Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 4 February 2026

HP CEO Enrique Lores steps down; board names interim leader

HP announced today that Bruce Broussard, who has served on the company's board of directors since 2021, has been named interim chief executive officer, effective immediately. He succeeds...

Wednesday 4 February 2026

Analysis: AMD prioritizes supply chain for second-half AI ramp

Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as...

Wednesday 4 February 2026

Alphabet reportedly plans major Bangalore expansion, bolstering India's AI ambition

Alphabet Inc., the parent company of Google, is planning a significant expansion in India, potentially taking millions of square feet of new office space in Bangalore's Whitefield...

Wednesday 4 February 2026

AMD beats estimates, flags softer 1Q26 momentum

Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its...

Wednesday 4 February 2026

Supermicro’s AI boom comes with a risk: one customer, 63% of revenue

Supermicro reported record quarterly revenue while acknowledging that a single customer accounted for 63% of its sales. The company is now implementing a strategy to diversify its...

Wednesday 4 February 2026

India wins electronics investment, but key gap threatens momentum

India's rise as an electronics manufacturing hub has been one of the fastest shifts in the global supply chain over the past decade. Geopolitical realignments, generous incentives,...

Wednesday 4 February 2026

Nvidia's Jensen Huang joins Dassault Systèmes event to unveil 3D universe vision

Dassault Systèmes opened its annual flagship conference, 3DEXPERIENCE World 2026, on February 3 in Houston. Building on the launch of its seventh-generation development framework...

Wednesday 4 February 2026

Taiwan's paper-counting academic culture is being challenged—here's why

Taiwan has long measured academic success through publication volume, a metric that has driven intense competition with China in research output. But National Science and Technology...

Tuesday 3 February 2026

Liquid cooling's next frontier: Data centers rethink heat management

If the first revolution in artificial intelligence (AI) data centers was the move from air cooling to liquid cooling, the second is now...

Tuesday 3 February 2026

US Judge dismisses Samsung FRAND lawsuit, strengthening ZTE's global hold

The ZTE Corporation has scored a major win in its global patent dispute with Samsung Electronics after a US federal judge dismissed Samsung's FRAND contract and antitrust lawsuit,...

Tuesday 3 February 2026

iPhone gains in China squeeze MediaTek, Qualcomm revenues

Last week, Apple released its latest financial results for the first quarter of fiscal year 2026, with the iPhone 17 series continuing to post strong sales. Overall, iPhone shipments...

Tuesday 3 February 2026

AI redraws data center power architecture as rack-level energy systems go mainstream

Generative AI (GenAI) is driving a surge in computing demand, pushing data center competition beyond server performance toward infrastructure...

Tuesday 3 February 2026

India's smartphone market posts mixed growth in 2025, premium segment drives value gains

India's smartphone market experienced a mixed trajectory in 2025, according to Counterpoint Research. The year began on a softer note, weighed down by elevated inventory and...

Tuesday 3 February 2026

King Slide and Nan Juen listed in Nvidia server rail supply chain; Fositek in promising position

Server rail maker King Slide Works benefited in 2025 from strong demand for high-end GPU/ASIC platforms, putting its server business at the forefront of its growth. Server rails account...

Tuesday 3 February 2026

Beijing officially lists 'future industries,' setting the stage for supply chain realignment

China has for the first time formally designated "future industries," with the framework for policy support now taking shape. The move signals a shift away from conceptual discussion,...

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