Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 6 August 2026

India proposes extension for electronics manufacturing tax breaks and loosening data center rules in new bill

India's Taxation and Other Laws (Amendment) Bill, 2026, gives foreign suppliers to the country's electronics contract manufacturers a decade of extra tax certainty and removes some...

Thursday 6 August 2026

US weighs Chinese optical transceiver ban, putting AI data center supply at risk

The Trump administration is preparing to extend US technology restrictions deeper into the artificial intelligence supply chain, with the...

Thursday 6 August 2026

Memory shortages squeeze smartphone shipments, leaving Chinese brands to sell the AI upgrade

The global smartphone market is approaching an unusual turning point in the second half of 2026. Artificial intelligence has become...

Thursday 6 August 2026

Dark fiber essential for next-gen distributed AI centers

All-photonic networks (APN) are emerging as critical infrastructure for 6G, AI computing and smart cities. Nvidia's plan to expand...

Thursday 6 August 2026

Fositek lifts server revenue mix to 56% and plans capacity expansion

Fositek said AI-driven demand increased the share of server-related products in its revenue mix in the second quarter of 2026 and helped improve profitability even as overall sales...

Thursday 6 August 2026

Chicony Power wins US communications customer as AI server products move toward production

Chicony Power Technology Co. said on Aug. 4 that stronger demand for communication and server power improved its second-quarter 2026 product mix, even as higher raw material costs...

Thursday 6 August 2026

HTC reports NT$280 million loss as AI glasses and XR products expand

HTC reported a net loss of NT$280 million (US$8.6 million) attributable to parent company owners for the second quarter of 2026 on August 4, with revenue of NT$610 million (US$18.8...

Wednesday 5 August 2026

Mitsubishi Electric, Daikin expand US production to meet data center cooling demand

Mitsubishi Electric is establishing a cooling-equipment production company in Ohio, joining Daikin Industries in bringing manufacturing...

Wednesday 5 August 2026

Foldable smartphone shipments are set to rise 20% as Apple enters the market

Global foldable smartphone shipments are expected to increase 20% in 2026 from 2025, according to industry players cited in the source, even as the broader handset market faces tighter...

Wednesday 5 August 2026

Foldable phone demand shifts as wider models challenge flip designs

Foldable phone makers are facing a more segmented market as wider book-style devices gain ground and Samsung Electronics expands its lineup, with the next major demand test expected...

Wednesday 5 August 2026

Taiwan approves NT$27B plan to commercialize 6G, satellite, and all-optical AI networks

Taiwan is moving from early-stage research into commercialization of next-generation communications technologies after the Executive Yuan approved a NT$27 billion (US$833 million)...

Wednesday 5 August 2026

Naver taps Brookfield for up to US$9 billion in data center financing

Naver is considering an asset-light structure for a US$10 billion data center expansion under which a Brookfield-led investment vehicle...

Wednesday 5 August 2026

Analysis: Musk's empire closes in on China — from orbit to the factory floor

SpaceX's rapid growth in AI, satellite connectivity, and space infrastructure is widening the strategic challenge for China beyond...

Wednesday 5 August 2026

Anthropic's scramble for compute is reshaping how AI labs finance their chips

Anthropic's US$10 billion computing agreement with seven-month-old startup Volta Infra Holdings Ltd. is the latest sign that the Claude...

Wednesday 5 August 2026

AMD says server CPU market to hit US$220B by 2030

AMD expects the market for server central processing units (CPUs) to reach approximately US$220 billion by 2030, up from an estimate...

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