Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 20 May 2026

Phison taps overseas bond market for US$800 million storage push

Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller...

Wednesday 20 May 2026

Commentary: Musk, Huang, and H200—Nvidia's last chip in China

US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's...

Tuesday 19 May 2026

Dell AI Factory crosses 5,000 enterprise clients on Nvidia-fueled demand

Dell Technologies has added 1,000 customers over the past quarter for its AI Factory servers, which use Nvidia chips and software to power AI applications for enterprises. The hardware...

Tuesday 19 May 2026

AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties

Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices...

Tuesday 19 May 2026

Google and Blackstone reportedly plan AI cloud venture to expand TPU business

Alphabet's Google and Blackstone are planning to launch a new artificial intelligence cloud company that would use Google's proprietary AI chips to compete in the fast-growing AI infrastructure...

Tuesday 19 May 2026

Liquid cooling spreads beyond AI GPUs as memory and network cards join adoption wave

Nvidia's fanless Vera Rubin AI server racks, slated for mass production in the second half of 2026, are expected to accelerate global adoption of liquid cooling across server components,...

Tuesday 19 May 2026

Samsung turns to health features as Galaxy Watch loses ground to Chinese rivals

Samsung Electronics is putting health care at the center of its smartwatch strategy as Chinese rivals Huawei and Xiaomi gain ground in the global wearables market.

Tuesday 19 May 2026

China doubles down on AI-driven manufacturing upgrade

Chinese officials have renewed calls to integrate artificial intelligence (AI) more deeply into manufacturing as Beijing seeks to modernize traditional industries, strengthen industrial...

Tuesday 19 May 2026

China's AI token boom fuels push for national compute network

China is accelerating plans for a national computing power network as artificial intelligence (AI) token usage surges, casting AI compute...

Tuesday 19 May 2026

Baidu says AI is now the majority of its business

Baidu said its core AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded foundation-model...

Tuesday 19 May 2026

Analysts divided on Baidu's AI monetization as cloud growth offsets ad weakness

Analysts offered mixed assessments of Baidu after the Chinese internet company posted first-quarter revenue that topped market expectations, with some pointing to stronger AI monetization...

Tuesday 19 May 2026

Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027

A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung,...

Tuesday 19 May 2026

AI data centers still lack cost case to replace HDDs with SSDs, says former Western Digital EVP

AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. An industry...

Monday 18 May 2026

TI says safety will decide 800V AI data center adoption and supplier wins

Pradeep S. Shenoy, a computing technology expert at Texas Instruments's (TI) US headquarters, recently shared his views on 800V architectures for AI data centers in a media appearance...

Monday 18 May 2026

Apple Watch blood pressure alerts drive TASC demand as 2026 redesign looms

Apple has added a new high blood pressure notification feature to Apple Watch, sharpening the device's health-management appeal. Market watchers expect a major redesign of high-end...

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