Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 6 August 2026

Fositek lifts server revenue mix to 56% and plans capacity expansion

Fositek said AI-driven demand increased the share of server-related products in its revenue mix in the second quarter of 2026 and helped improve profitability even as overall sales...

Thursday 6 August 2026

Chicony Power wins US communications customer as AI server products move toward production

Chicony Power Technology Co. said on Aug. 4 that stronger demand for communication and server power improved its second-quarter 2026 product mix, even as higher raw material costs...

Thursday 6 August 2026

HTC reports NT$280 million loss as AI glasses and XR products expand

HTC reported a net loss of NT$280 million (US$8.6 million) attributable to parent company owners for the second quarter of 2026 on August 4, with revenue of NT$610 million (US$18.8...

Wednesday 5 August 2026

Mitsubishi Electric, Daikin expand US production to meet data center cooling demand

Mitsubishi Electric is establishing a cooling-equipment production company in Ohio, joining Daikin Industries in bringing manufacturing...

Wednesday 5 August 2026

Foldable smartphone shipments are set to rise 20% as Apple enters the market

Global foldable smartphone shipments are expected to increase 20% in 2026 from 2025, according to industry players cited in the source, even as the broader handset market faces tighter...

Wednesday 5 August 2026

Foldable phone demand shifts as wider models challenge flip designs

Foldable phone makers are facing a more segmented market as wider book-style devices gain ground and Samsung Electronics expands its lineup, with the next major demand test expected...

Wednesday 5 August 2026

Taiwan approves NT$27B plan to commercialize 6G, satellite, and all-optical AI networks

Taiwan is moving from early-stage research into commercialization of next-generation communications technologies after the Executive Yuan approved a NT$27 billion (US$833 million)...

Wednesday 5 August 2026

Naver taps Brookfield for up to US$9 billion in data center financing

Naver is considering an asset-light structure for a US$10 billion data center expansion under which a Brookfield-led investment vehicle...

Wednesday 5 August 2026

Analysis: Musk's empire closes in on China — from orbit to the factory floor

SpaceX's rapid growth in AI, satellite connectivity, and space infrastructure is widening the strategic challenge for China beyond...

Wednesday 5 August 2026

Anthropic's scramble for compute is reshaping how AI labs finance their chips

Anthropic's US$10 billion computing agreement with seven-month-old startup Volta Infra Holdings Ltd. is the latest sign that the Claude...

Wednesday 5 August 2026

AMD says server CPU market to hit US$220B by 2030

AMD expects the market for server central processing units (CPUs) to reach approximately US$220 billion by 2030, up from an estimate...

Wednesday 5 August 2026

Starlink prepares terrestrial mobile push as SpaceX targets US carrier market

Starlink is preparing to move beyond satellite broadband and direct-to-device coverage into a broader mobile communications business,...

Wednesday 5 August 2026

From rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story

SpaceX's first quarterly report as a public company revealed that its fastest-growing business is no longer confined to rockets or satellite broadband. Instead, artificial intelligence...

Wednesday 5 August 2026

Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots

After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving...

Wednesday 5 August 2026

AMD says US$30 billion estimate for 2027 Instinct revenue may be too low

AMD CEO Lisa Su indicated during the company's second-quarter 2026 earnings call that an estimate of roughly US$30 billion in 2027 Instinct...

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