Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 28 April 2026

Celestica reports strong 1Q26 as cloud demand lifts results

Celestica reported a strong start to 2026, underscoring the growing demand for data center hardware as cloud spending accelerates.

Tuesday 28 April 2026

Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek

Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...

Tuesday 28 April 2026

OpenAI eyes agentic AI phone but faces challenges beyond chip design

OpenAI's agentic AI phone could reshape mobile markets and supply chains by forcing incumbents to respond. Still, success depends on delivering both interface breakthroughs and competitive...

Tuesday 28 April 2026

New flagship launches expected to narrow Taiwan phone shipment decline in the second quarter

The Taiwan smartphone market showed resilience after the Lunar New Year peak as manufacturers introduced multiple new flagship models, and industry sources said the launches should...

Tuesday 28 April 2026

Rising component costs push Chinese phone makers to speed product cycles and favor high-end models

Chinese smartphone manufacturers accelerated product cycles in response to rising upstream component costs and weak sales, as memory price increases in 2026 squeezed margins and prompted...

Tuesday 28 April 2026

End of exclusivity becomes industry norm as OpenAI-Microsoft reset signals broader AI shift

OpenAI and Microsoft have agreed to end one of the AI industry's most prominent exclusive partnerships, underscoring a wider shift toward multi-cloud deployment and cross-platform...

Tuesday 28 April 2026

Alphabet's US$40bn Anthropic stake heats up AI cloud and compute race

Alphabet's decision to invest up to US$40 billion in Anthropic marks a defining shift in the artificial intelligence race: control over computing infrastructure is becoming as critical...

Tuesday 28 April 2026

GrandTech drives growth with AI cloud and 3D printing for drone market

GrandTech Chairman Frankie Hsu highlighted the company's successful transformation from a software agency to a dual-engine growth model, powered by its investment in GrandTech Cloud...

Monday 27 April 2026

Tmytek expands testing capacity with new high-frequency lab

As 6G standardization accelerates and low-Earth-orbit satellite applications gain traction, the communications industry is entering a new phase — one defined by the native integration...

Monday 27 April 2026

Taiwan's Rapidtek establishes link with second IoT CubeSat in orbit

Rapidtek Technologies said its second 8U Internet-of-Things CubeSat, Black Kite-2, developed under a startup satellite program led by Taiwan...

Monday 27 April 2026

OpenAI reportedly taps Apple suppliers for hardware push; MediaTek, Qualcomm, Luxshare in focus

OpenAI's expanding push into consumer hardware is drawing attention to potential supply chain shifts, after industry analyst Ming-Chi...

Monday 27 April 2026

Meta signs deal for AWS's Graviton CPUs as inferential and agentic AI enter the scene

Meta and Amazon announced on April 24 that Meta will use Graviton5 CPUs made by Amazon Web Services (AWS). The deal illustrates the growing importance of CPU chips for increasingly...

Monday 27 April 2026

Broadcom, Marvell set to benefit as 1.6T optical modules near mass production

1.6T optical communication modules are set for broad adoption in AI data centers in 2026, with optical transceiver vendors and key IC design houses preparing for shipments. Broadcom's...

Monday 27 April 2026

Taiwan's supply chain remains irreplaceable as AI hardware demand continues to surge

Global cloud service providers (CSPs) continue to expand their procurement of AI servers from Taiwan, while high-end GPUs and TPUs manufactured by TSMC are in short supply. Analysts...

Monday 27 April 2026

Foxconn's 48% export surge cements India's role in Apple's supply chain

India's smartphone manufacturing expanded 8% year on year in 2025, driven by a 28% surge in exports and modest domestic sell-in growth of 1%, according to Counterpoint Research. Exports...

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