Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

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...

Thursday 23 July 2026

Apple's first foldable iPhone faces production hurdles

Apple's long-rumored foldable iPhone is drawing fresh attention as supply-chain updates point to a possible debut at the company's...

Thursday 23 July 2026

Apple reportedly ramps up iPhone 18 production as Foxconn hiring surges and AI takes center stage

Apple has entered mass production of its upcoming iPhone 18 lineup, with manufacturing partners ramping output earlier than usual as...

Thursday 23 July 2026

Samsung unveils new foldables and smartwatches to sharpen health and sports focus

Samsung Electronics on July 22 introduced new Galaxy Z foldable phones and two smartwatches aimed at distinct users, underscoring how global demand is pushing wearables toward clearer...

Thursday 23 July 2026

Samsung Fold series debuts wide-screen design in strategic shift

Samsung Electronics unveiled three new foldable smartphones at its annual Galaxy Unpacked event in London on July 22, 2026, including the Galaxy Z Fold8, Galaxy Z Flip8, and Galaxy...

Thursday 23 July 2026

Apple and Klarna target sticker shock with Apple Upgrade device leasing plan

Apple plans to introduce a new device leasing program, marking a significant departure from how it has previously sold its products. The new payments scheme may help convince customers...

Thursday 23 July 2026

Samsung unveils new foldables in London as it expands lineup

Samsung Electronics used its annual Galaxy Unpacked event in London on July 22, 2026, to signal a broader push into foldable smartphones that could influence device trends worldwide...

Thursday 23 July 2026

Nvidia pushes Spectrum-6 Ethernet into gigascale AI factories, tightening grip on network layer

Nvidia is moving to lock down the networking layer of the world's largest AI data centers, unveiling its Spectrum-6 Ethernet switch...

Thursday 23 July 2026

Commentary: Intel must show real AI orders to prove its turnaround

Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...

Thursday 23 July 2026

Wistron chairman says US manufacturing is unavoidable

Wistron has opened its D1 AI smart factory in Fort Worth, Texas, beginning volume production of Nvidia GB300 compute boards in the US for the first time. The move underscores the push...

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