Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 25 June 2026

JD.com targets 700,000 workers for retraining as robots reshape logistics

Founder and chairman of Chinese e-commerce platform JD.com Qiangdong Liu said at the 2026 APEC Business Leaders China Forum that logistics and delivery work will gradually be handled...

Thursday 25 June 2026

Nvidia's Huang puts national security first as he touts an AI factory boom at the annual meeting

At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance...

Thursday 25 June 2026

MediaTek, Google reportedly deepen ASIC ties as SerDes race hits 448G

MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide...

Thursday 25 June 2026

Qualcomm integrates Dragonfly data center systems into expanded Hugging Face AI partnership

Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises...

Thursday 25 June 2026

Nvidia and AWS deepen push to simplify AI infrastructure at scale

Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed,...

Wednesday 24 June 2026

Imoo overtakes Samsung to become No. 4 smartwatch brand

Imoo beat Samsung Electronics, Oppo, and Garmin to rank as the world's No. 4 smartwatch brand in global smartwatch sales in the first quarter of 2026. In fact, imoo's global smartwatch...

Wednesday 24 June 2026

SoftBank to build domestic AI server base as Japan pushes for sovereign compute

SoftBank, the telecom arm of SoftBank Group (SBG), is moving to localize a larger part of Japan's AI infrastructure stack, with plans to begin domestic AI server production in fiscal...

Wednesday 24 June 2026

China's LineShine supercomputer tops TOP500, but AI lead remains unclear

China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming...

Wednesday 24 June 2026

Humanoid-robot maker Agility Robotics to go public via SPAC at US$2.5 billion valuation

Agility Robotics, a maker of humanlike robots for factories and warehouses, is set to list publicly through a merger that values the company at about US$2.5 billion, executives told...

Wednesday 24 June 2026

IBM targets Anderon venture to anchor quantum wafer supply

IBM is building a foundry to produce silicon wafers used in quantum-computing processors, seeking to become an indispensable part of the quantum economy under development. Called Anderon,...

Wednesday 24 June 2026

AI server demand drives Taiwan PCB output toward NT$256.1B in 2Q26

Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources,...

Wednesday 24 June 2026

Flexible AMOLED phone panel prices face pressure amid ongoing memory cost rise

Global smartphone buyers may see continued pricing pressure across display supply chains as a weak handset recovery and rising memory costs weigh on panel makers. In China and other...

Wednesday 24 June 2026

AI server VRM shifts drive power shortages and stretch lead times past 6 months

The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads...

Wednesday 24 June 2026

VFT targets semiconductors, foldable display, energy materials

Optical film and nano-coating materials developer Victory For Technology (VFT) is focusing on three key areas — AI and semiconductor...

Wednesday 24 June 2026

AI robot paths split as humanoid prices plunge, industrial orders hit record

China's Unitree Robotics has slashed its humanoid robot prices sharply, in stark contrast to the industrial robot market, where prices...

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