartphone system-on-chip vendors are set to report earnings this week and share outlooks for the traditional second-half peak...

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