Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 22 September 2026

SiPearl delivers first homegrown server chips for Europe's exascale supercomputer

SiPearl, a fabless company backed by the European Union and France, has delivered the first Rhea1 CPU samples to Bull for integration into Europe's JUPITER supercomputer, moving the...

Tuesday 22 September 2026

Vivo unveils X500 strategy to bolster premium phone push

Vivo unveiled its new X500 series imaging flagship phones in Shanghai on September 21, 2026, aiming to build a stronger moat in mobile...

Tuesday 22 September 2026

Microsoft opens fourth India cloud region, casting Hyderabad as an AI hub for Asia and the Global South

Microsoft has turned a headline slice of its US$20.5 billion India commitment into operating infrastructure, opening a Hyderabad cloud region it intends to serve customers well beyond...

Tuesday 22 September 2026

Alibaba speeds V900 rollout, targeting 20GW of data centers

Alibaba Group is accelerating the rollout of its next-generation Zhenwu V900 accelerator by about six months as it expands a vertically integrated computing platform spanning processors,...

Tuesday 22 September 2026

DeepSeek bets on Huawei chips for model training as Nvidia's China sales slip

DeepSeek CEO Liang Wenfeng said during a call with investors that he aims to rely on Huawei chips to train the startup's models in the...

Tuesday 22 September 2026

Taiwan advances major science park expansion to support AI, semiconductor growth

Demand from high-tech companies for new research and manufacturing sites remains strong, prompting Taiwan to advance plans to expand...

Tuesday 22 September 2026

Apple's reported AI server push could reshape its role in enterprise infrastructure

Apple is reportedly developing an enterprise AI inference server powered by its in-house M8 Ultra chips. This move could mark its return...

Tuesday 22 September 2026

Brussels will put a public efficiency grade on Europe's data centers before it decides what to require of them

Europe intends to triple its data center capacity within five to seven years. On September 21, the European Commission set out how it...

Tuesday 22 September 2026

Huaqin challenges Quanta for Steam Deck ODM order

Industry sources say Valve is expected to launch a new Steam Deck in 2027, setting up a tougher contest for Taiwanese original design...

Tuesday 22 September 2026

Microsoft Taiwan to double data centers as AI computing demand exceeds supply

Microsoft is expanding its data center footprint in Taiwan from two facilities to four as global demand for artificial intelligence...

Tuesday 22 September 2026

Nscale seeks New York listing as AI infrastructure demand tests investor appetite

British neocloud provider Nscale has filed to list on the New York Stock Exchange, seeking up to US$3 billion in a deal that could value the company at US$30 billion to US$35 billion...

Tuesday 22 September 2026

Tesla speeds up Optimus mass production with China supply chain visits

Tesla is reportedly making new progress toward mass production of its Optimus humanoid robots, with the company's robot team conducting intensive supplier audits across China's Yangtze...

Tuesday 22 September 2026

Analysis: Will AI glasses replace the iPhone? —Cook and Ternus see it differently

Following Apple's executive transition, former CEO Tim Cook and new chief John Ternus have presented contrasting visions for the next generation of mobile devices, spotlighting a key...

Tuesday 22 September 2026

EZconn eyes 2027 high-core fiber ramp as shortages persist

EZconn said global fiber and optical cable supplies remain tight as AI data center demand overtakes demand from traditional telecom...

Tuesday 22 September 2026

AI inference demand surges as training slowdown talk fades

Calls to slow frontier AI model training have sparked debate across the AI semiconductor industry, but executives at the AI Infra Summit in Santa Clara, California, said the real buildout...

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