Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 28 July 2026

Apple, Micron's clash over CXMT puts White House in the middle

Apple and Micron are fighting over whether the smartphone maker can buy memory chips from Chinese manufacturer ChangXin Memory Technologies (CXMT) for non-US devices, a move opposed...

Tuesday 28 July 2026

Nvidia's Vera targets AI server growth, with CSP adoption the key test

Nvidia is pushing into the server CPU market with its Vera chip as AI infrastructure competition enters a new phase, seeking to evolve from a chip supplier into a full AI computing...

Tuesday 28 July 2026

China faces AI compute divide as advanced capacity falls short and lower-tier resources sit underused

China's AI computing infrastructure is developing along two sharply divergent paths. As large language models and AI agents gain traction across industries, rapidly rising token consumption...

Monday 27 July 2026

Apple reportedly delays smart glasses launch to late 2027 due to privacy risks

Apple plans to present its first smart glasses during its Worldwide Developers Conference (WWDC) in June 2027 before opening them for sale later in the year. This timeline has reportedly...

Monday 27 July 2026

Nvidia's Vera CPU targets go beyond Intel and AMD

After Nvidia has grown into a global giant on GPUs, why is it suddenly delving into CPUs? At first glance, its Vera is entering the server CPU market, where its rivals are naturally...

Monday 27 July 2026

Pegatron unveils AMD EPYC server platform for AI and HPC

Pegatron unveiled a new server platform powered by AMD's sixth-generation EPYC processors at AMD Advancing AI 2026, targeting enterprise AI, agentic AI, high-performance computing...

Monday 27 July 2026

Nvidia weighs US$250B backstop for OpenAI's Ohio data center

Nvidia is in talks to provide a financial backstop of roughly US$250 billion that would help OpenAI lease and finance a massive AI...

Monday 27 July 2026

Research Insight: Inside Tesla's bet on Optimus to offset slowing EV growth

Tesla's push into humanoid robots signals the company's effort to offset a cooling electric vehicle market and intensifying competition...

Monday 27 July 2026

India's HCLTech plans US$4.4B AI data center

HCLTech said it plans to establish its first AI data center at the upcoming Odisha Sovereign AI Park, marking a further step in its expansion into the full-stack artificial intelligence...

Monday 27 July 2026

IDMs target AI margins, boosting Taiwan power suppliers

International IDMs such as Texas Instruments (TI) and STMicroelectronics are leaning into AI data-center demand, while the market's shift toward 400V and 800V power architectures is...

Monday 27 July 2026

AMD widens robotics push with Taiwan IPC partners as it targets Nvidia lead

AMD is deepening its robot and physical AI ambitions, and the move could matter far beyond Taiwan's industrial PC sector. By building a broader partner network in edge AI and robotics,...

Monday 27 July 2026

TIER says Taiwan exports and investment can help absorb geopolitical shocks

Taiwan's export and investment momentum remained strong enough to partly offset geopolitical shocks, according to the Taiwan Institute of Economic Research (TIER). The think tank said...

Monday 27 July 2026

TIER lifts Taiwan 2026 growth forecast and flags AI bubble risks

Taiwan Institute of Economic Research raised its forecast for Taiwan's 2026 gross domestic product (GDP) growth to 10.38% and said the artificial intelligence investment boom has become...

Monday 27 July 2026

SK Telecom forms SK Hyper to build 15GW of AI data centers by 2035

SK Telecom has created a dedicated subsidiary, SK Hyper, to develop AI data center businesses and expand South Korea's domestic AI infrastructure. The move supports the government's...

Monday 27 July 2026

GIGAIPC eyes retail, manufacturing and healthcare as edge AI adoption accelerates

GIGAIPC, an edge AI and industrial computing subsidiary of Gigabyte Technology, is set to begin trading on Taiwan's Emerging Stock Market on July 27. The company plans to deepen its...

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