Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 17 July 2026

Nvidia unveils Thor-based modules for robots and edge AI

Nvidia has introduced new Thor-based modules aimed at powering robots and autonomous machines as they move into broader commercial use...

Friday 17 July 2026

Hygon forecasts higher first-half 2026 revenue and profit

Hygon Information Technology said its first-half 2026 results are expected to rise sharply, signaling continued demand for domestic high-end chips as AI, cloud computing, and localization...

Friday 17 July 2026

Shopee pushes in-house data centers, boosts Southeast Asia supply chain

Sea Group's data center push in Southeast Asia is creating new demand for servers, components, and integration services, with global supply chains likely to feel the effects. Singapore...

Friday 17 July 2026

SOFC gains traction in AI data centers, opening three paths for Taiwan suppliers

As AI ushers in an era in which computing capacity increasingly translates directly into power demand, energy has become the foundational layer of the "five-layer cake" framework outlined...

Friday 17 July 2026

Aurora Group expands enterprise AI services with 12 workplace use cases

On July 15, Aurora Group expanded its enterprise AI push, unveiling 12 use cases through Aurora Cloud and GPI for companies looking to match AI tools with specific business problems...

Thursday 16 July 2026

AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story

Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the...

Thursday 16 July 2026

Taiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June

Taiwan suppliers linked to the AI server market posted broad revenue growth in June, with rail-kit and server-chassis makers recording the fastest year-over-year gains as demand for...

Thursday 16 July 2026

Apple Intelligence edges closer to China with Alibaba Qwen integration

Apple Intelligence has passed a key regulatory milestone in China, bringing the iPhone maker closer to launching generative AI features for mainland users after a prolonged delay.

Thursday 16 July 2026

InP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle

As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power continuous-wave (CW) lasers are becoming a strategic battleground for global technology companies...

Thursday 16 July 2026

Groups urge EU interim measures against Broadcom amid VMware antitrust case

A European industry group, the Cloud Infrastructure Services Providers in Europe (CISPE), has joined four other trade organizations...

Thursday 16 July 2026

Apple lawsuit targets OpenAI's AI hardware ambitions

Apple has sued OpenAI for allegedly stealing trade secrets, but the real fight is over who controls the entry points of AI. As LLM technology converges, the case shows that competition...

Thursday 16 July 2026

Starlink's Taiwan entry gains momentum as Chunghwa Telecom seeks exclusive partnership

Taiwan's Legislative Yuan Transportation Committee approved amendments to Article 36 of the Telecommunications Management Act in its...

Thursday 16 July 2026

OnePlus's rumored Western exit signals deeper strain from the memory crisis for phone brands

OnePlus, an Android brand that once cultivated a devoted following among enthusiasts, is reportedly preparing to cease operations in...

Thursday 16 July 2026

Jensen refutes Vera Rubin's delay, continuing Nvidia's running rebuttal of the rumor mill

Nvidia co-founder and chief executive Jensen Huang used a developer event in Tokyo on July 15 to reject reports that manufacturing...

Thursday 16 July 2026

Apple reportedly explores AI chip acquisitions as it races to strengthen its infrastructure

Apple is exploring acquisitions of semiconductor companies to accelerate development of AI server chips, reflecting mounting pressure to improve the computing infrastructure behind...

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