Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 10 April 2026

Amazon signals chip export ambitions as in-house silicon business tops US$20 billion run rate

Amazon's custom chip business has surpassed an annual revenue run rate of more than US$20 billion, CEO Andy Jassy said in his annual shareholder letter, according to The Information...

Friday 10 April 2026

Blaize and Nokia expand partnership to validate hybrid AI infrastructure across Asia-Pacific

Blaize and Nokia expanded their partnership to validate and build a hybrid AI infrastructure across Asia-Pacific, promising enterprises more efficient edge-to-cloud AI deployment,...

Friday 10 April 2026

Anthropic reportedly explores in-house chip design amid rapid revenue growth and evolving AI compute stack

Anthropic is exploring the possibility of designing its own AI chips, though the effort remains at a very early stage, Reuters reported, citing three sources familiar with...

Friday 10 April 2026

Meta deepens CoreWeave partnership as AI infrastructure spending accelerates amidst rising capital demands

CoreWeave and Meta Platforms have expanded their long-term partnership in a deal that underscores the scale and urgency of infrastructure investment required to support next-generation...

Friday 10 April 2026

Inventec posts record March and 1Q26 revenue on AI server strength

Inventec achieved an all-time revenue high in March 2026, fueled by robust orders and shipments of AI servers. The company reported March revenue of NT$87.563 billion (US$2.8 billion),...

Friday 10 April 2026

Flytech sees 11% revenue rise in 1Q26, led by Asia-Pacific new models

Industrial PC (IPC) maker Flytech Technology's 11% year-over-year revenue increase in the first quarter of 2026, driven by strong Asia-Pacific shipments, signals potential supply and...

Friday 10 April 2026

Taiwan's Auden integrates algorithms into satellite antennas for global markets

In response to shifting geopolitical landscapes and evolving customer demands, Taiwanese radio-frequency antenna maker Auden is accelerating...

Friday 10 April 2026

Swancor eyes dual-engine growth on AI robotics and aerospace composites

Swancor Holding reported first-quarter 2026 revenue of NT$190 million (US$5.99 million), marking a pivotal shift in its business mix as its AI robotics segment crossed NT$10 million...

Friday 10 April 2026

China's 6G wait: SoC vendors brace for years of sluggish smartphone demand

Chinese smartphone brands have recently encountered significant headwinds. Government subsidy effects have largely lost their ability to further stimulate sales, while product prices...

Thursday 9 April 2026

Blaize, Nokia advance hybrid AI deployment with joint showcase at GITEX Asia

Blaize and Nokia are advancing their collaboration on hybrid artificial intelligence (AI) infrastructure, moving toward real-world deployment...

Thursday 9 April 2026

Hinge maker Jarllytec expands into optical communications, targets AI server demand

Jarllytec said operations rebounded in March 2026, driven by shipments of new hinge components for Chinese foldable smartphones. In the near term, shipment peaks for these products,...

Thursday 9 April 2026

Chenbro Micom sees AI-driven hardware surge bolstering global data center deployments

Chenbro Micom's strong March and first-quarter 2026 results underscore accelerating global demand for data center hardware driven by end-user AI, suggesting broader supply-chain and...

Thursday 9 April 2026

Apple reportedly kicks off foldable iPhone trial production, final mass production timing undecided

Apple's first foldable smartphone is generating significant buzz as one of the few compelling topics in an otherwise subdued smartphone market. According to Apple's supply chain sources,...

Thursday 9 April 2026

Wi-Fi 7 orders set to overtake Wi-Fi 6 as businesses upgrade networks

After several years of anticipation, Wi-Fi 7 is finally beginning to gain traction. Industry suppliers say meaningful adoption did not begin until 2025, but many now expect 2026 to...

Thursday 9 April 2026

Microloops rides AI boom, aims to double 2026 revenue

Cooling module manufacturer Microloops has said its major cloud service provider (CSP) customer has been increasing pull-ins starting in the second quarterof 2026, driving significant...

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