Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 2 July 2026

Apple PCB suppliers press ahead with iPhone 18 buildup despite memory price shock

Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in...

Thursday 2 July 2026

Apple's reported pursuit of Chinese memory chips revives supply chain and geopolitical tensions

Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a...

Thursday 2 July 2026

SoftBank leads Japan's sovereign AI push, with Foxconn eyeing the compute backbone

Japan's sovereign AI push is moving from policy ambition to industrial buildout, with SoftBank-backed Noetra at the center, and Foxconn...

Thursday 2 July 2026

Meta's alleged turn from AI buyer to seller raises new questions about AI spending, returns, and competition

Meta Platforms' reported interest in selling excess AI computing capacity has stirred debate over whether the company is seeking a new way to monetize heavy infrastructure spending...

Thursday 2 July 2026

Ericsson says AI demand is accelerating 5G SA and FWA deployment

Ericsson Taiwan president David Chou said the rapid expansion of AI applications and sustained enterprise investment in cloud computing are making mobile networks a critical layer...

Thursday 2 July 2026

LG Electronics creates robot business center to scale physical AI and robotics supply chain

LG Electronics announced the creation of a robot business center to accelerate its physical AI and robotics efforts, the company said. The new organization will consolidate development,...

Thursday 2 July 2026

Huawei raises prices despite China smartphone gains, exposing AI cost squeeze

Huawei's planned July price increase shows that China's smartphone cost crunch has moved from supplier negotiations to consumer pricing, even for a domestic brand gaining market sh...

Thursday 2 July 2026

Samsung exec calls for nuclear expansion to support Gwangju fab plan

Samsung Electronics' plan to build two new semiconductor fabs in Gwangju is turning South Korea's southwest chip push into a test of...

Thursday 2 July 2026

AI server demand drives MiTAC to expand in Taiwan, Vietnam, and California

MiTAC Holdings' subsidiary, MiTAC Computing Technology, has won strong demand from US cloud customers, driving a sharp rise in orders and a global expansion plan from Asia to North...

Thursday 2 July 2026

General-purpose server shipments surge, boosting Taiwanese connector makers

Agentic AI demand is driving major US cloud providers such as Google and Amazon to expand data centers, lifting global server shipments and triggering a new wave of orders for Taiwan...

Wednesday 1 July 2026

Nvidia GPU-network ecosystem tops data center Ethernet switches

According to IDC's latest data, Nvidia's networking business has surged to the top, with the company becoming the revenue leader in the global data center Ethernet switch market for...

Wednesday 1 July 2026

Analysis: Apple isn't a victim of memory price surge; it's the biggest winner

Every major consumer electronics company has raised prices this year. The reason, in almost every case, is the same: memory costs have surged, driven by AI data center demand that...

Wednesday 1 July 2026

OpenAI engineers claim to discover way to cut inference costs in half

OpenAI engineers claim to have figured out a way to halve the costs of inference using its models, according to The Information. The development comes as AI model developers...

Wednesday 1 July 2026

Albatron GM detained in Nvidia-linked Supermicro smuggling probe as firm moves to install acting chief

Taiwan's Keelung prosecutors detained Albatron Technology general manager Kevin Lu on Tuesday on suspicion of smuggling Supermicro...

Wednesday 1 July 2026

China's price war cuts humanoid robot hand costs in half — but precision parts resist

Competition in China's humanoid robot market is driving down prices for dexterous hands and other key parts, with implications for...

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