Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 2 July 2026

LG Electronics creates robot business center to scale physical AI and robotics supply chain

LG Electronics announced the creation of a robot business center to accelerate its physical AI and robotics efforts, the company said. The new organization will consolidate development,...

Thursday 2 July 2026

Huawei raises prices despite China smartphone gains, exposing AI cost squeeze

Huawei's planned July price increase shows that China's smartphone cost crunch has moved from supplier negotiations to consumer pricing, even for a domestic brand gaining market sh...

Thursday 2 July 2026

Samsung exec calls for nuclear expansion to support Gwangju fab plan

Samsung Electronics' plan to build two new semiconductor fabs in Gwangju is turning South Korea's southwest chip push into a test of...

Thursday 2 July 2026

AI server demand drives MiTAC to expand in Taiwan, Vietnam, and California

MiTAC Holdings' subsidiary, MiTAC Computing Technology, has won strong demand from US cloud customers, driving a sharp rise in orders and a global expansion plan from Asia to North...

Thursday 2 July 2026

General-purpose server shipments surge, boosting Taiwanese connector makers

Agentic AI demand is driving major US cloud providers such as Google and Amazon to expand data centers, lifting global server shipments and triggering a new wave of orders for Taiwan...

Wednesday 1 July 2026

Nvidia GPU-network ecosystem tops data center Ethernet switches

According to IDC's latest data, Nvidia's networking business has surged to the top, with the company becoming the revenue leader in the global data center Ethernet switch market for...

Wednesday 1 July 2026

Analysis: Apple isn't a victim of memory price surge; it's the biggest winner

Every major consumer electronics company has raised prices this year. The reason, in almost every case, is the same: memory costs have surged, driven by AI data center demand that...

Wednesday 1 July 2026

OpenAI engineers claim to discover way to cut inference costs in half

OpenAI engineers claim to have figured out a way to halve the costs of inference using its models, according to The Information. The development comes as AI model developers...

Wednesday 1 July 2026

Albatron GM detained in Nvidia-linked Supermicro smuggling probe as firm moves to install acting chief

Taiwan's Keelung prosecutors detained Albatron Technology general manager Kevin Lu on Tuesday on suspicion of smuggling Supermicro...

Wednesday 1 July 2026

China's price war cuts humanoid robot hand costs in half — but precision parts resist

Competition in China's humanoid robot market is driving down prices for dexterous hands and other key parts, with implications for...

Wednesday 1 July 2026

Amazon's new US$1 billion division aims to embed AI engineers in clients' teams

Amazon Web Services (AWS) is rolling out a new engineering division aimed at helping companies move beyond experimenting with artificial...

Wednesday 1 July 2026

AI chip startup Rebellions' acquisition of SqueezeBits signals push beyond hardware

South Korean AI chip designer Rebellions said on June 30 that it is acquiring AI inference optimization company SqueezeBits, as part...

Wednesday 1 July 2026

Schneider Electric to acquire industrial AI firm Cognite for US$3.1B

Schneider Electric, the French energy management and automation giant, announced that it has agreed to acquire Cognite, a Norwegian...

Wednesday 1 July 2026

Chinese lens suppliers expect smartphone shipments to fall 12% in 2026

Chinese smartphone camera lens suppliers expect global handset shipments to remain under pressure through 2027, even as Apple prepares...

Wednesday 1 July 2026

Taiwan's connector makers head into 2H26 on AI demand, but face rising costs and supply constraints

AI-driven demand is expected to keep Taiwan's connector industry on a growth trajectory in the second half of 2026, with AI servers, data centers and high-speed interconnects continuing...

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