Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 29 July 2026

Quanta buys AUO Taoyuan factory for NT$19.7B to expand AI server capacity

Quanta has agreed to buy AUO's Taoyuan factory in Guishan Hwa Ya Park for NT$19.7 billion, moving to add server production capacity as its Taiwan lines run at full utilization. The...

Wednesday 29 July 2026

Nvidia's Jensen Huang warns US officials about banning Chinese open-weight models

Nvidia CEO Jensen Huang once again voiced his support for open-weight and open-source AI, a form of model that has caught official...

Wednesday 29 July 2026

NXP finds new AI data center role beyond GPUs

NXP Semiconductors' physical AI strategy extends beyond vehicles, factories and robots. The same control, connectivity and real-time...

Wednesday 29 July 2026

Smartphone chip earnings will gauge 2026 demand as prices rise

Major smartphone system-on-chip vendors are set to report earnings this week and share outlooks for the traditional second-half peak...

Wednesday 29 July 2026

TDK and LG Innotek form partnership on physical AI sensors

TDK and LG Innotek are joining forces to develop sensors for Physical AI, a move that could shape future robotics and automation products used worldwide. The collaboration combines...

Wednesday 29 July 2026

Compal launches Employee Stock Ownership Trust to boost talent retention

Compal Electronics announced it officially launched its Welfare Employee Stock Ownership Trust (ESOT) plan in July 2026 to deepen its talent strategy amid intensifying global competition...

Wednesday 29 July 2026

Kbro lifts broadband investment as 10G service expands across Taiwan

Kbro Broadband said on the 27th that it will begin the second phase of its full-area upgrade plan in August and roll out its Kbro New...

Wednesday 29 July 2026

AI shift to inference boosts CPU server demand across the supply chain

The move from AI model training to inference is widening server demand beyond accelerators and easing margin pressure on hardware assemblers. For global readers, the shift signals...

Wednesday 29 July 2026

Samsung reveals battery life, durability details for smart glasses coming this fall

Samsung Electronics has shared new details about its upcoming smart glasses, including battery life and durability specifications, as the company moves to get ahead of privacy concerns...

Wednesday 29 July 2026

Core Scientific and AMD joing forces to boost AI infrastructure

Core Scientific and AMD have announced a significant partnership to boost AI infrastructure and address the growing demand for artificial...

Wednesday 29 July 2026

China Mobile adds AI and HD video to its mobile voice calling service

China Mobile has upgraded its traditional voice service with generative AI, cybersecurity, and high-definition video, as China's telecom sector pushes basic communications toward more...

Tuesday 28 July 2026

Nvidia says smuggling is a 'nonstarter' as Taiwan arrests its employee in GB300 server scheme

A senior sales manager allegedly helped route GB300-equipped servers through Japan and Hong Kong over three years, in a scheme prosecutors value at up to $300 million

Tuesday 28 July 2026

Qualcomm chip price hike to squeeze China's Android makers on two fronts

China's smartphone brands are bracing for a new round of cost pressure after Qualcomm reportedly notified customers of double-digit percentage price increases on products shipped from...

Tuesday 28 July 2026

Samsung trims Z Fold8 display module 10% using Flex Titanium

Samsung Electronics has introduced Flex Titanium technology in its next-generation foldables, the Galaxy Z Fold8 and Z Fold8 Ultra, cutting display module thickness by 10% to make...

Tuesday 28 July 2026

Google TPU surge and Meta capacity push fuel CSP capex wave

AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge...

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