Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 5 March 2026

How Apple's 'triple $599' strategy could change everything for 2026

While thousands of tech executives gathered this week in the cavernous halls of Barcelona for the Mobile World Congress (MWC), showcasing motorized...

Thursday 5 March 2026

AWS Middle East data centers hit by drones; Nvidia, Google adjust operations

Amazon Web Services (AWS) data centers in the Middle East were disrupted after drone attacks damaged facilities in the United Arab Emirates (UAE) and Bahrain, triggering service outages...

Thursday 5 March 2026

Advantech optimistic about 1Q26 outlook with strong edge AI orders and B/B ratios

Industrial PC (IPC) vendor Advantech held its 2025 fourth quarter and full-year earnings conference on March 4, 2026, chaired by Chairman K.C. Liu, President Eric Chen, and President...

Thursday 5 March 2026

Taiwan weighs power controls for AI data centers as compute push tests grid capacity

Taiwan is exploring regulatory measures to manage the rising electricity demand from AI computing infrastructure, even as the government...

Thursday 5 March 2026

Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence

Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...

Thursday 5 March 2026

Tesla's Grunheide overhaul signals shift to multi-product 'superfactory' with implications for European automakers

Tesla's Gigafactory in Grunheide, Germany, is being repurposed into a multi-product manufacturing hub after CEO Elon Musk outlined five transformation initiatives to address falling...

Wednesday 4 March 2026

BMW's Aeon signals shift toward technology-led governance as new CEO takes helm

BMW introduced the humanoid robot Aeon at its Leipzig production facility in early 2026, a move framed as both a production innovation and a symbolic milestone in the leadership transition...

Wednesday 4 March 2026

Mitac expands US server capacity, eyes growth in 2026

Mitac Holdings announced its financial results for 2025, reporting full-year consolidated revenue of NT$105.58 billion (approx. US$3.33 billion), with profit attributable to owners...

Wednesday 4 March 2026

AMD targets AI infrastructure boom with MI450 ramp and hyperscaler deals

AMD will deepen multi‑year partnerships with Meta and OpenAI as it ramps MI450 and rack‑scale systems, while maintaining aggressive financial targets and preparing to meet...

Wednesday 4 March 2026

IPC vendors converge at Embedded World 2026 as edge AI drives high-performance computing demand

Demand for high-performance embedded computing platforms is rising across sectors such as smart manufacturing, transportation, healthcare, and energy infrastructure, as GenAI and other...

Wednesday 4 March 2026

Chunghwa Telecom and Nokia deepen strategic partnership at MWC 2026

Chunghwa Telecom and Nokia signed a memorandum of understanding at the 2026 Mobile World Congress to deepen their strategic collaboration on AI-driven network optimisation, 5G-Advanced...

Wednesday 4 March 2026

Samsung launches 'Doubao phone' rival as Apple embraces Gemini AI agents

Samsung Electronics officially unveiled its Galaxy S26 flagship series at Galaxy Unpacked 2026 on February 25 in San Francisco. However, the real buzz in the tech community was not...

Wednesday 4 March 2026

Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers

A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical...

Wednesday 4 March 2026

uPI Semi warns of tight PMIC supply amid wafer price hikes and AI server demand

Power management IC (PMIC) designer uPI Semi has forecast a widespread shortage in power IC supply throughout 2026, driven by surging demand from AI servers requiring high-performance,...

Tuesday 3 March 2026

Qualcomm's 6G push signals broader shifts in AI and wireless priorities for devices and industry

At MWC 2026, Qualcomm outlined a strategy to pair advanced AI processing with next-generation wireless technologies, presenting new chips and systems intended to influence wearables,...

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