Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 23 September 2026

LG Electronics, Microsoft enter partnership on AI data centers, physical AI

LG Electronics entered a partnership with Microsoft to cooperate on a range of AI initiatives. The two firms agreed to work together on AI data centers, LG Electronics' AI data transformation,...

Wednesday 23 September 2026

Qualcomm and Google eye Agentic AI, expand partnership to GoogleBook, automotives

During his keynote at Snapdragon Summit 2026, Qualcomm President and CEO Cristiano Amon invited Rick Osterloh, Senior Vice President of Platforms and Devices at Google, on stage to...

Wednesday 23 September 2026

ZDT prices US$800M ECB to expand AI server PCB push

Printed circuit board (PCB) maker Zhen Ding Technology (ZDT) Group completed pricing of its sixth overseas convertible bond issue on...

Wednesday 23 September 2026

LG Energy enters Nvidia's ecosystem as it pivots batteries to data centers

LG Energy's battery energy storage system (BESS) has entered Nvidia's AI Factory ecosystem. Its qualification by the chipmaker comes as LG Energy is reorienting its North American...

Wednesday 23 September 2026

Gigabyte's Giga Computing sets up AI factory in Taiwan to accelerate rack validation

Gigabyte's AI server shipments continue to accelerate, lifting revenue and profit while prompting capacity expansion. For the first...

Wednesday 23 September 2026

CME Group's GPU futures debut stalls as CFTC flags concerns

As artificial intelligence transitions into a primary driver of global economic growth, computing power is shifting from a basic cloud utility to an emerging financial asset class...

Wednesday 23 September 2026

Einride builds its next autonomous truck on Nvidia Hyperion as the gap between fleet, driverless fleet stays wide

Nvidia's effort to make its autonomous-vehicle stack the default foundation for heavy freight gained a partner with paying customers...

Wednesday 23 September 2026

Taiwan's August export orders top US$100 billion as overseas production edges up

Taiwan's export orders topped US$100 billion in August 2026, reaching US$102.96 billion, up US$5.02 billion from the previous month,...

Wednesday 23 September 2026

Apple delays 20th-anniversary iPhone display upgrades

Apple has reportedly pushed back plans to add new display technologies to the iPhone model expected in 2027, which marks the product line's 20th anniversary. According to ET News,...

Wednesday 23 September 2026

Win Semiconductors expands optical communications capacity with DUV tools

Optical communications capacity is in short supply as surging computing demand from AI data centers turns transmission into a bottleneck for AI infrastructure. The market is shifting...

Tuesday 22 September 2026

SiPearl delivers first homegrown server chips for Europe's exascale supercomputer

SiPearl, a fabless company backed by the European Union and France, has delivered the first Rhea1 CPU samples to Bull for integration into Europe's JUPITER supercomputer, moving the...

Tuesday 22 September 2026

Vivo unveils X500 strategy to bolster premium phone push

Vivo unveiled its new X500 series imaging flagship phones in Shanghai on September 21, 2026, aiming to build a stronger moat in mobile...

Tuesday 22 September 2026

Microsoft opens fourth India cloud region, casting Hyderabad as an AI hub for Asia and the Global South

Microsoft has turned a headline slice of its US$20.5 billion India commitment into operating infrastructure, opening a Hyderabad cloud region it intends to serve customers well beyond...

Tuesday 22 September 2026

Alibaba speeds V900 rollout, targeting 20GW of data centers

Alibaba Group is accelerating the rollout of its next-generation Zhenwu V900 accelerator by about six months as it expands a vertically integrated computing platform spanning processors,...

Tuesday 22 September 2026

DeepSeek bets on Huawei chips for model training as Nvidia's China sales slip

DeepSeek CEO Liang Wenfeng said during a call with investors that he aims to rely on Huawei chips to train the startup's models in the...

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