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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 1 September 2026
Chinese smartphone brands raise prices as component costs climb
Several Chinese smartphone brands raised prices across entry-level and premium models on September 1, citing IT Home, Antutu, MyDrivers and Sina. The increases coincided with the start...
Tuesday 1 September 2026
Tim Cook concludes 15-year Apple tenure, John Ternus takes over
Tim Cook's tenure as Apple CEO has officially drawn to a close after nearly 15 years. Cook stepped down as CEO and became Executive Chairman, while Senior Vice President of Hardware...
Tuesday 1 September 2026
Research insights: AI Fabric optical interconnects move into racks as 400G/lane and CPO maturity emerge as key variables
DIGITIMES observed that as AI systems continued to scale, interconnect requirements inside AI data centers had expanded from chips, packages, and boards to racks, clusters, and eventually...
Tuesday 1 September 2026
Apple reshuffles leadership, shifts Schiller out of App Store
Apple has made another major management shake-up. After Tim Cook stepped down as CEO and was succeeded by John Ternus, formerly head of hardware engineering, veteran Phil Schiller...
Tuesday 1 September 2026
Anthropic's rumored US$35 billion Lambda deal shows how far Nvidia will go to bankroll its own customers
Anthropic has reportedly signed a cloud-computing contract worth US$35 billion with Lambda, an Nvidia-backed cloud provider, under which Nvidia itself holds the data center lease,...
Tuesday 1 September 2026
Cisco: CPO is ready for mass deployment amid surging AI data-center demand
For global cloud operators and network vendors, Cisco said co-packaged optics (CPO) is moving from lab promise to commercial necessity as AI data centers strain power budgets and bandwidth...
Tuesday 1 September 2026
China's humanoid robot cost cuts run into three bottlenecks
Humanoid robot scaling is still constrained by price, and Chinese humanoid robots — which command the largest global market share — show a sharp gap between consumer and...
Tuesday 1 September 2026
Nvidia's MediaTek investment signals broader push to shape AI infrastructure
Nvidia's US$3.5 billion investment in MediaTek's overseas convertible bonds marks more than a financial bet. It underscores how the chip leader is trying to anchor its AI infrastructure...
Tuesday 1 September 2026
Nvidia and MediaTek link AI technologies in bid to accelerate custom data center chip adoption
Nvidia and MediaTek are widening a global AI partnership that could reshape data center, edge, and PC hardware markets. MediaTek's US$3.9 billion overseas convertible bond sale, largely...
Tuesday 1 September 2026
AI server cooling specialist Nidec expands Vietnam capacity, forms liquid-cooling team
Nidec Chaun-Choung Technology plans to establish a dedicated liquid-cooling team and deepen cooperation with major cloud service providers, citing rising thermal-management demand...
Tuesday 1 September 2026
Taiwan manufacturing moves into the prosperity zone as US export growth slows
Taiwan’s manufacturing business-climate indicator moved into the index’s red “prosperity” category in July, with the Taiwan Institute of Economic Research (TIER)...
Tuesday 1 September 2026
Acme sees years of SiC growth as data center demand builds
Capex by the world's nine largest cloud service providers (CSPs) is expected to rise about 90% year over year in 2026, while AI servers are growing faster than conventional servers,...
Tuesday 1 September 2026
Luxnet eyes orders through 2028, DCI revenue set to double in 2027
AI-driven demand for optical transceiver modules is rising rapidly, and LuxNet said its business in the second half of 2026 will grow sharply from the first half. With capacity coming...
Tuesday 1 September 2026
Kaimei sees 2H26 momentum strengthen as AI demand lifts orders and resistor price hikes take effect
Kaimei Electronics, a Yageo Group company, said order visibility remains strong for the second half of 2026 as AI server demand continues to ramp and automotive and industrial-control...
Tuesday 1 September 2026
Silergy data center business surges as new products scale up
Silergy said at a recent earnings call that most of its applications, excluding its computing product line, posted quarter-over-quarter growth of more than 20% in the second quarter...