Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 1 May 2026

China unveils CPU-only exascale supercomputer plan, targets 2 ExaFLOPS without GPUs

China's National Supercomputing Center in Shenzhen has launched the LineShine supercomputer project, aiming to break into the exascale...

Friday 1 May 2026

Column: Designing safety for VLA robots in commercial deployment

The deployment density of service and mobile robots in commercial environments has surged over the past three years. What began as narrowly defined automation—inspection units...

Friday 1 May 2026

Hardware bottlenecks emerge as humanoid robotics race intensifies

Competition in humanoid robotics has intensified in recent years, with advances in artificial intelligence and machine learning often cited as the main drivers of progress. However,...

Friday 1 May 2026

Commentary: Honor's robot win highlights thermal edge in robotics

The Beijing Humanoid Robot Half Marathon has concluded, but its outcome has ignited a wider industry debate. Rather than a leading robotics specialist, smartphone maker Honor emerged...

Thursday 30 April 2026

Google's split TPU chips signal shift from universal to specialized AI accelerators

Google has unveiled its eighth-generation Tensor Processing Units (TPUs) by splitting them into two distinct chips: the training-focused TPU 8t and the inference-optimized TPU 8i....

Thursday 30 April 2026

Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity

Microsoft executives defended the company's rising capital spending after reporting stronger-than-expected fiscal third-quarter results,...

Thursday 30 April 2026

Alphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth

Alphabet's first-quarter 2026 results point to a company increasingly defined by AI-driven momentum across search, cloud, and subscriptions—with...

Thursday 30 April 2026

Unisplendour, H3C gain from AI buildout, monetization in focus

China's AI infrastructure race is entering a phase where scale alone is no longer enough. As large models move from training to real-world...

Thursday 30 April 2026

Microsoft sales beat estimates as Azure growth eases spending concerns

Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption...

Thursday 30 April 2026

Lenovo sets US$100 billion revenue target as AI PCs and GPU servers drive growth

Lenovo Group told suppliers at its 2026 Global Supplier Conference on April 29 in Hefei that it expected surging demand for AI PCs and GPU servers to lift revenues and that the company...

Thursday 30 April 2026

Amazon highlights US$50 billion chip potential and advances LEO satellite plans

On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...

Thursday 30 April 2026

Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling

Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...

Thursday 30 April 2026

Qualcomm to ship custom product with hyperscaler in 4Q26

In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...

Thursday 30 April 2026

Amazon posts solid growth as AWS and AI investments drive momentum

ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose...

Thursday 30 April 2026

Qualcomm flags near-term headwinds as data center push gains traction

Qualcomm reported results broadly in line with its guidance, but noted ongoing headwinds from memory supply constraints and soft smartphone demand. Revenue for the fiscal second quarter...

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