Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 1 October 2026

Synopsys and Amazon sign US$1 billion-plus deal to speed custom chip development

Synopsys announced a strategic agreement with Amazon on September 30, a multi-year deal valued at more than US$1 billion that is intended to speed up Amazon's custom silicon work and...

Thursday 1 October 2026

Analysis: China's AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion

China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already...

Thursday 1 October 2026

Samsung raises Galaxy S26 prices in South Korea seven months after launch

Under pressure from rising memory prices, Samsung Electronics has raised the South Korean launch prices of its Galaxy S26 series about seven months after release. Most models went...

Thursday 1 October 2026

Huawei makes Mate 90 showcase for its Tau chip strategy

Huawei unveiled its Mate 90 smartphone series on October 1, with Richard Yu, Huawei executive director and chairman of the Consumer BG, introducing the new devices alongside a new...

Thursday 1 October 2026

Machvision's dual-track strategy enters early growth as semiconductor, substrate visibility reaches 3 years

Machvision said its "dual-track, four-line" strategy has entered an early growth phase as demand for AI servers, high-speed transmission, and advanced packaging continues to rise....

Thursday 1 October 2026

Samsung AI Forum 2026 puts agentic AI at center of transformation across devices, robotics, and chipmaking

Samsung Electronics brought global AI experts and researchers together in Seoul on September 30 for the Samsung AI Forum 2026, exploring how agentic AI and physical AI can deliver...

Thursday 1 October 2026

Jabil targets US$17.5 billion in data center revenue as it builds out power, cooling, and networking

Jabil's plan for fiscal 2027 puts a price tag on its move from building servers to building the power, cooling, and networking systems around them. The company expects about US$17.5...

Thursday 1 October 2026

Honor joins Taiwan foldable phone race with Magic V6

Honor launched its first foldable smartphone in Taiwan, the Magic V6, on September 30, about six months after formally entering the local smartphone market in April 2026. The company...

Thursday 1 October 2026

HPE secures US$1.2 B order from Vultr for first AMD Helios AI rack systems

Hewlett Packard Enterprise announced a major US$1.2 billion order from Vultr, which HPE describes as the world's largest privately held cloud infrastructure...

Thursday 1 October 2026

Google to test AI computing in space with first orbital TPU launch

Google is preparing to send its in-house AI accelerator, the Tensor Processing Unit (TPU), into low Earth orbit for the first time as it explores whether AI computing can eventually...

Thursday 1 October 2026

AWS Trainium 3 shipments stall as supply chain sees turnaround

AWS's latest Trainium 3 shipments appear to be running behind expectations, but the strain reflects broader pressures that global readers will recognize across the AI hardware supply...

Thursday 1 October 2026

Jabil targets 24% growth in FY27 as AI hardware ramp reshapes business

Jabil's fourth quarter of fiscal 2026 marked the point at which AI data-center hardware became the clear center of gravity for the US contract manufacturer. Revenue for the three months...

Wednesday 30 September 2026

Apple A20 Pro ditches PoP memory packaging for WMCM

Apple's A20 Pro chip has dropped traditional package-on-package (PoP) packaging in favor of Wafer-Level Multi-Chip Module (WMCM), with memory and processor dies laid out side by side...

Wednesday 30 September 2026

Chief Telecom, Google Cloud launch backup services to bolster cable resilience

Chief Telecom said on September 30 that it is working with Google Cloud to combine international submarine cable resources and deploy Cross-Site Interconnect (CSI) technology. The...

Wednesday 30 September 2026

Samsung SDI targets AI data centers with cylindrical LFP batteries and fire-propagation safeguards

Samsung SDI is accelerating its push into the artificial intelligence (AI) data center battery market, unveiling, for the first time, a cylindrical lithium iron phosphate (LFP) battery...

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