Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 22 July 2026

Samsung's next Galaxy phones may deepen Qualcomm reliance, underscoring the limits of Exynos revival

Samsung Electronics is expected to rely heavily on Qualcomm chips in its next Galaxy phones, according to market reports, a sign that the company is still prioritizing flagship performance...

Wednesday 22 July 2026

Wistron opens first US mass-production plant; Jensen Huang says more factories needed as Nvidia capacity doubles

Wistron officially opened its Dallas, Texas plant on July 21, becoming the company's first mass-production facility in the US and the first US mass-production plant among Nvidia's...

Wednesday 22 July 2026

'Don't panic about Kimi K3': Jensen Huang claims everyone got the logic backwards

The AI industry may be riding a wave of momentum, but two clouds have recently unsettled the outlook: growing public opposition to...

Wednesday 22 July 2026

Nvidia details AI rack strategy with Vera Rubin NVL72 and custom Vera CPU

Nvidia's newly detailed Vera Rubin NVL72 is being pitched less as a faster chip and more as a cheaper unit of AI output. This shift...

Wednesday 22 July 2026

WAIC 2026: Biren's 1,024-GPU NPO super node sharpens China's AI infrastructure race

Chinese GPU developer Biren Technology unveiled a next-generation near-packaged optics (NPO) super node at the World Artificial Intelligence...

Wednesday 22 July 2026

Supermicro's record US$60 billion orders, tied to SpaceX, overshadow soft revenue

Supermicro's preliminary fourth-quarter results suggest the server maker's bet on rack-scale AI infrastructure is beginning to pay off in profitability, not just volume — and...

Wednesday 22 July 2026

Apple and Samsung drive foldables toward 4:3 displays as market enters next design cycle

The global foldable smartphone market is entering a new product cycle as Apple prepares to debut its first foldable iPhone and Samsung Electronics reportedly reshapes its foldable...

Wednesday 22 July 2026

Xiaomi raises 2026 phone target as memory prices strain brands

China's smartphone market is seeing a shift in demand trends. Xiaomi has reportedly raised its full-year 2026 smartphone shipment target from about 90 million units to 110 million,...

Wednesday 22 July 2026

Samsung expands Nvidia ties as AI inference drives NAND demand

Samsung Electronics is expanding its Nvidia relationship into NAND flash as AI inference creates demand for high-capacity enterprise storage.

Wednesday 22 July 2026

Tesla's EV platform powers Optimus scale production edge

Tesla's humanoid robot Optimus is set to begin mass production at the end of July, according to supply chain sources. Tesla previously retooled an electric vehicle production line...

Wednesday 22 July 2026

Ablecom expands Taoyuan capacity to meet rising AI server rack demand

Ablecom Technology said it is expanding production capacity in Taoyuan, Taiwan, as demand grows for AI high-density compute and hyperscale data center buildouts. The chassis and advanced...

Tuesday 21 July 2026

Google developing 'frozen' chip that embeds Gemini models for efficiency gains

Google is reportedly developing a new chip that embeds information from its Gemini AI models directly onto the silicon to boost efficiency...

Tuesday 21 July 2026

Samsung, SK Hynix and Micron pull back on in-house CXL controller plans

Samsung Electronics, SK Hynix and Micron Technology are reportedly scaling back or shelving plans to commercialize internally developed...

Tuesday 21 July 2026

China's Z.ai reportedly powers up 1GW data center built entirely on domestic chips

Chinese AI developer Z.ai has completed a giant data center running exclusively on domestically made chips, a milestone in Beijing's...

Tuesday 21 July 2026

Phone prices to surge in 2H26 as low-end models fade

As the AI boom keeps memory shortages running hot, steep price hikes for smartphones in the second half of 2026 are coming into view...

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