Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Sunday 29 March 2026

Musk pushes Terafab as AI chip crunch intensifies

The surge in artificial intelligence demand is pushing the semiconductor industry toward a supply crunch, as Elon Musk outlined a plan...

Friday 27 March 2026

Blue Origin files plan for space-based computing network

Blue Origin, the aerospace venture founded by Amazon founder Jeff Bezos, is moving to enter the emerging field of space-based computing, outlining plans to deploy a vast network of...

Friday 27 March 2026

DRAM and NAND costs hit 90% of smartphone prices, squeezing low-end profits

Core component costs for smartphones are surging at unprecedented rates, threatening the survival of low-priced models in the market. Nikkei reports that prices for two essential...

Friday 27 March 2026

TSMC prioritises AI, core clients; 3nm capacity remains constrained

Cloud AI demand is tightening advanced-node supply, with TSMC's 3nm capacity emerging as the most constrained segment at the end of the first quarter of 2026, according to IC design...

Friday 27 March 2026

Taiwan launches 4-year smart service robot roadmap starting with environment-aware systems to address structural labor shortages

Service-sector labor shortages have surpassed those in manufacturing, emerging as a global structural challenge. To address this shift, Taiwan is prioritizing the deployment of service-oriented...

Friday 27 March 2026

OnePlus India CEO Robin Liu steps down amid shipment decline

OnePlus said its India chief executive Robin Liu will step down effective March 31, as the company faces declining shipments and ongoing restructuring within its parent group, according...

Friday 27 March 2026

Adani reportedly in talks with Meta and Google to expand data center push in India

Indian conglomerate Adani Group is advancing plans to expand its data center business, holding preliminary talks with global technology firms including Meta Platforms and Google, according...

Friday 27 March 2026

Nvidia says quantum computing will not replace GPUs

Nvidia said quantum computing will complement rather than replace GPUs, even as Taiwan accelerates investment in quantum technology. Speaking at an industry event, the company said...

Thursday 26 March 2026

Nvidia and SLB expand AI infrastructure collaboration with global implications

SLB and Nvidia expanded a technology collaboration to design and deploy modular AI infrastructure and domain-specific models for the energy industry, promising faster deployment, lower...

Thursday 26 March 2026

China's H3C expands server exports to ASEAN and Central Asia as global AI compute demand rises

As countries tighten controls on advanced chips and AI computing demand surges, how China secures compute resources matters globally. DIGITIMES Research reports H3C, a top Chinese...

Thursday 26 March 2026

AI Expo 2026: Taiwan steps up sovereign AI efforts as power, data constraints emerge

Taiwan is advancing efforts to build sovereign artificial intelligence (AI) capabilities, even as power supply and data readiness emerge...

Thursday 26 March 2026

Dell warns of power, data constraints as key enterprise AI bottlenecks at AI Expo 2026

Enterprises are encountering growing challenges in moving artificial intelligence from pilot projects to production, as constraints in power availability and data readiness emerge...

Thursday 26 March 2026

US senators accuse Nvidia CEO of misleading claims, urge halt to AI chip exports

US Senators Jim Banks and Elizabeth Warren, in a joint letter dated March 23, called on US Commerce Secretary Howard Lutnick to suspend Nvidia's export licenses for advanced AI chips...

Thursday 26 March 2026

Four reasons that Aspeed dominates the BMC chip market

As Taiwan-based IC design firms face declining global market share due to China, Taiwan's Aspeed stands out by dominating the baseboard management controller (BMC) chip sector.

Thursday 26 March 2026

Taiwan's robotics alliance mobilizes cross-domain resources to tackle aging society needs and compete globally

Taiwan is accelerating its robotics strategy to address a rapidly aging population and capture emerging global demand, with the Robotics Innovation Alliance (RIA) mobilizing cross-industry...

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