Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 23 July 2026

Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers

The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...

Thursday 23 July 2026

D-Link breaks into US satellite broadband supply chain with multi-year switch contract

Taiwanese networking equipment vendor D-Link has officially entered the supply chain of a major US satellite broadband operator and will begin shipping network switches for data-switching...

Thursday 23 July 2026

Apple's first foldable iPhone faces production hurdles

Apple's long-rumored foldable iPhone is drawing fresh attention as supply-chain updates point to a possible debut at the company's...

Thursday 23 July 2026

Apple reportedly ramps up iPhone 18 production as Foxconn hiring surges and AI takes center stage

Apple has entered mass production of its upcoming iPhone 18 lineup, with manufacturing partners ramping output earlier than usual as...

Thursday 23 July 2026

Samsung unveils new foldables and smartwatches to sharpen health and sports focus

Samsung Electronics on July 22 introduced new Galaxy Z foldable phones and two smartwatches aimed at distinct users, underscoring how global demand is pushing wearables toward clearer...

Thursday 23 July 2026

Samsung Fold series debuts wide-screen design in strategic shift

Samsung Electronics unveiled three new foldable smartphones at its annual Galaxy Unpacked event in London on July 22, 2026, including the Galaxy Z Fold8, Galaxy Z Flip8, and Galaxy...

Thursday 23 July 2026

Apple and Klarna target sticker shock with Apple Upgrade device leasing plan

Apple plans to introduce a new device leasing program, marking a significant departure from how it has previously sold its products. The new payments scheme may help convince customers...

Thursday 23 July 2026

Samsung unveils new foldables in London as it expands lineup

Samsung Electronics used its annual Galaxy Unpacked event in London on July 22, 2026, to signal a broader push into foldable smartphones that could influence device trends worldwide...

Thursday 23 July 2026

Nvidia pushes Spectrum-6 Ethernet into gigascale AI factories, tightening grip on network layer

Nvidia is moving to lock down the networking layer of the world's largest AI data centers, unveiling its Spectrum-6 Ethernet switch...

Thursday 23 July 2026

Commentary: Intel must show real AI orders to prove its turnaround

Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...

Thursday 23 July 2026

Wistron chairman says US manufacturing is unavoidable

Wistron has opened its D1 AI smart factory in Fort Worth, Texas, beginning volume production of Nvidia GB300 compute boards in the US for the first time. The move underscores the push...

Thursday 23 July 2026

Wistron executives say AI demand is still far from a bubble

Artificial intelligence (AI) may worry investors in global markets, but Wistron executives said the technology's rapid adoption suggests the opposite. They argued that strong enterprise...

Thursday 23 July 2026

Jensen Huang says no need to 'point a gun' at Taiwan as chipmakers expand in US

Taiwan's links with US technology firms are reshaping chip supply chains, with implications for investors and policymakers worldwide. Nvidia CEO Jensen Huang said those ties have strengthened...

Thursday 23 July 2026

Alphabet 2Q26: Cloud backlog hits $514B as AI demand outpaces capacity

Alphabet's second-quarter 2026 results, reported on July 22, have shifted the market conversation about the company from whether its massive artificial-intelligence build-out is affordable...

Thursday 23 July 2026

AMD lands Anthropic as its third marquee AI customer, chipping at Nvidia's grip on training silicon

Advanced Micro Devices has signed Anthropic to a multi-year supply-and-investment pact worth tens of billions of US dollars, a deal that hands the chipmaker its third top-tier artificial-intelligence...

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