Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Monday 23 February 2026

Agility Robotics-Toyota deal signals shift from pilots to commercial humanoid robots in auto manufacturing

Agility Robotics and Toyota Motor Manufacturing Canada have signed agreements to deploy the Digit humanoid robot in a commercial production setting, moving the technology from a one-year...

Monday 23 February 2026

Stargate delays push OpenAI to seek cloud compute alternatives

OpenAI is scrambling to secure computing power after its Stargate data center venture stalled, turning to cloud partners and alternative hardware to fill the gap, according to The...

Monday 23 February 2026

Meta goes after Apple with AI-first smartwatch revival

Meta is reviving its smartwatch ambitions as part of a broader push to define the next era of AI-powered consumer hardware, setting up a fresh competitive battle with rivals including...

Monday 23 February 2026

Apple bets on Visual Intelligence to power next wave of AI wearables

Apple is laying the groundwork for a new generation of wearable devices built around what it calls Visual Intelligence, signaling a deeper...

Monday 23 February 2026

Weekly news roundup: memory impacts, AI infrastructure, and policy uncertainty

Below are the most-read DIGITIMES stories from the week of February 16-22, 2026.

Saturday 21 February 2026

AI supply chain tracker: Rack infrastructure joins the AI buildout

January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal,...

Friday 20 February 2026

AI server supply chain tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers

The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as...

Thursday 19 February 2026

OpenAI brings Stargate to India with Tata AI data center build-out partnership

OpenAI has designated the Tata Group as its foundational partner for a major sovereign AI push in India, positioning the conglomerate's HyperVault unit as the first domestic anchor...

Thursday 19 February 2026

Supermicro explores local manufacturing in India amid AI push

US-based server maker Supermicro is evaluating local manufacturing options in India as it seeks to expand its footprint in one of the world's fastest-growing artificial intelligence...

Thursday 19 February 2026

AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge

Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms...

Wednesday 18 February 2026

Nvidia expands AI partnerships in India under US$1 billion national mission

India is using this week's AI Impact Summit in New Delhi to advance a national strategy that combines large-scale compute deployment, sovereign AI model development, and industrial...

Wednesday 18 February 2026

Vietnam grants Starlink licence to deploy 600,000 satellite internet terminals

Vietnam has granted Starlink an operating licence to provide satellite internet services in the country, clearing the way for the SpaceX...

Wednesday 18 February 2026

Meta locks in millions of Nvidia GPUs and CPUs in multiyear AI infrastructure pact

Nvidia and Meta have signed an expanded multiyear agreement under which Meta will deploy millions of Nvidia AI chips across its global data centers, securing long-term GPU, CPU and...

Wednesday 18 February 2026

India-based Adani to invest US$100 billion in renewable-powered AI data centres by 2035

Adani Group said it will invest US$100 billion by 2035 to build renewable-powered, AI-ready data centres in India, aiming to expand domestic computing capacity and support the country's...

Wednesday 18 February 2026

Analysis: Singapore's neutrality lures Chinese tech fleeing Western crackdowns

As global geopolitics continue to shift, Singapore is emerging from its image as a garden city to become a safe harbor for Chinese companies expanding overseas. With competition between...

1/1773 pages