Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 16 July 2026

AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story

Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the...

Thursday 16 July 2026

Taiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June

Taiwan suppliers linked to the AI server market posted broad revenue growth in June, with rail-kit and server-chassis makers recording the fastest year-over-year gains as demand for...

Thursday 16 July 2026

Apple Intelligence edges closer to China with Alibaba Qwen integration

Apple Intelligence has passed a key regulatory milestone in China, bringing the iPhone maker closer to launching generative AI features for mainland users after a prolonged delay.

Thursday 16 July 2026

InP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle

As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power continuous-wave (CW) lasers are becoming a strategic battleground for global technology companies...

Thursday 16 July 2026

Groups urge EU interim measures against Broadcom amid VMware antitrust case

A European industry group, the Cloud Infrastructure Services Providers in Europe (CISPE), has joined four other trade organizations...

Thursday 16 July 2026

Apple lawsuit targets OpenAI's AI hardware ambitions

Apple has sued OpenAI for allegedly stealing trade secrets, but the real fight is over who controls the entry points of AI. As LLM technology converges, the case shows that competition...

Thursday 16 July 2026

Starlink's Taiwan entry gains momentum as Chunghwa Telecom seeks exclusive partnership

Taiwan's Legislative Yuan Transportation Committee approved amendments to Article 36 of the Telecommunications Management Act in its...

Thursday 16 July 2026

OnePlus's rumored Western exit signals deeper strain from the memory crisis for phone brands

OnePlus, an Android brand that once cultivated a devoted following among enthusiasts, is reportedly preparing to cease operations in...

Thursday 16 July 2026

Jensen refutes Vera Rubin's delay, continuing Nvidia's running rebuttal of the rumor mill

Nvidia co-founder and chief executive Jensen Huang used a developer event in Tokyo on July 15 to reject reports that manufacturing...

Thursday 16 July 2026

Apple reportedly explores AI chip acquisitions as it races to strengthen its infrastructure

Apple is exploring acquisitions of semiconductor companies to accelerate development of AI server chips, reflecting mounting pressure to improve the computing infrastructure behind...

Thursday 16 July 2026

Nvidia doubles down on the land of the rising GPU, wiring Blackwell into Japan's science, banks, factories and cars

Nvidia has laid out a sweeping expansion of its Japanese footprint. The company is moving beyond one-off supercomputer wins to embed...

Thursday 16 July 2026

Memory and CPU supply gaps threaten server shipments in 3Q26

Component shortages that began with PCs and smartphones are now spreading to servers. Inventec, a leading server motherboard maker, said supply gaps will continue widening from the...

Thursday 16 July 2026

Samsung may scale back foldable storage upgrades as memory costs rise

Samsung Electronics is reportedly preparing to reduce a long-running preorder perk for its next Galaxy foldables as memory prices climb. According to ChosunBiz, the South...

Thursday 16 July 2026

Foxconn deepens humanoid robotics bet with US$9 million stake in Agility-linked SPAC

Foxconn's latest investment in a US special-purpose acquisition company linked to humanoid robot developer Agility Robotics underscores how the global race in AI-driven automation...

Thursday 16 July 2026

AI, ICT projects, and 5G upgrades power Taiwan telecom trio's strong June results

Taiwan's three major telecom operators delivered stronger June 2026 results than a year earlier, supported by robust demand for ICT services, continued 5G migration and expanding digital-service...

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