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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Tuesday 3 March 2026
Qualcomm's 6G push signals broader shifts in AI and wireless priorities for devices and industry
At MWC 2026, Qualcomm outlined a strategy to pair advanced AI processing with next-generation wireless technologies, presenting new chips and systems intended to influence wearables,...
Tuesday 3 March 2026
AI RAN prototypes promise uplink gains as vendors prepare MWC 2026
Keysight Technologies and MediaTek said they have jointly developed an AI-driven radio access network technology aimed at improving uplink performance and will debut a validated prototype...
Tuesday 3 March 2026
Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues
As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary...
Tuesday 3 March 2026
MediaTek highlights 6G, Wi-Fi 8, and AI chip UCIe tech at MWC 2026
At the 2026 Mobile World Congress (MWC), MediaTek showcased a series of breakthrough technologies under the theme "AI for Life: From Edge to Cloud," emphasizing its leadership in chips...
Tuesday 3 March 2026
Taiwan Mobile-AST SpaceMobile tie-up aims to bolster always-on connectivity and disaster resilience
Taiwan Mobile announced on March 2 that it had signed a strategic cooperation memorandum of understanding with AST SpaceMobile at MWC 2026 to promote the integration of space-based...
Tuesday 3 March 2026
AI data centers redraw the power map: Driving 800V DC and solid-state transformers into the next battleground
As demand for computing power from AI large language models (LLMs) continues to surge, power density in data centers is rising in tandem, bringing the conversion losses of traditional...
Tuesday 3 March 2026
Apple reportedly explores Google Cloud to power next-generation Siri

Apple is in discussions with Google about hosting a new version of Siri in Google's data centers, a move that could significantly deepen...

Tuesday 3 March 2026
From smartphone plateau to AI expansion: MWC 2026 signals the next connectivity paradigm
The Mobile World Congress (MWC) 2026, held from March 2 to 5, showcased a decisive shift for the global mobile industry. No longer centered solely on smartphones, this year's event...
Tuesday 3 March 2026
Tesla's Optimus push deepens rivalry as Nvidia's ecosystem strategy reshapes global robotics competition
Tesla's pivot to free factory space for its humanoid robot Optimus by cutting Model S and Model X production lines highlights a broader shift in the robotics industry toward a structural...
Tuesday 3 March 2026
Samsung expands Galaxy S26 AI features to reshape user experience
Samsung Electronics officially launched its annual flagship Galaxy S26 series smartphones and Galaxy Buds 4 Bluetooth earphones on February 26. Following integrations with Bixby and...
Tuesday 3 March 2026
Apple’s spring refresh bets on loyalty, not lift
Apple on March 2 unveiled the iPhone 17e and the latest iPad Air powered by the M4 chip, signaling a focus on performance, value, and ecosystem expansion amid a cooling global consumer...
Tuesday 3 March 2026
Apple plays defense: can the iPhone 17e and M4 iPad Air unlock reluctant buyers?
Apple's latest product updates signal a strategic focus on defending midrange segments and encouraging upgrades from older devices, rather than delivering immediate revenue growth...
Tuesday 3 March 2026
Nvidia invests in Lumentum to advance AI optics technology
Nvidia has announced a strategic partnership with Lumentum Holdings, accompanied by a US$2 billion investment aimed at boosting US-based manufacturing and R&D for advanced optics...
Tuesday 3 March 2026
FIT unveils 102.4T CPO external laser solution for AI data centers at OFC 2026
As AI model training scales up and cloud service providers (CSPs) accelerate the buildout of high-performance data centers, switch bandwidth is moving from 51.2Tbps to the 102.4Tbps...
Tuesday 3 March 2026
Ablecom ABLERACK targets high-density AI deployments with seismic-tested L11 cabinet
Ablecom announced its ABLERACK AI server rack solution, positioning it in the L11 domain and offering an integrated design for manufacturing services that combine energy efficiency,...