Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Tuesday 5 May 2026

Another Qualcomm exec joins Intel to lead PC and physical AI unit

Intel has announced that it has appointed Alex Katouzian as head of its Client Computing and Physical AI Division. With this hire, Intel seeks to align its consumer PC business with...

Tuesday 5 May 2026

DDR6 server memory moves into early development as industry prepares for next-generation AI demand

The development of next-generation server memory DDR6 is reportedly entering early hardware validation, as memory makers and supply chain partners begin pre-development work ahead...

Tuesday 5 May 2026

Intel PC chip roadmap takes shape as Razor Lake, Titan Lake stay on track

Intel is gaining momentum in both chip design and foundry operations. Its PC platform roadmap for the next two years is coming into sharper focus as process technology and yield improve,...

Tuesday 5 May 2026

Memory price hikes push smartphone shipments down more sharply than notebooks

Rising memory prices have squeezed handset demand and are expected to widen the gap between smartphone and notebook shipment declines in 2026, according to industry reports. Global...

Tuesday 5 May 2026

Apple's AI-driven architecture shift could reshape Taiwan supplier roles and industry competition

Apple's product strategy is moving toward an AI-centered architecture, prioritizing on-device intelligence, tighter chip integration, and system-level design, a shift that could change...

Tuesday 5 May 2026

Onsemi sees AI data center and Treo driving revenue and margin recovery

During an earnings call on May 4, Onsemi portrayed its artificial intelligence data center business and new Treo platform as central to a recovery that began in the first quarter,...

Tuesday 5 May 2026

Intel's revival runs on politics and promises — but supply bottlenecks tell a different story

Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive...

Tuesday 5 May 2026

Malaysia becomes AI data center hub, attracts Chinese cloud giants and Nvidia AI chips

As power constraints and tighter policy controls in Singapore limit expansion, Malaysia is rapidly emerging as Southeast Asia's most important...

Monday 4 May 2026

Taiwanese Micro LED suppliers race to tap optical links for AI data centers

Micro LED is emerging as a potential contender in AI optical communications as the industry shift toward "optical replacing copper" gathers pace.

Monday 4 May 2026

AI memory crunch squeezes 5G FWA market

DIGITIMES' latest report says the global 5G fixed wireless access (FWA) customer premises equipment (CPE) market posted its first year-on-year shipment decline in the first...

Monday 4 May 2026

Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch

Anthropic has been in talks with Fractile, a London-based startup, to purchase its inference chips for running its AI models more efficiently, as inferential AI tasks have pushed up...

Monday 4 May 2026

AI's 1.6T shift turns InP into optical supply chain bottleneck

The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

Monday 4 May 2026

TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up

Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor...

Monday 4 May 2026

India roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets

India's technology ecosystem is seeing rapid expansion across AI infrastructure, semiconductors,...

Sunday 3 May 2026

Silicon Motion posts record 1Q26 revenue driven by AI, new products to boost growth

Silicon Motion Technology reported a record quarterly revenue of US$342 million in the first quarter of 2026, up 23% from the previous quarter and soaring 105% year-over-year. The...

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