Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 7 August 2026

Iron Force Industrial posts weaker first half as it pushes AI server cooling parts

Iron Force Industrial reported first-half 2026 consolidated revenue of NT$2.441 billion, down 2.98% from a year earlier, as rising pressure on its automotive business weighed on results...

Friday 7 August 2026

US optical transceiver ban risks slowing AI data center build-out

A proposed US ban on new Chinese optical transceivers could disrupt the build-out of AI data centers before Western suppliers have enough capacity to replace Chinese production, raising...

Friday 7 August 2026

Analysis: SpaceX's Nvidia exclusivity isn't a knock on AMD — it's a land grab in orbit

SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets...

Friday 7 August 2026

Inside Terafab: Musk's US$16.8B bet to turn AI chip shortages into a homegrown supply chain

Elon Musk's ambitions across AI, robotics and space infrastructure are moving into a new phase following the unveiling of Terafab,...

Friday 7 August 2026

Microsoft launches fourth cloud region in India as AI demand accelerates

Microsoft has opened its India South Central cloud region in Hyderabad, expanding local capacity for customers in one of the world's fastest-growing digital markets. The move could...

Friday 7 August 2026

Wistron rumored to win Oracle AI server order as new customers expand

Wistron has secured new AI server customers, including enterprise accounts Hewlett Packard Enterprise (HPE) and Lenovo Group, as well as a reported cloud services provider (CSP) order...

Friday 7 August 2026

Nvidia seeks China AI-RAN partners to bring GPU computing into 6G networks

Nvidia is seeking Chinese telecom equipment partners to develop 6G AI radio access network base stations for overseas markets, according...

Friday 7 August 2026

Inventec forecasts weaker notebook shipments as server growth continues in the third quarter

Inventec said notebook shipments will soften in the third quarter after customers pulled in orders during the first half, lifting volumes above expectations, while server shipments...

Friday 7 August 2026

Chinese optical suppliers confront FCC threat after US$19.1B sell-off

Chinese optical transceiver suppliers are trying to calm investors after reports that the US Federal Communications Commission (FCC) may...

Friday 7 August 2026

Huawei's Richard Yu warns of smartphone price hikes as memory costs soar

Huawei executive director and Consumer Business Group chairman Richard Yu warned on August 5 that sharply rising memory costs could trigger widespread smartphone price increases, saying...

Friday 7 August 2026

Why countering drones is the ultimate stress test for on-device AI

Drones, robots and self-driving vehicles are becoming the new proving ground for artificial intelligence. Machines are taking on more...

Thursday 6 August 2026

Apple scrambles to secure DRAM as US$1 billion worth of iPhone 18 chips reportedly await packaging

Apple and its manufacturing partners are rushing to secure mobile DRAM ahead of the expected launch of the iPhone 18 lineup, as about...

Thursday 6 August 2026

Taiwan unveils four semiconductor pillars for Smart Nation 2.0 plan

On August 5, Taiwan's National Science and Technology Council said it had completed the central government's 2027 budget plan, with...

Thursday 6 August 2026

China smartphone shipments fall 5.5% as 5G models gain share

China smartphone shipments fell 5.5% year-over-year in the first half of 2026 even as 5G handset shipments rose 1.7%, according to the China Academy of Information and Communications...

Thursday 6 August 2026

iBase Solution unit lands U.S. optical module cooling orders after July launch

Industrial computer maker iBase Solution said its new subsidiary, which began operations in July 2026, has already moved into production after completing qualification with US customers...

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