Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 12 February 2026

Nvidia CEO praises Foxconn's AI server leadership at company sports event

Foxconn held its annual company-wide sports carnival on February 12, 2026. During the opening remarks, Nvidia CEO Jensen Huang delivered a video message highlighting the seamless partnership...

Thursday 12 February 2026

China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure

Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset...

Thursday 12 February 2026

Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed...

Thursday 12 February 2026

Mistral to invest EUR1.2bn in Swedish AI data centres to expand European compute capacity

Mistral AI will invest EUR1.2 billion (US$1.43 billion) to build large-scale AI data centres in Sweden, marking its first infrastructure expansion outside France. The move positions...

Thursday 12 February 2026

Taiwan ODMs split in early 2026 as business transition takes hold

Taiwan's leading original design manufacturers (ODMs) are entering 2026 at different stages of transition, as efforts to expand into AI...

Thursday 12 February 2026

Taiwan carriers post January gains, shift spending toward AI and cloud

Taiwan's largest telecom operators reported double-digit and mid-single-digit revenue growth in January 2026, driven by expanding ICT and non-mobile businesses alongside steady 5G...

Thursday 12 February 2026

Hyundai-controlled Boston Dynamics changes CEO as robots near market

Robert Playter will step down as chief executive of Boston Dynamics, effective immediately, the company said Tuesday, marking the end of a tenure that spanned more than three decades...

Thursday 12 February 2026

Samsung Display reviews capacity expansion for Apple foldable OLEDs

Samsung Display (SDC) is reviewing additional investment to expand production capacity for foldable organic light-emitting diode (OLED)...

Thursday 12 February 2026

Cisco unveils 102.4Tbps silicon and new systems targeting broader AI infrastructure

On February 10, 2025, Cisco introduced a new 102.4 terabits-per-second (Tbps) switching chip and a series of data center systems designed to support large-scale artificial intelligence...

Thursday 12 February 2026

Trust over tech: Boston Dynamics sets humanoid robot safety blueprint

As humanoid robots transition from research labs to real-world applications, Boston Dynamics says trust will determine whether they can be deployed at scale in manufacturing. In parallel,...

Wednesday 11 February 2026

Analysis: Arm pivots to data centers as smartphones slump

Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus...

Wednesday 11 February 2026

Globe's direct-to-cell satellite service aims to boost coverage and resilience across the Philippines

Globe Telecom stated that it will be the first operator in Southeast Asia to offer direct-to-cell satellite connectivity, becoming the second Asian carrier to collaborate with SpaceX...

Wednesday 11 February 2026

AI demand fuels photonics-semiconductor convergence at APE 2026

As artificial intelligence workloads push traditional computing architectures to their limits, the photonics industry is emerging as a critical enabler of next-generation data center...

Wednesday 11 February 2026

Foxconn drops bid for Sharp's Japan LCD plant

Sharp said on February 10, 2026, that the planned sale of its Kameyama No. 2 liquid crystal display factory in central Japan to its Taiwanese parent, Foxconn, had collapsed after the...

Wednesday 11 February 2026

Memory squeeze from AI demand threatens industrial PC margins and delivery timelines

The expansion of computing power driven by generative AI has repositioned memory as a critical resource, with data centers and AI servers redefining its value and leaving industrial...

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