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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 27 August 2026
Tri-fold, rollable foldables intensify materials supply chain battle
Samsung Electronics' first tri-fold handset of 2025, the Galaxy Z TriFold, has repeatedly sold out, but with global shipments of only about 30,000 units, it functioned more as a technology...
Thursday 27 August 2026
CXMT lands early LPDDR6 opportunity with Xiaomi Xring O3, eyes China flagship phones
China's smartphone and memory supply chains are moving closer together, with Xiaomi's new Xring O3 processor potentially providing CXMT with an early commercial entry into the LPDDR6...
Thursday 27 August 2026
Analysis: From Starlink to Starmind, Nvidia deal reveals SpaceX's blueprint for an orbital AI economy
The recent disclosure of SpaceX's partnership with Nvidia to deploy Vera CPUs as part of the architecture behind SpaceXAI's Starmind AI satellite was an outright showcase of where...
Thursday 27 August 2026
Ablecom takes control of Jochu to expand AI server rack, liquid cooling business
Ablecom Technology said it had joined a private placement for Jochu Technology and become the listed company's largest shareholder, giving the Taiwan-based chassis and thermal solutions...
Thursday 27 August 2026
Commentary: Nvidia bets on open models to lift GPU usage
Nvidia is aggressively expanding into open-source models and positioning itself as the world's largest open AI contributor, as CEO Jensen Huang reshapes the company from a supporter...
Thursday 27 August 2026
Indian states begins to tighten screws on data centers even as the build-out accelerates
India's data center story has split in two. The pipeline forecasts keep getting bigger, but the money actually landing has thinned sharply since June — and the reason is no longer...
Thursday 27 August 2026
Apple, Huawei foldables to collide in September, lifting ultra-thin glass, hinge and cooling demand
Huawei and Apple are set to intensify competition in foldable smartphones in September, accelerating demand across a supply chain spanning foldable OLED panels, ultra-thin glass, hinges,...
Thursday 27 August 2026
Supply shortages, price hikes fail to slow new phone wave
Mobile phone sales are under pressure as shortages and price increases for multiple upstream components squeeze the market. But brand makers have stepped up new product launches, with...
Thursday 27 August 2026
Samsung Galaxy A1 DDI packaging shifts to Chipbond
Rising gold prices are squeezing Samsung Electronics' entry-level smartphone supply chain, with South Korean media reporting that back-end packaging and testing orders for display...
Thursday 27 August 2026
Lambda eyes US$3B funding ahead of 2027 IPO
Lambda, the Nvidia-backed neocloud provider, is seeking to raise as much as US$3 billion before a planned 2027 listing, with its valuation potentially reaching US$12 billion, according...
Thursday 27 August 2026
AWS, Nvidia expand AI partnership with plan for 2 million more GPUs
Amazon Web Services (AWS) and Nvidia are expanding their collaboration to add millions of GPUs and new infrastructure for agentic and physical AI. The move signals rising global demand...
Thursday 27 August 2026
Chinese GPUs head to space as MetaX payload begins in-orbit AI computing tests
Chinese GPU vendors are beginning to extend their applications beyond terrestrial computing and into space. The recently launched Yunjian Muxi satellite (Jitianxing A-04) carries an...
Thursday 27 August 2026
Nvidia's binding constraint moves from demand to cost, and it has now put a number on both
For the first time in this cycle, Nvidia has told investors where its gross margin will bottom out and how far short of demand its supply will fall - two admissions that shift the...
Thursday 27 August 2026
Nvidia's second quarter shows demand intact and the cash cycle stretching
Growth has stopped being the interesting question at Nvidia. Revenue for the quarter ended July 26, 2026 was US$96.2 billion, up 106% from a year earlier, and Data Center accounted...
Thursday 27 August 2026
Nvidia says AI labs it is helping to finance will be about a quarter of next year's business
Nvidia has put a figure on its exposure to the AI labs it helps fund. On its second-quarter earnings call, chief financial officer Colette Kress said the company expects "demand from...