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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Thursday 10 September 2026
Naver pitches a Europe-facing AI factory to France as Brookfield deal moves ahead
Naver is trying to export the AI factory model it is building at home, telling French companies and institutions this week that it wants to combine France's energy base with its own...
Thursday 10 September 2026
Samsung SDS broadens AI push from software to factory robots
Samsung SDS is using its enterprise AI strategy to move beyond office automation and into factory robotics, betting that its systems-integration experience can turn fragmented robot...
Thursday 10 September 2026
JD Cloud plans 100,000-GPU cluster built on Moore Threads chips
JD Cloud said on September 9 that it plans to build a 100,000-card cluster of full-function GPUs supplied by Moore Threads, a deployment the company describes as the first time domestic...
Thursday 10 September 2026
CIOE: Morphotonics draws on display background to break AR waveguide bottlenecks
At the China International Optoelectronic Expo (CIOE), Morphotonics, a Netherlands-based nanoimprint lithography company, made the case that the quickest way to reach affordable AR...
Thursday 10 September 2026
Apple's iPhone Duo raises the stakes for foldable smartphone cameras

Apple's foldable iPhone Duo could reshape the global smartphone market, pushing Android brands to move faster on foldable handsets and...

Thursday 10 September 2026
China's 6G race starts before the first 6G phone as satellite links move into the network core

China's next-generation communications push is beginning to reveal a broader ambition than simply putting faster wireless connections...

Thursday 10 September 2026
Wiwynn sees AI server shipments to overtake general-purpose servers in 3Q26
Wiwynn Corporation said AI server shipments will overtake general-purpose server shipments in the third quarter of 2026, with the two expected to account for roughly half each, while...
Thursday 10 September 2026
Apple just put a US$700 premium on hinges — seven supply chain takeaways
These are the seven supply chain takeaways from Apple's announcements on September 9, covering new iPhone models, new AirPods, chips, and upgrades to its ecosystem.
Thursday 10 September 2026
Apple's John Ternus puts iPhone at AI center stage

Apple CEO John Ternus used his first major event as chief executive to signal where the company is headed after officially succeeding...

Thursday 10 September 2026
Apple's A20 Pro pushes mobile chips into the 2nm era — but AI may be the bigger disruption

For years, smartphone processors have competed through a familiar formula: faster CPUs, stronger graphics, and increasingly smaller...

Thursday 10 September 2026
Apple's 100-part iPhone Duo hinge puts spotlight on Chinese suppliers
Apple's first foldable iPhone is putting Chinese precision-component makers under closer scrutiny as its complex hinge creates new opportunities in structural parts, metal injection...
Thursday 10 September 2026
Google plans EUR13 billion Finland investment to expand data centers, clean energy
Google said it will invest EUR13 billion (US$15.11 billion) in Finland over the next two years, underscoring how data center growth, clean power, and local skills investment are becoming...
Thursday 10 September 2026
Arm launches second-generation CSS, targets China's AI smartphone market with C2 CPU
Arm unveiled its second-generation mobile Compute Subsystem (CSS), Arm CSS for Mobile 2, at its annual Arm Everywhere China event in Shanghai on September 8, further integrating AI...
Thursday 10 September 2026
Global PMX sees semiconductor parts shipments strengthen
Global PMX, a major maker of automotive power and safety components, said August consolidated revenue rose to NT$802 million (approx. US$25.4 million), up 33.50% year on year and extending...
Thursday 10 September 2026
AI server ODMs face widening component mismatches, with shortages reaching 15–20%
Nvidia's Vera Rubin platform is entering its production ramp, and although server ODM shipments are still expected to ramp further, server ODMs delivered strong operating results in...