Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

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...

Tuesday 28 July 2026

Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China

Samsung Electronics is evaluating the use of lower-cost Chinese DRAM in some smartphones as it seeks to offset rising component costs and regain momentum in China's highly competitive...

Tuesday 28 July 2026

LG wins Nvidia certification for 600kW CDU and lands North America data center project

LG Electronics said on July 27 that its 600kW coolant distribution unit has received Nvidia certification after passing more than 100 standardized AI factory technology validations...

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...

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