Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 3 August 2026

Amazon deepens OpenAI ties with US$50B AWS expansion

Amazon has completed the latest round of its US$50 billion investment in OpenAI, fully funding an originally conditional financing package that gives it about a 5% stake in the company...

Monday 3 August 2026

Lite-On adds two major CSP customers as AI revenue tops 30%, targets 30% margin longer term

Lite-On Technology delivered record profitability in the second quarter of 2026, with gross margin reaching 27.2%, up 5.1% from a year...

Monday 3 August 2026

Drone delivery goes mainstream as Shenzhen becomes a robot hub

Meituan's drone delivery service can reach customers within 3 kilometers in about 15 minutes, rain or shine, and its daily use in Shenzhen is highlighting why the city has become a...

Monday 3 August 2026

Apple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap

Apple's latest earnings showed robust demand, but a weaker outlook for the coming quarter pointed to a supply-driven squeeze with implications for prices, suppliers, and device launches...

Monday 3 August 2026

South Korea accelerates LEO satellite ambitions, targets sovereign communications network by 2035

As Starlink's subscriber base has surpassed 12 million and rivals such as OneWeb and Amazon's Project Kuiper continue expanding their constellations, South Korea only officially launched...

Monday 3 August 2026

Xiaomi raises flagship phone prices as memory and chip costs climb

Xiaomi raised prices on several flagship smartphones in China on August 2, including the REDMI Turbo 5, K90 series, and Xiaomi 17 series, according to Xiaomi Store. The move adds CNY300...

Monday 3 August 2026

Taiwan manufacturing business climate improves in June, headlined by electronics sector

Taiwan's manufacturing climate improved in June 2026, with the electronics sector once again showing the clearest visibility, according to the Taiwan Institute of Economic Research...

Monday 3 August 2026

Rising component costs, new Indian incentives, and export push shape Dixon's outlook

Dixon Technologies said rising component prices pressured margins in the first quarter of fiscal 2027. Still, strong order inflows, a shift toward higher-value manufacturing, and new...

Monday 3 August 2026

Flexible PCB maker Flexium sees AI server shipments doubling after 2Q margin turns positive

Flexium Interconnect said its second-quarter operating loss narrowed from the previous quarter as new flexible printed circuit products entered mass production for a US customer's...

Monday 3 August 2026

Liteon lifts 2026 capex after AI data center demand sends 2Q profit up 126%

Liteon Technology posted record profit and margins for the second quarter of 2026, fueled by surging demand for AI data center power infrastructure. The company raised its full-year...

Monday 3 August 2026

FICG launches Singapore-Malaysia dual-core strategy

FICG's advanced manufacturing subsidiary PRO3C signed a memorandum of understanding (MOU) with AME Elite Consortium Berhad, a Malaysia-listed integrated industrial space solutions...

Monday 3 August 2026

Taiwan steps up investment in AI startups, compute infrastructure

The AI boom has been lifting Taiwan's upstream, midstream and downstream supply chains, but the country's application development remains...

Sunday 2 August 2026

Memory costs overtake smartphone chip costs as SoC shipments are set to fall 14%

Memory costs have moved ahead of smartphone system-on-chip (SoC) costs, and Counterpoint Research said the shift was already reshaping handset pricing and demand. The research firm...

Sunday 2 August 2026

Pittsburgh, Switzerland experts challenge Taiwan to move beyond robotics hardware

As AI shifts toward agentic and physical applications, industry observers say competition will no longer hinge on hardware manufacturing alone, but on the ability to integrate hardware...

Sunday 2 August 2026

Ennoconn tender for Kontron closes as Germany reviews foreign investment approval

Ennoconn Technologies' public tender offer for its subsidiary Kontron AG closed after the offer period ended, but the final outcome still depends on a German foreign direct investment...

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