Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 9 April 2026

Blaize, Nokia advance hybrid AI deployment with joint showcase at GITEX Asia

Blaize and Nokia are advancing their collaboration on hybrid artificial intelligence (AI) infrastructure, moving toward real-world deployment...

Thursday 9 April 2026

Hinge maker Jarllytec expands into optical communications, targets AI server demand

Jarllytec said operations rebounded in March 2026, driven by shipments of new hinge components for Chinese foldable smartphones. In the near term, shipment peaks for these products,...

Thursday 9 April 2026

Chenbro Micom sees AI-driven hardware surge bolstering global data center deployments

Chenbro Micom's strong March and first-quarter 2026 results underscore accelerating global demand for data center hardware driven by end-user AI, suggesting broader supply-chain and...

Thursday 9 April 2026

Apple reportedly kicks off foldable iPhone trial production, final mass production timing undecided

Apple's first foldable smartphone is generating significant buzz as one of the few compelling topics in an otherwise subdued smartphone market. According to Apple's supply chain sources,...

Thursday 9 April 2026

Wi-Fi 7 orders set to overtake Wi-Fi 6 as businesses upgrade networks

After several years of anticipation, Wi-Fi 7 is finally beginning to gain traction. Industry suppliers say meaningful adoption did not begin until 2025, but many now expect 2026 to...

Thursday 9 April 2026

Microloops rides AI boom, aims to double 2026 revenue

Cooling module manufacturer Microloops has said its major cloud service provider (CSP) customer has been increasing pull-ins starting in the second quarterof 2026, driving significant...

Thursday 9 April 2026

Winmate eyes 2026 growth amid rising defense and edge AI demand

Winmate, an industrial PC (IPC) provider, has reported record-high revenue for March 2026 as global defense projects accelerate procurement and delivery schedules alongside growing...

Thursday 9 April 2026

Apple hit by Mac shipping delays as DRAM shortage intensifies

Apple's US online store is currently showing extreme shipping delays of 4-5 months for several upgraded RAM configurations of the Mac mini and Mac Studio, highlighting a severe supply...

Thursday 9 April 2026

Samsung plans to add Pro model to Galaxy S27 lineup

Samsung Electronics plans to introduce a new "Pro" model in its 2027 Galaxy S27 series, expanding its flagship lineup. Industry analysts believe this move aims to broaden consumer...

Thursday 9 April 2026

Taiwan advances quantum computing with AI collab as key strategy

The Taiwanese government has launched the second phase of its quantum research subsidy program, with the National Center for High-performance Computing (NCHC) set to build an HPQC...

Wednesday 8 April 2026

China intervenes in memory supply; Apple outpaces local smartphone vendors

Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic...

Wednesday 8 April 2026

Chinese energy storage players flock to growing AI data center market in face of fierce domestic competition

Chinese energy storage players are going all in on the AI data center market, as intense domestic competition has caused falling profit margins from traditional storage projects. The...

Wednesday 8 April 2026

AI server cooling demand boosts heat sink makers' growth outlook

Heat sink manufacturers continue to benefit from the surge in AI-driven server growth, with Asia Vital Components (AVC), Auras, and Jentech all posting record-high revenues in March...

Wednesday 8 April 2026

Uber deploys AWS custom chips to scale AI and cut compute costs

US ride-hailing platform Uber has announced a partnership with Amazon Web Services (AWS) to deploy its in-house custom chips, aiming to...

Wednesday 8 April 2026

AI server boom lifts Taiwan's ACES Electronics into the high-speed interconnect race

As AI servers grow more complex and bandwidth demands surge, components once considered peripheral—connectors and high-speed cables—are emerging as critical determinants...

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