Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 1 October 2026

HPE secures US$1.2 B order from Vultr for first AMD Helios AI rack systems

Hewlett Packard Enterprise announced a major US$1.2 billion order from Vultr, which HPE describes as the world's largest privately held cloud infrastructure...

Thursday 1 October 2026

Google to test AI computing in space with first orbital TPU launch

Google is preparing to send its in-house AI accelerator, the Tensor Processing Unit (TPU), into low Earth orbit for the first time as it explores whether AI computing can eventually...

Thursday 1 October 2026

AWS Trainium 3 shipments stall as supply chain sees turnaround

AWS's latest Trainium 3 shipments appear to be running behind expectations, but the strain reflects broader pressures that global readers will recognize across the AI hardware supply...

Thursday 1 October 2026

Jabil targets 24% growth in FY27 as AI hardware ramp reshapes business

Jabil's fourth quarter of fiscal 2026 marked the point at which AI data-center hardware became the clear center of gravity for the US contract manufacturer. Revenue for the three months...

Wednesday 30 September 2026

Apple A20 Pro ditches PoP memory packaging for WMCM

Apple's A20 Pro chip has dropped traditional package-on-package (PoP) packaging in favor of Wafer-Level Multi-Chip Module (WMCM), with memory and processor dies laid out side by side...

Wednesday 30 September 2026

Chief Telecom, Google Cloud launch backup services to bolster cable resilience

Chief Telecom said on September 30 that it is working with Google Cloud to combine international submarine cable resources and deploy Cross-Site Interconnect (CSI) technology. The...

Wednesday 30 September 2026

Samsung SDI targets AI data centers with cylindrical LFP batteries and fire-propagation safeguards

Samsung SDI is accelerating its push into the artificial intelligence (AI) data center battery market, unveiling, for the first time, a cylindrical lithium iron phosphate (LFP) battery...

Wednesday 30 September 2026

ByteDance makes up a fifth of China's AI data center capacity amid growing buildout

ByteDance occupies around a fifth of data center capacity in China, according to a recent report. This makes the company the largest customer for rented compute in the country at a...

Wednesday 30 September 2026

Commentary: Garmin returns to OLED, putting Micro LED on notice

Garmin's decision to offer OLED options but no Micro LED version in its new flagship smartwatches, the fenix 9 and fenix 9 Pro, has revived debate over whether the emerging display...

Wednesday 30 September 2026

Exclusive: Advantech Korea eyes smart surgery, nursing AI PoCs

While Advantech's healthcare business in South Korea remains predominantly hardware-focused—spanning ultrasound computing platforms and medical display partnerships—Charlie...

Wednesday 30 September 2026

Meta reaches agreements with Firmus on securing AI compute in Southeast Asia

Meta reached several agreements to source AI compute capacity from Firmus, an Australian neocloud, which will lease GPU compute capacity at its AI factories in Southeast Asia. The...

Tuesday 29 September 2026

Amazon buys NT$1.59 billion stake in one of its Taiwanese AI server suppliers

Amazon will take an equity stake in Gold Circuit Electronics (GCE), a Taiwanese maker of printed circuit boards (PCBs) for AI servers and network switches. GCE's board approved the...

Tuesday 29 September 2026

GF's MIPS bets on RISC-V physical AI, expands into autos and data centers

MIPS, a GlobalFoundries (GF) unit, said it has completed its integration with the ARC unit acquired from Synopsys earlier this year and is using the move to position RISC-V for physical...

Tuesday 29 September 2026

Qualcomm, Liquid AI tout on-device AI potential at Snapdragon Summit

Qualcomm Technologies held its Snapdragon Summit 2026 in Maui, Hawaii, from September 22 to 24. During the keynote on the second day, Qualcomm president and CEO Cristiano Amon spoke...

Tuesday 29 September 2026

AI server MLCC prices rise as Chinese suppliers gain ground in generic parts

Multilayer ceramic capacitor (MLCC) prices for AI servers have continued to climb, while prices for general-purpose components used...

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