Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Friday 10 July 2026

Apple drives 70% surge in edge AI smartwatch sales as health features gain traction

Shipments of smartwatches with edge AI features leaped 70% in the first quarter of 2026, with Apple overwhelmingly leading the charge,...

Friday 10 July 2026

Huawei joins China Mobile, Baidu to build China's first NPO optical interconnect standard

Huawei has joined more than 20 Chinese technology companies and research bodies to launch OPEN NPO, the country's first multi-source agreement...

Friday 10 July 2026

Taiwan seeks a bigger role in the global LEO satellite race

As the global low-Earth orbit (LEO) satellite industry enters a new phase of rapid expansion, Taiwan faces a pivotal opportunity to...

Friday 10 July 2026

Meta readies Iris chip, locks in supply for push to 14 gigawatts

Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion...

Friday 10 July 2026

CSP ASIC demand drives structural growth in high-speed interconnects

As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast...

Friday 10 July 2026

India's clearance of the Dixon-Vivo venture marks a cautious opening for Chinese electronics money

India's decision to clear a smartphone-manufacturing joint venture between Dixon Technologies and Vivo Mobile India could reset how...

Friday 10 July 2026

Liteon Technology June revenue jumps 37% on AI server power demand

Liteon Technology reported consolidated revenue of NT$18.7 billion (US$580 million) in June 2026, up 8% from May and 37% from a year earlier, as demand for AI and cloud computing high-end...

Friday 10 July 2026

Arbor posts record June sales as edge AI demand lifts first-half revenue

Taipei-based industrial PC maker Arbor reported record consolidated revenue in June 2026 and said demand for edge AI, smart manufacturing and industrial digital transformation continued...

Friday 10 July 2026

LGES turns idled US EV battery lines toward AI data centers as storage demand fills the EV gap

LG Energy Solution's move to convert part of an idled US electric-vehicle battery plant into a line making lithium iron phosphate (LFP) cells for energy storage shows how South Korea's...

Friday 10 July 2026

China's StepFun, ZTE's Nubia vie for 'world's first AI agent smartphone' at WAIC

Two Chinese technology players will use the 2026 World Artificial Intelligence Conference (WAIC), running July 17-20 in Shanghai, to present what each bills as the world's first AI...

Friday 10 July 2026

Neousys posts June revenue growth as edge AI demand broadens globally

Neousys Technology reported stronger June revenue, reflecting rising global demand for edge AI, intelligent automation, and edge computing. The industrial PC maker said shipments from...

Friday 10 July 2026

Advantech posts sharp June revenue gains as edge AI demand spreads globally

Advantech said June sales surged on stronger edge AI demand, lifting monthly and quarterly revenue to record highs and signaling firmer momentum for industrial technology markets worldwide...

Friday 10 July 2026

D-Link wins SpaceX, German telecom orders in supply-chain and 4G push

D-Link Corporation has secured supply-chain access to SpaceX and won a separate 4G fixed wireless access order in Germany, underscoring...

Friday 10 July 2026

European startup unveils humanoid robot design, real-time learning system

UMA, a Physical AI company, unveiled the design of its first humanoid robot at Machina Summit and introduced Real-Time Learning, an...

Friday 10 July 2026

Samsung's mobile business balances stronger demand against mounting profit pressure

Samsung Electronics' mobile business has shown signs of improving demand in recent months, prompting the company to increase production...

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