Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 3 July 2026

Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providers

Nvidia is deepening its role in the AI infrastructure market by offering financial guarantees to emerging GPU cloud providers in exchange...

Friday 3 July 2026

Meta's reported cloud push fuels debate over AI chip demand

Meta's reported plan to expand into cloud services is drawing fresh scrutiny from global investors and chip suppliers. The move could...

Friday 3 July 2026

Meta compute plan revives AI bubble worries, but server suppliers stay upbeat

Meta is reportedly preparing to sell excess AI compute, reigniting debate over whether the artificial intelligence boom is overheating...

Friday 3 July 2026

Zyxel Networks adds outdoor wireless access point for MSP customers

Zyxel Networks, the commercial networking brand under Zyxel Group, announced a new outdoor wireless access point on the 2nd as it targets managed service provider (MSP) demand for...

Friday 3 July 2026

UBTech CEO says robots will take over most physical jobs in 20 years

UBtech Robotics founder and CEO Jian Zhou said at the company's 2026 global launch event that humanoid robots will gradually take over most physical and repetitive work within the...

Friday 3 July 2026

Physical AI reshape IPC industry: edge adoption, new markets, and US expansion gain pace

Driven by Nvidia, the global AI wave is moving quickly from generative AI toward physical AI, and the shift is already changing the...

Friday 3 July 2026

Musk eyes Mesh Optical deal as AI data centers push beyond copper

Elon Musk has moved to acquire optical communications startup Mesh Optical Technologies, according to reports cited by Reuters on June 27 in the US. The deal comes as high-speed...

Friday 3 July 2026

Apple's iPhone slips in China as local brands hold off challenge

Apple's iPhone lost momentum in China in the first five months of 2026, while domestic smartphone brands largely preserved their home-market advantage. The shift came as volatile memory...

Thursday 2 July 2026

Supermicro: We are cooperating with Taiwan, not under investigation

Supermicro has pushed back against media characterizations of this week's events in Taiwan, saying the company is a cooperating party...

Thursday 2 July 2026

Singapore files additional fraud and money laundering charges in Nvidia-linked server case

Singapore authorities have filed additional fraud and money laundering charges against four individuals and brought fresh charges against...

Thursday 2 July 2026

Nvidia and nuclear energy startup Valar test microreactor to power AI data center

Nuclear energy startup Valar Atomics said on July 1 it is partnering with Nvidia to develop a small data center in Utah, an effort the companies say will demonstrate how computing...

Thursday 2 July 2026

DDI makers look to smaller displays as NB and TV demand loses momentum in 2H26

Large-size display driver ICs (DDIs) were a key revenue driver for many DDI suppliers during the first half of 2026. Taiwanese manufacturers...

Thursday 2 July 2026

China ICT vendor H3C enters new AI server chapter after Unisplendour leadership reset

Unisplendour has reset its leadership as H3C, its core ICT subsidiary, enters a tougher phase in China's AI infrastructure buildout...

Thursday 2 July 2026

Android brands continue lowering lower-end smartphone shipment forecasts as pressure mounts on chip suppliers

The smartphone market's traditional peak season in the second half of 2026 remains under close watch. However, Android smartphone vendors—particularly Chinese brands—have...

Thursday 2 July 2026

India's smartwatch leader enters smartphone market despite surging memory cost

Fire-Boltt is expanding beyond wearables into smartphones, a move that could shape India's budget-device market and add another local contender to a segment dominated by Chinese brands...

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