Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Thursday 30 October 2025

Flex posts record quarter as it pivots toward higher-margin, AI-focused business

Flex, a global manufacturing and supply-chain solutions company, reported record earnings for its fiscal second quarter, buoyed by strong...

Thursday 30 October 2025

AMD completes divestiture of ZT Systems manufacturing business to Sanmina

On October 27, 2025, AMD completed the divestiture of ZT Systems' US-headquartered data center infrastructure manufacturing business to Sanmina Corporation. Under the agreement, AMD...

Thursday 30 October 2025

Jensen Huang kills three birds with one stone at GTC DC

Since its debut in 2009, Nvidia's GTC has been held in San Jose, California. Over the years, the conference has expanded to Japan, China, Taiwan, Germany, and other countries as technology...

Thursday 30 October 2025

Liquid cooling adoption in ASIC servers is expected to rise significantly by 2026

Liquid cooling adoption in ASIC servers is poised to accelerate significantly in 2026, driven largely by cloud service providers (CSPs) such as Google and Microsoft increasing their...

Thursday 30 October 2025

Meta posts strong quarter, but rising AI spend signals tougher road ahead

Meta Platforms has reported strong revenue growth for the third quarter of 2025, driven by continued gains in advertising and improved performance in its Reality Labs division. However,...

Thursday 30 October 2025

Zuckerberg outlines Meta’s AI endgame—superintelligence at global scale

Meta Platforms' leadership has reaffirmed the company's deep commitment to advancing artificial intelligence, emphasizing large-scale infrastructure expansion and continued investment...

Thursday 30 October 2025

Google’s record quarter fuels an infrastructure binge for the AI age

Alphabet has reported record results for the third quarter of 2025, with double-digit growth across all major business segments and a sharp rise in capex reflecting the company's intensifying...

Thursday 30 October 2025

Wistron, Nvidia bring digital twin manufacturing to the US AI supply chain

Taiwan's Wistron Corporation is investing US$761 million to build an AI supercomputing and smart manufacturing center in Texas, as the company deepens its role in the global artificial...

Thursday 30 October 2025

Pegatron eyes 1Q26 production launch for Texas plant with Nvidia GB300 servers

Pegatron has revealed progress on its US manufacturing expansion, announcing that its Texas factory is set to begin mass production in March 2026. The facility will produce Nvidia's...

Wednesday 29 October 2025

Apple's foldable shadow looms over the market Samsung built

The foldable phone market is finally hitting its stride. After years of false starts and skeptical consumers, the segment is experiencing genuine momentum. Counterpoint Research projects...

Wednesday 29 October 2025

Digital transformation specialist IISI set for November IPO, drives SaaS shift and global expansion

Digital transformation solutions integrator International Integrated Systems (IISI) held a pre-IPO performance briefing on October 28, announcing plans to list in November. The company...

Wednesday 29 October 2025

Bloom Energy offers 800V DC power solutions for AI data centers

As AI data center energy consumption continues to surge, Nvidia has introduced a high-voltage direct current (HVDC) architecture aimed at reducing overall power usage in AI computing...

Wednesday 29 October 2025

Commentary: With new AI chips, Qualcomm joins race to challenge Nvidia in the cloud

Qualcomm on Tuesday unveiled its latest AI accelerator cards, the AI200 and AI250, along with corresponding rack-level system designs,...

Wednesday 29 October 2025

AI server liquid cooling demand surges, heat dissipation firms race to expand capacity

Nvidia plans to launch its Vera Rubin architecture AI servers in 2026, significantly increasing the share of liquid cooling solutions. In response, heat dissipation manufacturers are...

Wednesday 29 October 2025

Samsung to limit tri-fold smartphone launch to Asia, excludes US market

Samsung Electronics is reportedly preparing a limited release of its upcoming tri-fold smartphone in select markets, which include South Korea, China, and Taiwan. The US is expected...

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