Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 16 September 2026

Physical AI could reshape industrial computing as Ennoconn sees a long growth cycle

Artificial intelligence is moving beyond software and into physical systems, and Ennoconn Technology says that shift could create a...

Wednesday 16 September 2026

Samsung reportedly weighs Micron's newest memory for Galaxy S27

Samsung Electronics is reportedly testing Micron's most advanced 1γ LPDDR5X memory for possible use in the Galaxy S27 series, as rising costs around next-generation mobile DRAM...

Wednesday 16 September 2026

Exclusive: Wiwynn expands US, Mexico plants, aiming to double capacity by 2027

Wiwynn has officially kicked off mass production at its first US manufacturing facility. Departing from its previous strategy of leasing facilities in North America, the company is...

Wednesday 16 September 2026

Sharp opens orders for Foxconn-built Nvidia AI servers, targeting JPY250 billion by fiscal 2030

Sharp Corporation began taking orders in Japan on September 15 for AI servers procured from its Taiwanese parent, Foxconn, and equipped with Nvidia processors, giving the display and...

Wednesday 16 September 2026

Apple's foldable phone faces durability test as suppliers eye crease risks

Apple's first foldable phone is drawing worldwide attention because its design choices could shape how future bendable devices are built...

Wednesday 16 September 2026

AI server tracker: BMC, cable, case suppliers post August 2026 gains

Taiwan's AI server supply chain continued to show strong year-over-year growth in August, although performance varied significantly...

Wednesday 16 September 2026

DeepSeek to hire its first CFO as it aims for public listing, expands workforce

DeepSeek is reportedly set to hire Wentao Yan, a partner at venture capital firm GL Ventures, as its first CFO. If the appointment takes...

Wednesday 16 September 2026

Apple exits Musk's AI lawsuit, but the fight over iPhone AI access is only getting bigger

The recent AI antitrust case between two of the high-tech landscape's most powerful camps appears to have quietly ended following Elon Musk's legal retreat from Apple. But the battle...

Wednesday 16 September 2026

As AI data centers hit a transmission wall, GlobalFoundries pushes into silicon photonics

At the China International Optoelectronics Expo (CIOE), a palm-sized metal transceiver represents the shift from copper to light in data center infrastructure, one of the biggest transformations...

Wednesday 16 September 2026

AR glasses target 2 billion myopia users as China supply chain eyes doubling shipments

Suppliers in China's AR glasses supply chain see the approximately 2 billion people worldwide with myopia as a potential market and...

Wednesday 16 September 2026

Research Insight: Google scales TPU systems to 1 million chips as power becomes the bottleneck

At SEMICON Taiwan 2026, Google outlined the direction of its AI infrastructure, and DIGITIMES notes that the discussion extended well...

Wednesday 16 September 2026

iPhone Duo's identity shapes Apple's foldable strategy

Apple's first foldable iPhone, the iPhone Duo, is drawing close attention as analysts forecast shipments of 5 million to 6 million units...

Tuesday 15 September 2026

Wiwynn deepens US AI server footprint with US$1.6 billion Texas manufacturing hub

Wiwynn has officially opened its advanced manufacturing facility in Socorro, Texas, deepening the Taiwan-based server maker's US footprint. The move comes as booming AI infrastructure...

Tuesday 15 September 2026

China optical transceivers avoid US FCC curbs as NPO, CPO battle for high-speed interconnect supremacy

The US Federal Communications Commission (FCC) recently updated its equipment authorization rules, prohibiting authorization of devices...

Tuesday 15 September 2026

China's space-computing race moves beyond single satellites: Shanghai's gigawatt-scale AI ambition lands in orbit

While the US showcases its strength as one of the world's established space powers — reinforced by SpaceX's growing dominance in satellite connectivity — a quieter but...

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